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Home > Institutional Investor > Ma Private Wealth > Profile

Instuitional Investor - Ma Private Wealth

Fund Profile
Filing Period:
Fund Name: Ma Private Wealth
Portfolio Value $531,633,589
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 176,249 $90,575,964 17.04%
2.
Vanguard Bond Index Funds
 BND 921,586 $67,690,476 12.73%
3.
Ishares Tr - MSCI USA QLT FCT
 250,381 $42,787,564 8.05%
4.
Blackrock Etf Trust
 814,907 $39,734,865 7.47%
5.
Ishares Trust
 IEF 328,518 $30,496,328 5.74%
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)