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Home > Institutional Investor > Watershed Private Wealth Llc > Profile

Instuitional Investor - Watershed Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Watershed Private Wealth Llc
Portfolio Value $180,898,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 59,707 $28,517,119 15.76%
2.
Ishares Trust
 IEF 39,034 $6,787,304 3.75%
3.
Ishares Trust
 IEF 21,897 $6,068,667 3.35%
4.
Dimensional Etf Trust
 109,208 $5,714,883 3.15%
5.
Ishares Trust
 IEF 67,743 $5,104,306 2.82%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)