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Home > Institutional Investor > Mcnaughton Wealth Management, Llc > Profile

Instuitional Investor - Mcnaughton Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mcnaughton Wealth Management, Llc
Portfolio Value $168,855,230
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 222,820 $16,388,407 9.7%
2.
Spdr Ser Tr
 86,720 $12,575,267 7.44%
3.
Ishares Trust
 IEF 24,473 $11,688,887 6.92%
4.
Vanguard Whitehall Funds
 100,751 $11,246,789 6.66%
5.
Spdr Series Trust
 168,483 $10,961,491 6.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)