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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 $467,634,977
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 72,792 $22,189,185 4.74%
2.
Ishares Trust
 IEF 191,409 $19,072,091 4.08%
3.
Pimco Etf Trust
 717,512 $19,042,768 4.07%
4.
Ishares Tr - INTL TREA BD ETF
 405,259 $17,466,663 3.74%
5.
Pimco Etf Trust
 172,872 $17,379,691 3.72%
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)