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Home > Institutional Investor > Stone Asset Management Inc. > Profile

Instuitional Investor - Stone Asset Management Inc.

Fund Profile
Filing Period:
Fund Name: Stone Asset Management Inc.
Portfolio Value $62,585,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,047 $7,495,814 11.97%
2.
Vanguard Intl Equity Index Funds
 VWO 122,516 $6,550,907 10.46%
3.
Vanguard Index Fds
 29,793 $6,283,946 10.04%
4.
Vanguard World Fd
 26,898 $5,500,897 8.78%
5.
Ishares Trust
 IEF 19,435 $4,748,658 7.58%
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)