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Home > Institutional Investor > Cvfg Llc > Profile

Instuitional Investor - Cvfg Llc

Fund Profile
Filing Period:
Fund Name: Cvfg Llc
Portfolio Value $109,641,359
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 31,603 $7,914,003 7.21%
2.
Spdr S & P 500 Etf Trust
 SPY 13,463 $7,890,530 7.19%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 13,805 $5,874,104 5.35%
4.
Vanguard Index Fds
 17,228 $4,992,932 4.55%
5.
Spdr Series Trust
 75,389 $4,123,037 3.76%
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)