Instuitional Investor - Five Pine Wealth Management
Fund Profile
Filing Period:
Fund Name: | Five Pine Wealth Management |
Portfolio Value | $147,921,472 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | BND | 295,693 | $21,990,670 | 14.87% | |
2. | VWO | 266,944 | $19,050,234 | 12.88% | |
3. | Vanguard Index Fds - GROWTH ETF | 33,300 | $15,967,467 | 10.79% | |
4. | Vanguard Index Fds - VALUE ETF | 63,249 | $11,795,350 | 7.97% | |
5. | Vanguard Index Fds - S&P 500 ETF SHS | 17,343 | $10,622,403 | 7.18% |