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Home > Institutional Investor > Marion Wealth Management > 13F Holdings

Instuitional Investor - Marion Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 274,464 $22,308,449 7.13%
2.
Ishares Tr
 316,878 $22,292,361 7.12%
3.
Vanguard Scottsdale Funds
 199,807 $15,459,084 4.94%
4.
Ishares Inc
 253,340 $12,813,962 4.09%
5.
Ubs Ag London Branch
 561,651 $12,008,105 3.83%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)