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Home > Institutional Investor > Coston, Mcisaac & Partners > Profile

Instuitional Investor - Coston, Mcisaac & Partners

Fund Profile
Filing Period:
Fund Name: Coston, Mcisaac & Partners
Portfolio Value $337,842,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Dividend Appreciation Etf
 88,588 $17,347 5.14%
2.
Dfa Global Equity I
 487,924 $16,603 4.92%
3.
Vanguard Total Stock Market Etf
 53,144 $15,401 4.56%
4.
Berkshire Hathaway Inc
 BRK.A 30,962 $14,033 4.15%
5.
Apple Inc.
 AAPL 54,854 $13,736 4.07%
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)