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Home > Institutional Investor > Wealth Forward, Llc > Profile

Instuitional Investor - Wealth Forward, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Forward, Llc
Portfolio Value $118,368,275
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 125,373 $19,783,829 16.71%
2.
Schwab Strategic Trust
 FNDF 289,122 $16,002,903 13.51%
3.
Vanguard Tax-Managed Fds
 287,477 $13,770,163 11.63%
4.
Schwab Strategic Trust
 FNDF 167,684 $10,386,358 8.77%
5.
Ishares Trust
 IEF 96,393 $10,361,271 8.75%
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)