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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 $529,224,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,960 $61,786,598 11.67%
2.
Spdr S & P 500 Etf Trust
 SPY 58,060 $32,478,372 6.14%
3.
Ishares Trust
 IEF 288,568 $28,545,148 5.39%
4.
Ishares Trust
 VLUE 347,644 $28,412,952 5.37%
5.
Ishares Tr - NATIONAL MUN ETF
 196,696 $20,739,597 3.92%
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)