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

Instuitional Investor - Morganrosel Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Morganrosel Wealth Management, Llc
Portfolio Value $296,251,488
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Morningstar Total Stock Market Etf - ETF
 151,049 $55,894,160 18.87%
2.
Schwab Strategic Trust
 SCHD 703,213 $19,479,000 6.58%
3.
Vanguard S&P 500 Etf - ETF
 16,273 $11,176,459 3.77%
4.
Schwab Strategic Trust
 SCHD 160,413 $8,463,390 2.86%
5.
Vanguard Intl Equity Index Funds
 VWO 95,133 $7,967,389 2.69%
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.