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Home > Institutional Investor > Swan Capital Llc > 13F Holdings

Instuitional Investor - Swan Capital Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 38,731 $18,745,617 11.8%
2.
Vanguard Scottsdale Funds
 232,196 $18,115,965 11.4%
3.
Vanguard Index Fds
 67,142 $14,742,408 9.28%
4.
Vanguard Index Fds
 60,087 $14,527,121 9.14%
5.
Vanguard Whitehall Funds
 214,965 $14,293,005 8.99%
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)