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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 $169,819,159
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 721,681 $40,175,980 23.65%
2.
Schwab Strategic Trust
 FNDF 301,823 $22,977,593 13.53%
3.
Ishares Trust
 IEF 188,951 $20,909,222 12.31%
4.
Ishares Tr
 159,154 $17,229,971 10.14%
5.
Ishares Trust
 IEF 172,280 $17,035,094 10.03%
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)