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Home > Institutional Investor > Mtc Wealth Management Llc > Profile

Instuitional Investor - Mtc Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Mtc Wealth Management Llc
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 448,617 $43,470,957 20.93%
2.
Spdr S & P 500 Etf Trust
 SPY 51,323 $30,079,287 14.48%
3.
Vanguard Index Fds - ETF
 165,535 $28,025,017 13.49%
4.
Ishares Trust
 IEF 227,706 $21,051,379 10.13%
5.
Ishares Tr - ETF
 250,937 $17,635,884 8.49%
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)