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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 $20,702,449
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 8,158 $5,797,483 28%
2.
Vanguard Bond Index Funds
 BND 28,572 $2,061,439 9.96%
3.
Vanguard Intl Equity Index Funds
 VWO 15,405 $1,421,259 6.87%
4.
Ishares Trust
 IEF 14,127 $1,373,709 6.64%
5.
Vanguard Intl Equity Index Funds
 VWO 10,402 $1,170,925 5.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.