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Home > Institutional Investor > Mbl Wealth, Llc > Profile

Instuitional Investor - Mbl Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mbl Wealth, Llc
Portfolio Value $930,008,330
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 203,416 $116,712,109 12.54%
2.
Spdr Ser Tr
 711,908 $65,360,297 7.02%
3.
Ishares Trust
 IEF 741,972 $46,239,680 4.97%
4.
Dimensional Etf Trust
 695,758 $33,772,094 3.63%
5.
Amplify Etf Tr
 811,753 $33,436,089 3.59%
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)