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Home > Institutional Investor > Cowa, Llc > Profile

Instuitional Investor - Cowa, Llc

Fund Profile
Filing Period:
Fund Name: Cowa, Llc
Portfolio Value $234,057,151
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 327,043 $12,832,062 5.48%
2.
American Centy Etf Tr
 193,195 $12,787,957 5.46%
3.
Ishares Tr
 544,219 $12,636,766 5.4%
4.
Apple Inc.
 AAPL 35,821 $12,009,582 5.13%
5.
Ishares Tr
 461,267 $11,167,283 4.77%
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)