Instuitional Investor - Innovative Wealth Building Llc
Fund Profile
Filing Period:
| Fund Name: | Innovative Wealth Building Llc |
| Portfolio Value | $110,552,404 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 63,241 | $34,075,148 | 30.82% | |
| 2. | Dimensional Etf Trust | 112,937 | $7,199,713 | 6.51% | |
| 3. | IEF | 11,553 | $6,801,159 | 6.15% | |
| 4. | Ishares Tr | 72,124 | $4,424,069 | 4% | |
| 5. | Invesco Qqq Tr | 8,586 | $4,389,623 | 3.97% |
