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Home > Institutional Investor > Ma Private Wealth > Profile

Instuitional Investor - Ma Private Wealth

Fund Profile
Filing Period:
Fund Name: Ma Private Wealth
Portfolio Value $534,847,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 174,492 $94,018,011 17.57%
2.
Vanguard Bond Index Funds
 BND 930,449 $66,908,562 12.5%
3.
Ishares Tr - MSCI USA QLT FCT
 245,996 $43,806,921 8.19%
4.
Blackrock Etf Trust
 782,207 $40,088,109 7.49%
5.
Ishares Trust
 IEF 323,946 $32,890,213 6.14%
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)