Members Advisory Group LLC - Portfolio overview

Members Advisory Group LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

  1. SCHB - SCHWAB STRATEGIC TR, 9.83%
  2. VOO - VANGUARD INDEX FDS, 6.53%
  3. GLD - SPDR GOLD TR, 5.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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