Instuitional Investor - Pasadena Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Pasadena Private Wealth, Llc |
| Portfolio Value | $694,882,051 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 178,116 | $85,426,092 | 12.29% | |
| 2. | Vanguard Index Fds - VALUE ETF | 433,375 | $80,820,078 | 11.63% | |
| 3. | VWO | 697,835 | $49,804,517 | 7.17% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 118,139 | $24,656,745 | 3.55% | |
| 5. | American Centy Etf Tr | 312,781 | $23,493,012 | 3.38% |
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