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Home > Institutional Investor > Cape Cod Five Cents Savings Bank > 13F Holdings

Instuitional Investor - Cape Cod Five Cents Savings Bank

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 179,593 $134,495,401 10.93%
2.
Vanguard Scottsdale Funds
 VCIT 821,555 $67,901,519 5.52%
3.
Ishares Trust
 HYG 638,057 $61,623,544 5.01%
4.
Vanguard Scottsdale Funds
 VCIT 992,735 $58,551,509 4.76%
5.
Ishares Trust
 IEF 714,861 $55,122,931 4.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.