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Home > Institutional Investor > Mowery & Schoenfeld Wealth Management, Llc > Profile

Instuitional Investor - Mowery & Schoenfeld Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mowery & Schoenfeld Wealth Management, Llc
Portfolio Value $58,241,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Covington Trust
 21,449 $4,765,325 8.18%
2.
Apple Inc.
 AAPL 14,827 $3,775,366 6.48%
3.
Dimensional Etf Trust
 95,703 $3,691,249 6.34%
4.
Nvidia Corp
 NVDA 18,924 $3,530,766 6.06%
5.
Microsoft Corp
 MSFT 5,306 $2,748,345 4.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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