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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 $346,104,328
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 418,192 $34,693,169 10.02%
2.
Spdr Gold Trust
 GLD 135,836 $25,967,768 7.5%
3.
Ishares Tr
 210,224 $21,386,116 6.17%
4.
Vaneck Etf Trust
 217,310 $18,443,100 5.32%
5.
First Tr Exchange-Traded Fd
 256,173 $13,205,719 3.81%
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)