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Home > Institutional Investor > Members Wealth Llc > Profile

Instuitional Investor - Members Wealth Llc

Fund Profile
Filing Period:
Fund Name: Members Wealth Llc
Portfolio Value $132,567,073
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,849 $20,705,501 15.62%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 184,837 $8,437,814 6.36%
3.
Spdr Series Trust
 82,390 $6,621,697 4.99%
4.
Ishares Tr
 61,595 $6,200,786 4.68%
5.
Vanguard Bond Index Funds
 BND 63,953 $4,697,362 3.54%
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)