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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 $73,383,604
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - RAFI US 1000 ETF
 129,107 $6,975,664 9.51%
2.
Fidelity Covington Trust
 FENY 20,358 $5,813,838 7.92%
3.
Dimensional Etf Trust
 DFAC 91,829 $4,073,516 5.55%
4.
Apple Inc.
 AAPL 13,871 $4,013,744 5.47%
5.
Nvidia Corp
 NVDA 18,984 $3,798,453 5.18%
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.