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Home > Institutional Investor > Unique Wealth Strategies, Llc > Profile

Instuitional Investor - Unique Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Unique Wealth Strategies, Llc
Portfolio Value $213,405,613
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 284,659 $12,897,899 6.04%
2.
Ishares Trust
 IEF 19,005 $9,991,499 4.68%
3.
Vaneck Etf Trust
 84,601 $7,605,630 3.56%
4.
Dbx Etf Tr - XTRACK MSCI EAFE
 141,849 $5,805,880 2.72%
5.
Meta Platforms Inc.
 META 10,474 $5,085,793 2.38%
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)