Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Stone Asset Management Inc. > Profile

Instuitional Investor - Stone Asset Management Inc.

Fund Profile
Filing Period:
Fund Name: Stone Asset Management Inc.
Portfolio Value $62,585,860
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,047 $7,495,814 11.97%
2.
Vanguard Intl Equity Index Funds
 VWO 122,516 $6,550,907 10.46%
3.
Vanguard Index Fds
 29,793 $6,283,946 10.04%
4.
Vanguard World Fd
 26,898 $5,500,897 8.78%
5.
Ishares Trust
 IEF 19,435 $4,748,658 7.58%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)