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Home > Institutional Investor > Ccg Wealth Management, Llc > 13F Holdings

Instuitional Investor - Ccg Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 622,145 $48,738,858 22.97%
2.
Spdr Series Trust
 219,314 $22,920,480 10.8%
3.
Ishares Trust
 IEF 227,502 $21,965,274 10.35%
4.
Schwab Strategic Trust
 FNDF 567,579 $13,213,242 6.23%
5.
Ishares Trust
 IEF 83,251 $9,892,667 4.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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