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Home > Institutional Investor > Hemming& Wealth Management, Inc. > Profile

Instuitional Investor - Hemming& Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Hemming& Wealth Management, Inc.
Portfolio Value $164,268,964
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 435,713 $31,493,341 19.17%
2.
Ishares Trust
 IEF 220,223 $30,287,283 18.44%
3.
Ishares Trust
 IEF 31,260 $23,410,671 14.25%
4.
Blackrock Etf Trust
 DYNF 287,787 $19,572,425 11.91%
5.
Ishares Tr - EAFE VALUE ETF
 231,646 $17,732,484 10.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.