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Tim Monaco

Mjt & Associates Financial Advisory Group, Inc.

Assets Managed
$151.2M
Holdings
465
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.01%(2Q avg: 6.34%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mjt & Associates Financial Advisory Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 465 positions.

Assets under management

The assets under management (AUM) of Mjt & Associates Financial Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 151.2M in assets, with a quarterly growth rate of 11.01% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Tim Monaco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -2.92%
21.32%
$32.223M
196,157 shares@ $164.27 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.74%
15.99%
$24.17M
762,215 shares@ $31.71 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -8.1%
15.91%
$24.042M
174,815 shares@ $137.53 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 34.26%
5.83%
$8.81M
174,177 shares@ $50.59 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 2.48%
5.32%
$8.043M
78,729 shares@ $102.17 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Increased 4.59%
4.59%
$6.936M
122,710 shares@ $56.52 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 4.11%
3.86%
$5.835M
65,560 shares@ $89.01 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -14.53%
3.46%
$5.223M
51,055 shares@ $102.3 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.57%
3.19%
$4.822M
32,517 shares@ $148.31 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -6.35%
2.58%
$3.891M
76,936 shares@ $50.57 avg price

1-10 of 465