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Home > Institutional Investor > Mattern Wealth Management Llc > Profile

Instuitional Investor - Mattern Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Mattern Wealth Management Llc
Portfolio Value $388,970,011
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 625,168 $26,507,142 6.81%
2.
Microsoft Corp
 MSFT 63,642 $23,931,863 6.15%
3.
Dimensional Etf Trust
 484,970 $22,798,444 5.86%
4.
Apple Inc.
 AAPL 116,144 $22,361,158 5.74%
5.
Dimensional Etf Trust
 455,508 $13,314,496 3.42%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)