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Home > Institutional Investor > Mgo Private Wealth, Llc > Profile

Instuitional Investor - Mgo Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mgo Private Wealth, Llc
Portfolio Value $145,472,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 47,777 $20,868,994 14.34%
2.
Ishares Trust
 IEF 109,457 $10,863,607 7.46%
3.
Vanguard Bond Index Funds
 BND 123,977 $9,118,530 6.26%
4.
Vanguard Scottsdale Funds
 132,488 $7,859,188 5.4%
5.
Vanguard Intl Equity Index Funds
 VWO 113,904 $7,344,517 5.04%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)