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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 $131,896,344
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 697,533 $19,503,013 14.79%
2.
Apple Inc.
 AAPL 39,557 $8,786,748 6.66%
3.
Vanguard Index Fds - SM CP VAL ETF
 42,035 $7,830,706 5.94%
4.
Chevron Corp
 CVX 39,665 $6,635,517 5.03%
5.
Ishares Trust
 IEF 64,404 $3,757,996 2.85%
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)