Instuitional Investor - Pasadena Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Pasadena Private Wealth, Llc |
| Portfolio Value | $584,930,047 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 181,691 | $79,653,123 | 13.62% | |
| 2. | Vanguard Index Fds - VALUE ETF | 422,697 | $74,707,456 | 12.77% | |
| 3. | VWO | 627,591 | $42,186,663 | 7.21% | |
| 4. | Global X Fds | 378,114 | $37,970,207 | 6.49% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 117,238 | $22,862,609 | 3.91% |
