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Home > Institutional Investor > Kwmg, Llc > Profile

Instuitional Investor - Kwmg, Llc

Fund Profile
Filing Period:
Fund Name: Kwmg, Llc
Portfolio Value $982,720,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 978,392 $49,731,643 5.06%
2.
Vanguard Index Fds
 131,694 $32,217,638 3.28%
3.
Vanguard Index Fds - REAL ESTATE ETF
 348,264 $31,531,790 3.21%
4.
Sector Spdr Trust
 XLB 149,556 $30,880,326 3.14%
5.
Ishares Trust
 IEF 275,653 $30,622,302 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)