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Home > Institutional Investor > Mgo Private Wealth, Llc > Profile

Instuitional Investor - Mgo Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mgo Private Wealth, Llc
Portfolio Value $156,190,585
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 64,417 $36,590,789 23.43%
2.
Vanguard Bond Index Funds
 BND 159,676 $11,756,977 7.53%
3.
Ishares Trust
 IEF 98,150 $9,736,480 6.23%
4.
Vanguard Intl Equity Index Funds
 VWO 96,981 $7,515,998 4.81%
5.
Vanguard Intl Equity Index Funds
 VWO 84,732 $6,963,243 4.46%
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)