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Home > Institutional Investor > Barrington Strategic Wealth Management Group Llc > Profile

Instuitional Investor - Barrington Strategic Wealth Management Group Llc

Fund Profile
Filing Period:
Fund Name: Barrington Strategic Wealth Management Group Llc
Portfolio Value $198,295,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 71,360 $17,927,000 9.04%
2.
Vanguard Bond Index Funds
 BND 194,480 $15,523,000 7.82%
3.
Ishares Trust
 IEF 83,193 $8,862,000 4.46%
4.
Ishares Trust
 IEF 94,740 $8,001,000 4.03%
5.
Ishares Trust
 IEF 64,140 $7,285,000 3.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)