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

Instuitional Investor - Saxony Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Saxony Capital Management, Llc
Portfolio Value $75,465,878
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 30,647 $3,118,909 4.13%
2.
Apple Inc.
 AAPL 15,713 $3,025,200 4%
3.
Dimensional Etf Trust
 105,115 $3,010,504 3.98%
4.
Vanguard Bond Index Funds
 BND 33,254 $2,445,861 3.24%
5.
Ishares Trust
 IEF 21,173 $2,343,025 3.1%
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)