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Home > Institutional Investor > Instrumental Wealth, Llc > Profile

Instuitional Investor - Instrumental Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Instrumental Wealth, Llc
Portfolio Value $105,689,751
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 139,298 $14,407,568 13.63%
2.
Ishares Trust
 IEF 218,448 $13,543,774 12.81%
3.
Pacer Fds Tr
 232,549 $13,459,963 12.73%
4.
Ishares Trust
 IEF 59,349 $11,655,510 11.02%
5.
Ishares Tr
 353,696 $8,980,330 8.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)