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Home > Institutional Investor > Members Advisory Group Llc > Profile

Instuitional Investor - Members Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Members Advisory Group Llc
Portfolio Value $243,827,603
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,599,786 $36,321,964 14.89%
2.
Janus Detroit Str Tr
 416,667 $21,135,785 8.66%
3.
Vanguard Index Fds
 38,492 $20,777,183 8.52%
4.
Vanguard Index Fds
 120,654 $20,442,999 8.38%
5.
Schwab Strategic Trust
 FNDF 706,765 $19,703,625 8.08%
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)