MEMBERS WEALTH LLC: 13F holdings

CIK 20595742026Q2

Positions120
Reported value$182.4m
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR36,972$27.7m15.2%
FBND FIDELITY MERRIMACK STR TR289,217$13.2m7.2%
SPYG SPDR SERIES TRUST79,901$9.5m5.2%
BND VANGUARD BD INDEX FDS126,500$9.3m5.1%
SPYV SPDR SERIES TRUST150,222$9.1m5.0%
ISHARES TR230,622$5.0m2.8%
ISHARES TR202,246$4.7m2.6%
ISHARES TR184,119$4.6m2.5%
VO VANGUARD INDEX FDS49,850$4.0m2.2%
IWB ISHARES TR9,497$3.9m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2059574")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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