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Home > Institutional Investor > Inman Jager Wealth Management, Llc > Profile

Instuitional Investor - Inman Jager Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Inman Jager Wealth Management, Llc
Portfolio Value $147,904,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 46,797 $23,277,296 15.74%
2.
Ishares Trust
 IEF 18,818 $11,684,096 7.9%
3.
Ssga Active Etf Tr
 175,378 $7,034,412 4.76%
4.
Vanguard Bond Index Funds
 BND 74,912 $5,515,771 3.73%
5.
Spdr Series Trust
 42,737 $4,073,691 2.75%
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)