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Home > Institutional Investor > Rareview Capital Llc > 13F Holdings

Instuitional Investor - Rareview Capital Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 53,312 $27,397,570 17.36%
2.
Vanguard Tax-Managed Fds
 374,653 $19,043,612 12.06%
3.
Invesco Qqq Tr
 33,028 $15,487,490 9.81%
4.
Spdr Ser Tr
 110,640 $10,149,007 6.43%
5.
Vanguard Index Fds - SMALL CP ETF
 34,969 $7,754,376 4.91%
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)