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Home > Institutional Investor > Mcmahon Financial Advisors, Llc > Profile

Instuitional Investor - Mcmahon Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mcmahon Financial Advisors, Llc
Portfolio Value $390,739,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 548,621 $40,998,475 10.49%
2.
Schwab Strategic Trust
 FNDF 1,478,079 $40,381,125 10.33%
3.
Schwab Strategic Trust
 FNDF 1,020,134 $33,878,665 8.67%
4.
Spdr Bloomberg Int Grd Flt Rt Etf
 683,921 $21,016,901 5.37%
5.
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf
 384,340 $19,870,382 5.08%
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)