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Home > Institutional Investor > Safe Harbor Family Capital, Llc > Profile

Instuitional Investor - Safe Harbor Family Capital, Llc

Fund Profile
Filing Period:
Fund Name: Safe Harbor Family Capital, Llc
Portfolio Value $149,656,209
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 95,475 $35,329,435 23.61%
2.
Ishares Tr - SHRT NAT MUN ETF
 234,813 $25,000,501 16.71%
3.
Vanguard Malvern Fds - CORE BD ETF
 241,045 $18,616,522 12.44%
4.
Vanguard Whitehall Funds
 VYM 61,838 $9,772,292 6.53%
5.
Alps Etf Trust
 AMLP 252,052 $9,603,195 6.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.