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Home > Institutional Investor > Mcnaughton Wealth Management, Llc > Profile

Instuitional Investor - Mcnaughton Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mcnaughton Wealth Management, Llc
Portfolio Value $207,492,239
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 260,307 $18,718,643 9.02%
2.
Spdr Ser Tr
 95,762 $15,820,760 7.62%
3.
Ishares Trust
 IEF 23,916 $14,078,620 6.78%
4.
Spdr Series Trust
 158,018 $13,889,802 6.69%
5.
Vanguard Whitehall Funds
 106,959 $13,646,953 6.57%
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)