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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 $214,143,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 72,298 $49,374,712 23.06%
2.
Ishares Trust
 VLUE 274,457 $26,356,608 12.31%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 20,823 $12,562,788 5.87%
4.
Spdr Gold Trust
 GLD 22,766 $9,022,393 4.21%
5.
Ishares Trust
 IEF 148,646 $8,132,609 3.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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