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Home > Institutional Investor > Maimon Wealth Management Ltd. > Profile

Instuitional Investor - Maimon Wealth Management Ltd.

Fund Profile
Filing Period:
Fund Name: Maimon Wealth Management Ltd.
Portfolio Value $129,818,994
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares U S Etf Tr - SHOR DURA BD ETF
 172,910 $8,759,621 6.75%
2.
Pimco Etf Trust
 MINT 69,220 $6,978,068 5.38%
3.
Vanguard Bond Index Funds
 BND 87,735 $6,837,049 5.27%
4.
Ishares Tr - INTRM GOV CR ETF
 54,775 $5,811,354 4.48%
5.
Vanguard Index Fds
 15,148 $5,605,695 4.32%
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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