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Home > Institutional Investor > Cvfg Llc > Profile

Instuitional Investor - Cvfg Llc

Fund Profile
Filing Period:
Fund Name: Cvfg Llc
Portfolio Value $109,961,564
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 13,653 $7,637,176 6.95%
2.
Apple Inc.
 AAPL 32,040 $7,116,941 6.47%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 13,990 $5,874,106 5.34%
4.
Vanguard Index Fds
 18,716 $5,143,912 4.68%
5.
Spdr Index Shs Fds - MSCI ACWI EXUS
 154,431 $4,568,076 4.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)