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Home > Institutional Investor > Allie Family Office Llc > Profile

Instuitional Investor - Allie Family Office Llc

Fund Profile
Filing Period:
Fund Name: Allie Family Office Llc
Portfolio Value $180,142,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 80,924 $47,507,539 26.37%
2.
Ishares Trust
 IEF 253,037 $19,131,598 10.62%
3.
Ishares Tr - CORE MSCI EAFE
 125,658 $8,831,244 4.9%
4.
Ishares Trust
 IEF 171,432 $7,169,516 3.97%
5.
Spdr Index Shs Fds
 128,057 $6,165,945 3.42%
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)