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Home > Institutional Investor > Cobblestone Asset Management Llc > Profile

Instuitional Investor - Cobblestone Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Cobblestone Asset Management Llc
Portfolio Value $135,635,302
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 85,230 $40,708,585 30.01%
2.
Vanguard Bond Index Funds
 BND 224,404 $16,504,914 12.16%
3.
J P Morgan Exchange Traded F
 166,031 $7,946,244 5.85%
4.
J P Morgan Exchange Traded F
 157,904 $7,931,518 5.84%
5.
Ishares Tr
 132,397 $6,897,884 5.08%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)