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Home > Institutional Investor > Cobblestone Capital Advisors Llc > Profile

Instuitional Investor - Cobblestone Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cobblestone Capital Advisors Llc
Portfolio Value $1,519,954,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 2,007,864 $130,370,578 8.57%
2.
Ishares Trust
 IEF 1,077,354 $113,369,937 7.45%
3.
Apple Inc.
 AAPL 336,992 $64,881,055 4.26%
4.
Ishares Tr
 2,736,599 $63,051,236 4.14%
5.
Dimensional Etf Trust
 2,263,109 $55,265,129 3.63%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)