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Home > Institutional Investor > Ccg Wealth Management, Llc > Profile

Instuitional Investor - Ccg Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Ccg Wealth Management, Llc
Portfolio Value $148,969,634
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 682,684 $38,162,017 25.61%
2.
Spdr Series Trust
 234,842 $15,278,824 10.25%
3.
Schwab Strategic Trust
 FNDF 322,584 $11,922,713 8%
4.
Ishares Trust
 IEF 141,677 $11,012,553 7.39%
5.
Ishares Tr
 427,826 $9,857,116 6.61%
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)