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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 $404,007,836
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 563,041 $43,112,055 10.67%
2.
Schwab Strategic Trust
 FNDF 1,483,443 $41,477,055 10.27%
3.
Schwab Strategic Trust
 FNDF 1,040,572 $37,606,288 9.31%
4.
Ishares Tr
 592,310 $31,108,135 7.7%
5.
Spdr Ser Tr
 692,736 $21,350,119 5.28%
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)