Instuitional Investor - Osbon Capital Management Llc
Fund Profile
Filing Period:
| Fund Name: | Osbon Capital Management Llc |
| Portfolio Value | $106,909,137 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fund | 18,064 | $13,615,998 | 12.74% | |
| 2. | Vanguard Index Fds Vanguard Total Stk Mkt Etf - VALUE ETF | 35,722 | $11,976,450 | 11.2% | |
| 3. | Invesco Qqq Tr Unit Ser 1 | 18,837 | $11,571,495 | 10.82% | |
| 4. | IEF | 19,033 | $9,008,405 | 8.43% | |
| 5. | Wisdomtree Tr Us Quality Divid Growth Fd | 43,850 | $3,921,518 | 3.67% |
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