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Home > Institutional Investor > Osbon Capital Management Llc > 13F Holdings

Instuitional Investor - Osbon Capital Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 77,161 $11,581,000 12.31%
2.
Vanguard Index Fds
 69,486 $10,886,000 11.57%
3.
Spdr Series Trust
 75,156 $7,582,000 8.06%
4.
Vanguard Index Fds
 58,951 $5,152,000 5.48%
5.
Spdr Series Trust
 188,356 $5,129,000 5.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)