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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 $291,515,942
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,583,312 $39,741,054 13.63%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 44,180 $26,424,456 9.06%
3.
Spdr Gold Trust
 GLD 51,522 $22,169,417 7.6%
4.
Spdr Series Trust
 124,976 $21,190,779 7.27%
5.
Pimco Etf Trust
 782,213 $20,494,071 7.03%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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