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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 $453,363,825
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,628,444 $56,327,880 12.42%
2.
Dimensional Etf Trust
 556,565 $26,091,771 5.75%
3.
Apple Inc.
 AAPL 102,808 $25,745,300 5.67%
4.
Microsoft Corp
 MSFT 57,365 $24,179,153 5.33%
5.
Dimensional Etf Trust
 712,568 $18,416,324 4.06%
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)