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Home > Institutional Investor > Cabot-wellington, Llc > Profile

Instuitional Investor - Cabot-wellington, Llc

Fund Profile
Filing Period:
Fund Name: Cabot-wellington, Llc
Portfolio Value $309,129,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 673,701 $221,088,513 71.52%
2.
Ishares Trust
 VLUE 749,982 $65,480,941 21.18%
3.
Ishares Inc - CORE MSCI EMKT
 307,625 $20,278,633 6.56%
4.
Vanguard Index Fds - SMALL CP ETF
 7,964 $2,025,117 0.66%
5.
Vanguard Intl Equity Index Funds
 VWO 1,859 $256,170 0.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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