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Home > Institutional Investor > Minichmacgregor Wealth Management, Llc > Profile

Instuitional Investor - Minichmacgregor Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Minichmacgregor Wealth Management, Llc
Portfolio Value $446,445,481
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 287,856 $28,964,137 6.49%
2.
Ishares Trust
 IEF 186,832 $21,083,991 4.72%
3.
Pimco Etf Trust
 717,932 $18,917,508 4.24%
4.
Schwab Strategic Trust
 FNDF 705,810 $17,673,503 3.96%
5.
Vaneck Etf Trust
 186,455 $16,408,063 3.68%
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)