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Home > Institutional Investor > Silvia Mccoll Wealth Management, Llc > Profile

Instuitional Investor - Silvia Mccoll Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Silvia Mccoll Wealth Management, Llc
Portfolio Value $111,056,785
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 211,828 $16,126,449 14.52%
2.
Apple Inc.
 AAPL 50,925 $9,804,620 8.82%
3.
Vanguard Index Fds
 38,601 $6,946,999 6.25%
4.
Chevron Corp
 CVX 40,441 $6,032,249 5.43%
5.
Microsoft Corp
 MSFT 8,424 $3,167,849 2.85%
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)