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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 $54,815,650
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 139,054 $6,660,687 12.15%
2.
Schwab Strategic Trust
 FNDF 106,177 $5,988,368 10.92%
3.
Ishares Trust
 IEF 21,084 $5,529,490 10.08%
4.
Ishares Trust
 IEF 33,902 $3,567,508 6.5%
5.
Dimensional Etf Trust
 70,602 $2,993,525 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)