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Home > Institutional Investor > Latko Wealth Management, Ltd. > Profile

Instuitional Investor - Latko Wealth Management, Ltd.

Fund Profile
Filing Period:
Fund Name: Latko Wealth Management, Ltd.
Portfolio Value $168,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,052 $44,181 26.19%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 66,692 $28,377 16.82%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 115,470 $24,301 14.4%
4.
Schwab Strategic Trust
 FNDF 484,279 $13,230 7.84%
5.
Spdr S & P 500 Etf Trust
 SPY 14,510 $8,504 5.04%
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)