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Home > Institutional Investor > Lwmg, Llc > Profile

Instuitional Investor - Lwmg, Llc

Fund Profile
Filing Period:
Fund Name: Lwmg, Llc
Portfolio Value $526,131,801
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,117,901 $70,081,176 13.32%
2.
Vanguard Tax-Managed Fds
 1,249,080 $65,963,928 12.54%
3.
Ishares Trust
 IEF 145,765 $54,717,105 10.4%
4.
Ishares Trust
 IEF 70,802 $40,839,691 7.76%
5.
Invesco Qqq Tr
 77,055 $37,608,198 7.15%
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)