Fund HoldingsMTC Wealth Management LLC

Total Portfolio Value
$210.52M
Total Bought
$19.17M
Total Sold
$22.09M
Net Transaction
-$2.92M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR
CORE MSCI EAFE
244,759347,436+102,67721,89631,45314.94%+9,557
ISHARES TR412,464449,187+36,72341,19744,59121.18%+3,394
VANGUARD INDEX FDS17,29424,543+7,2498,43710,7205.09%+2,283
ISHARES TR233,444255,420+21,97612,34513,4256.38%+1,080
ISHARES TR112,534121,712+9,17812,40013,2656.30%+865
SPDR SERIES TRUST
ST SHO TREAS ETF
278,987308,027+29,0408,1698,9884.27%+820
ISHARES TR85,60092,695+7,0958,2318,8474.20%+616
ISHARES TR65,10767,412+2,3057,8258,3803.98%+555
ISHARES TR173,047171,561-1,48611,42111,5855.50%+164
GOLDMAN SACHS ETF TR105,84699,553-6,2939,0108,4284.00%-581
ISHARES INC
CORE MSCI EMKT
159,83097,018-62,81210,7446,7673.21%-3,977
STATE STR SPDR S&P 500 ETF T(SPY)58,68850,988-7,70040,02033,16015.75%-6,861
VANGUARD INDEX FDS112,13855,599-56,53921,41710,9095.18%-10,509
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