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Home > Institutional Investor > Mattern Wealth Management Llc > Profile

Instuitional Investor - Mattern Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Mattern Wealth Management Llc
Portfolio Value $452,017,644
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,736,890 $57,300,002 12.68%
2.
Dimensional Etf Trust
 579,477 $27,536,751 6.09%
3.
American Centy Etf Tr - US EQT ETF
 280,397 $25,903,088 5.73%
4.
Microsoft Corp
 MSFT 57,684 $21,654,158 4.79%
5.
Apple Inc.
 AAPL 91,834 $20,399,055 4.51%
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)