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Home > Institutional Investor > Mcmill Wealth Management > 13F Holdings

Instuitional Investor - Mcmill Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,541,549 $50,501,154 20.44%
2.
Spdr Series Trust
 299,834 $20,670,564 8.36%
3.
Dimensional Etf Trust
 451,203 $16,008,682 6.48%
4.
American Centy Etf Tr
 154,332 $14,897,666 6.03%
5.
Dimensional Etf Trust
 265,023 $14,751,180 5.97%
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)