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Home > Institutional Investor > Pack Private Wealth, Llc > Profile

Instuitional Investor - Pack Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Pack Private Wealth, Llc
Portfolio Value $168,120,164
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 692,850 $35,217,566 20.95%
2.
Ishares Trust
 IEF 52,370 $29,426,703 17.5%
3.
Vanguard Intl Equity Index Funds
 VWO 446,504 $20,208,771 12.02%
4.
Ishares Trust
 IEF 277,476 $16,190,725 9.63%
5.
Graco Inc
 GGG 153,713 $12,836,573 7.64%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)