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Home > Institutional Investor > Up Strategic Wealth Investment Advisors Llc > Profile

Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Up Strategic Wealth Investment Advisors Llc
Portfolio Value $99,999,211
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 336,096 $16,072,111 16.07%
2.
Schwab Strategic Trust
 FNDF 405,095 $9,390,100 9.39%
3.
Ishares Trust
 IEF 21,509 $6,929,340 6.92%
4.
Apple Inc.
 AAPL 23,108 $5,786,706 5.78%
5.
Dimensional Etf Trust
 83,630 $5,460,195 5.46%
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)