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

Instuitional Investor - Minichmacgregor Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Minichmacgregor Wealth Management, Llc
Portfolio Value $481,597,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,313,142 $36,597,291 7.59%
2.
Vaneck Etf Trust
 270,157 $25,050,268 5.2%
3.
Ishares Trust
 IEF 181,005 $20,015,533 4.15%
4.
Ishares Tr
 174,088 $17,998,997 3.73%
5.
Pimco Etf Trust
 559,555 $14,503,666 3.01%
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)