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Home > Institutional Investor > Crestone Asset Management Llc > Profile

Instuitional Investor - Crestone Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Crestone Asset Management Llc
Portfolio Value $442,822,243
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 643,892 $50,236,450 11.34%
2.
Vanguard Scottsdale Funds
 506,635 $36,751,335 8.29%
3.
Ishares Trust
 IEF 111,292 $33,740,450 7.61%
4.
Ishares Trust
 IEF 322,928 $31,931,112 7.21%
5.
Vanguard Index Fds
 346,607 $30,626,182 6.91%
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)