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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 $192,414,848
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 79,336 $37,893,237 19.69%
2.
Vanguard Intl Equity Index Funds
 VWO 367,454 $15,102,349 7.84%
3.
Ishares Inc
 266,273 $13,468,107 6.99%
4.
Ishares Tr
 225,543 $12,138,750 6.3%
5.
Spdr S & P 500 Etf Trust
 SPY 25,204 $11,979,491 6.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)