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Home > Institutional Investor > Cic Wealth, Llc > Profile

Instuitional Investor - Cic Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Cic Wealth, Llc
Portfolio Value $315,420,982
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 77,927 $34,038,634 10.79%
2.
Apple Inc.
 AAPL 141,717 $27,284,724 8.65%
3.
Microsoft Corp
 MSFT 40,319 $15,161,581 4.8%
4.
Vanguard Index Fds
 66,977 $14,288,203 4.52%
5.
Pepsico Inc
 PEP 59,184 $10,051,784 3.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)