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Home > Institutional Investor > Copperleaf Capital, Llc > Profile

Instuitional Investor - Copperleaf Capital, Llc

Fund Profile
Filing Period:
Fund Name: Copperleaf Capital, Llc
Portfolio Value $157,852,204
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Bitcoin Trust Etf
 401,427 $21,295,716 13.49%
2.
Ishares Trust
 IEF 18,952 $11,156,957 7.06%
3.
Ishares Tr
 176,296 $7,968,575 5.04%
4.
Ishares Trust
 IEF 49,953 $5,071,706 3.21%
5.
Dimensional Etf Trust
 140,459 $4,858,469 3.07%
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)