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Home > Institutional Investor > Inman Jager Wealth Management, Llc > Profile

Instuitional Investor - Inman Jager Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Inman Jager Wealth Management, Llc
Portfolio Value $163,323,315
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 45,424 $21,967,955 13.45%
2.
Ishares Trust
 IEF 21,397 $14,655,661 8.97%
3.
Ssga Active Etf Tr
 168,735 $6,791,584 4.16%
4.
Vanguard Bond Index Funds
 BND 72,991 $5,406,443 3.31%
5.
Spdr Series Trust
 48,831 $5,210,268 3.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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