MCMORGAN & CO LLC - Portfolio overview

MCMORGAN & CO LLC has 64 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 Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 22.42%
2. VOO - VANGUARD INDEX FDS, 11.07%
3. IUSB - ISHARES TR, 8.79%

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

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