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Home > Institutional Investor > Mcmorgan & Co Llc > Profile

Instuitional Investor - Mcmorgan & Co Llc

Fund Profile
Filing Period:
Fund Name: Mcmorgan & Co Llc
Portfolio Value $664,035,927
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 1,955,898 $143,582,481 21.62%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 120,533 $82,783,272 12.47%
3.
Ishares Tr
 1,099,343 $50,734,687 7.64%
4.
Blackrock Etf Trust
 DYNF 600,654 $40,850,489 6.15%
5.
Spdr Series Trust
 KRE 1,504,389 $39,460,132 5.94%
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.