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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 $133,933,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,066 $18,226,346 13.61%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 191,377 $8,592,812 6.42%
3.
Spdr Series Trust
 78,310 $7,123,095 5.32%
4.
Vanguard Bond Index Funds
 BND 78,942 $5,673,551 4.24%
5.
Ishares Tr
 50,386 $5,060,732 3.78%
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)