Instuitional Investor - Five Pine Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Five Pine Wealth Management |
| Portfolio Value | $135,108,334 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 265,576 | $19,554,379 | 14.47% | |
| 2. | VWO | 260,193 | $17,500,614 | 12.95% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 35,322 | $15,494,238 | 11.47% | |
| 4. | Vanguard Index Fds - VALUE ETF | 62,377 | $11,039,616 | 8.17% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 17,418 | $9,891,246 | 7.32% |
