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Home > Institutional Investor > Shone Asset Management Llc > 13F Holdings

Instuitional Investor - Shone Asset Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 359,969 $19,618,000 15.24%
2.
American Centy Etf Tr
 167,726 $9,445,000 7.33%
3.
Flexshares Trust
 359,889 $8,724,000 6.77%
4.
Flexshares Trust
 172,897 $8,444,000 6.56%
5.
Vanguard Whitehall Funds
 101,898 $8,351,000 6.48%
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)