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Home > Institutional Investor > Mcmill Wealth Management > Profile

Instuitional Investor - Mcmill Wealth Management

Fund Profile
Filing Period:
Fund Name: Mcmill Wealth Management
Portfolio Value $416,906,585
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 2,231,133 $74,653,706 17.91%
2.
Avantis Emerging Marketsequity Etf - ETF
 308,882 $38,425,320 9.22%
3.
Spdr Series Trust
 KRE 307,264 $27,002,353 6.48%
4.
Dimensional Etf Trust
 DFAC 498,066 $26,905,526 6.45%
5.
Avantis Us Large Cap Value Etf - ETF
 291,738 $26,609,383 6.38%
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.