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

Instuitional Investor - Kopp Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Kopp Family Office, Llc
Portfolio Value $154,540,544
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 504,111 $28,739,368 18.6%
2.
Vanguard Intl Equity Index Funds
 VWO 358,490 $17,730,915 11.47%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 75,435 $13,709,557 8.87%
4.
Ishares Trust
 IEF 110,380 $10,949,696 7.09%
5.
Ishares Trust
 IEF 173,093 $10,735,228 6.95%
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)