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Home > Institutional Investor > Saxony Capital Management, Llc > Profile

Instuitional Investor - Saxony Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Saxony Capital Management, Llc
Portfolio Value $130,467,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 149,453 $6,909,212 5.3%
2.
Vanguard Bond Index Funds
 BND 92,658 $6,822,416 5.23%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 11,843 $6,727,043 5.16%
4.
Nvidia Corp
 NVDA 30,942 $4,888,555 3.75%
5.
Invesco Qqq Tr
 8,209 $4,528,271 3.47%
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)