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Home > Institutional Investor > Sbe Llc Dba Cedar Cove Wealth Partners > Profile

Instuitional Investor - Sbe Llc Dba Cedar Cove Wealth Partners

Fund Profile
Filing Period:
Fund Name: Sbe Llc Dba Cedar Cove Wealth Partners
Portfolio Value $212,825,071
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 391,112 $41,729,729 19.61%
2.
Ishares Tr - ESG EAFE ETF
 245,699 $20,786,124 9.77%
3.
Spdr Series Trust
 KRE 196,397 $17,259,343 8.11%
4.
Market Vectors Etf Trust
 GDX 12,536 $8,221,996 3.86%
5.
Vaneck Fds
 186,941 $8,099,038 3.81%
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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