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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 $141,790,076
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 56,949 $29,266,661 20.64%
2.
Vanguard Bond Index Funds
 BND 156,982 $11,530,306 8.13%
3.
Ishares Trust
 IEF 105,791 $10,464,846 7.38%
4.
Vanguard Intl Equity Index Funds
 VWO 91,954 $6,456,067 4.55%
5.
Spdr S & P 500 Etf Trust
 SPY 11,274 $6,306,564 4.45%
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)