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Home > Institutional Investor > Dgs Capital Management, Llc > Profile

Instuitional Investor - Dgs Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Dgs Capital Management, Llc
Portfolio Value $260,114,206
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coinbase Global Inc.
 COIN 327,985 $57,043,151 21.93%
2.
Ishares Short-Term National Muni Bond Etf
 245,935 $25,928,909 9.96%
3.
Apple Inc.
 AAPL 45,071 $8,677,467 3.33%
4.
Microsoft Corp
 MSFT 19,990 $7,517,210 2.88%
5.
Spdr Portfolio Short Term Treasury Etf
 216,355 $6,285,113 2.41%
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)