Instuitional Investor - Capital Asset Managemnet, Llc
Fund Profile
Filing Period:
| Fund Name: | Capital Asset Managemnet, Llc |
| Portfolio Value | $44,434,693 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Funds S&P 500 Etf Usd | 9,602 | $6,594,782 | 14.84% | |
| 2. | Vanguard Index Fds Vanguard Total Stk Mkt Etf | 16,049 | $5,938,691 | 13.36% | |
| 3. | IEF | 4,722 | $3,536,427 | 7.96% | |
| 4. | Vanguard Developed Markets Index Fund Etf | 36,361 | $2,590,722 | 5.83% | |
| 5. | AAPL | 8,061 | $2,332,531 | 5.25% |