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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 $203,590,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 431,946 $42,728,094 20.99%
2.
Spdr S & P 500 Etf Trust
 SPY 63,814 $35,697,137 17.53%
3.
Vanguard Index Fds - ETF
 117,323 $20,266,396 9.95%
4.
Ishares Tr - ETF
 259,603 $19,639,001 9.65%
5.
Ishares Trust
 IEF 118,135 $12,840,072 6.31%
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)