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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 $799,419,453
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 1,009,684 $92,275,028 11.54%
2.
Spdr S & P 500 Etf Trust
 SPY 185,903 $88,361,409 11.05%
3.
Ishares Trust
 IEF 139,524 $38,669,096 4.83%
4.
Dimensional Etf Trust
 651,948 $31,625,998 3.95%
5.
Amplify Etf Tr
 823,329 $30,092,685 3.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)