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Home > Institutional Investor > Wpwealth Llp > 13F Holdings

Instuitional Investor - Wpwealth Llp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,774,923 $114,521,085 23.39%
2.
Dimensional Etf Trust
 2,426,914 $62,723,596 12.81%
3.
Dimensional Etf Trust
 1,225,369 $49,615,175 10.13%
4.
Dimensional Etf Trust
 1,049,444 $49,197,936 10.05%
5.
Dimensional Etf Trust
 1,550,210 $46,552,807 9.51%
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)