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Home > Institutional Investor > Custos Family Office, Llc > Profile

Instuitional Investor - Custos Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Custos Family Office, Llc
Portfolio Value $313,612,944
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 73,760 $45,797,873 14.6%
2.
Vanguard Intl Equity Index Funds
 VWO 421,259 $20,835,468 6.64%
3.
Fidelity Covington Trust
 321,535 $20,536,422 6.55%
4.
Ishares Tr - MSCI USA MIN VOL
 213,518 $20,042,980 6.39%
5.
Ishares Tr
 284,544 $18,193,734 5.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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