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Home > Institutional Investor > Unique Wealth, Llc > Profile

Instuitional Investor - Unique Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Unique Wealth, Llc
Portfolio Value $479,812,484
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 145,779 $85,817,077 17.88%
2.
Schwab Strategic Trust
 FNDF 1,091,357 $30,416,111 6.33%
3.
Spdr S & P 500 Etf Trust
 SPY 50,111 $29,369,176 6.12%
4.
Ishares Trust
 IEF 271,488 $26,307,188 5.48%
5.
Pacer Fds Tr
 371,205 $20,965,631 4.36%
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)