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Home > Institutional Investor > Mcmill Wealth Management > 13F Holdings

Instuitional Investor - Mcmill Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,606,937 $53,414,586 19.25%
2.
Spdr Series Trust
 316,463 $20,810,619 7.5%
3.
Dimensional Etf Trust
 498,288 $19,612,615 7.07%
4.
American Centy Etf Tr - US SML Value ETF
 190,744 $16,627,122 5.99%
5.
Dimensional Etf Trust
 265,804 $16,075,824 5.79%
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)