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Home > Institutional Investor > Mtc Wealth Management Llc > Profile

Instuitional Investor - Mtc Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Mtc Wealth Management Llc
Portfolio Value $208,098,863
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 418,264 $41,491,792 19.94%
2.
Spdr S & P 500 Etf Trust
 SPY 62,086 $38,359,818 18.43%
3.
Ishares Tr - ETF
 253,195 $21,136,707 10.16%
4.
Vanguard Index Fds - ETF
 115,037 $20,331,660 9.77%
5.
Ishares Trust
 IEF 114,489 $12,549,140 6.03%
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)