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Home > Institutional Investor > Mccarthy Grittinger Financial Group, Llc > Profile

Instuitional Investor - Mccarthy Grittinger Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Mccarthy Grittinger Financial Group, Llc
Portfolio Value $468,891,092
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 301,376 $103,646,266 22.1%
2.
Vanguard Index Fds - SMALL CP ETF
 173,301 $52,530,956 11.2%
3.
Vanguard Intl Equity Index Funds
 VWO 549,176 $45,993,528 9.81%
4.
Vanguard Scottsdale Funds
 VCIT 516,400 $42,680,487 9.1%
5.
Vanguard Scottsdale Funds
 VCIT 686,632 $40,497,539 8.64%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.