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Home > Institutional Investor > Mather Group, Inc. > Profile

Instuitional Investor - Mather Group, Inc.

Fund Profile
Filing Period:
Fund Name: Mather Group, Inc.
Portfolio Value $8,651,753,113
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 40,450,598 $1,012,882,969 11.71%
2.
Schwab Strategic Trust
 FNDF 32,984,784 $876,735,556 10.13%
3.
Lennox International Inc
 LII 1,065,658 $597,652,976 6.91%
4.
Spdr Index Shs Fds - PORTFLO EURP ETF
 10,139,173 $446,224,989 5.16%
5.
Vanguard Intl Equity Index Funds
 VWO 4,898,706 $354,960,268 4.1%
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)