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Home > Institutional Investor > Mcgrath & Associates, Inc. > Profile

Instuitional Investor - Mcgrath & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Mcgrath & Associates, Inc.
Portfolio Value $49,540,349
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 95,708 $6,882,383 13.89%
2.
Pimco Etf Trust
 38,493 $3,480,530 7.02%
3.
Schwab Strategic Trust
 FNDF 125,336 $3,424,183 6.91%
4.
Schwab Strategic Trust
 FNDF 90,307 $2,682,106 5.41%
5.
Wisdomtree Tr
 62,358 $2,312,853 4.66%
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)