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Home > Institutional Investor > Mckinley Carter Wealth Services, Inc. > Profile

Instuitional Investor - Mckinley Carter Wealth Services, Inc.

Fund Profile
Filing Period:
Fund Name: Mckinley Carter Wealth Services, Inc.
Portfolio Value $1,627,509,514
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Star Fds
 1,797,532 $111,626,737 6.86%
2.
Ishares Trust
 IEF 167,606 $94,177,807 5.79%
3.
Ishares Trust
 IEF 303,752 $93,173,024 5.72%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 1,905,268 $86,975,482 5.34%
5.
Ishares Tr - CORE MSCI EAFE
 857,122 $64,841,254 3.98%
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)