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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 $133,443,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 699,122 $19,100,003 14.31%
2.
Apple Inc.
 AAPL 39,860 $9,981,633 7.48%
3.
Vanguard Index Fds - SM CP VAL ETF
 41,837 $8,291,210 6.21%
4.
Chevron Corp
 CVX 39,802 $5,764,888 4.32%
5.
Ishares Trust
 IEF 63,141 $3,934,316 2.94%
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)