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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 $54,796,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 75,534 $6,984,591 12.75%
2.
Vanguard Bond Index Funds
 BND 68,867 $5,058,314 9.23%
3.
Schwab Strategic Trust
 FNDF 121,238 $3,389,819 6.19%
4.
Wisdomtree Tr
 79,584 $3,266,917 5.96%
5.
Tidal Tr Ii
 180,963 $3,221,141 5.88%
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)