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  Name: INSTRUMENTAL WEALTH LLC
  City: TAMPA
  State: FL
  Zip: 33609
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $92,567,000
  Total Value Change : $6,933,000
  Securities Held Change : 5
   
All Securities Held : 41
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IBDV)1 Year Chart         IBDV Ishares Ibonds Dec 2030 Ter... New $0.00 $1,653,000 77,252 % 1,653,000 77,252 0.858    N/A
   (IBDT)1 Year Chart         IBDT Ishares Ibonds Dec 2028 Ter... New $24.44 $1,095,000 43,913 % 1,095,000 43,913 0.061    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B New $412.05 $229,000 608 % 229,000 608 0    N/A
   (IWY)1 Year Chart         IWY iShares Trust New $195.92 $201,000 1,095 % 201,000 1,095 0    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... New $0.00 $200,000 3,896 % 200,000 3,896 0    N/A
      5 Records Found
  1    
Page 1 of 1
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