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Home > Institutional Investor > Cobblestone Capital Advisors Llc > Profile

Instuitional Investor - Cobblestone Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cobblestone Capital Advisors Llc
Portfolio Value $1,953,103,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI TOTAL
 2,212,425 $171,042,544 8.76%
2.
Ishares Trust
 IEF 1,203,768 $162,556,888 8.32%
3.
Ishares Tr - US TREAS BD ETF
 5,042,513 $115,876,950 5.93%
4.
Dimensional Etf Trust
 2,752,510 $80,841,213 4.14%
5.
Apple Inc.
 AAPL 345,632 $70,913,390 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)