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Home > Institutional Investor > Members Advisory Group Llc > Profile

Instuitional Investor - Members Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Members Advisory Group Llc
Portfolio Value $266,041,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,770,217 $42,184,364 15.86%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 43,412 $24,677,040 9.28%
3.
Schwab Strategic Trust
 FNDF 774,708 $22,629,685 8.51%
4.
Janus Detroit Str Tr
 407,042 $20,657,161 7.76%
5.
Vanguard Index Fds - VALUE ETF
 114,431 $20,227,363 7.6%
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)