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Home > Institutional Investor > Ndwm Llc > Profile

Instuitional Investor - Ndwm Llc

Fund Profile
Filing Period:
Fund Name: Ndwm Llc
Portfolio Value $119,647,351
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 69,247 $40,764,056 34.07%
2.
Spdr Ser Tr
 165,048 $16,364,531 13.67%
3.
Spdr S & P 500 Etf Trust
 SPY 19,834 $11,624,307 9.71%
4.
Spdr Ser Tr
 121,819 $11,137,937 9.3%
5.
Invesco Exchange Traded Fd T
 35,608 $6,239,652 5.21%
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)