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

Instuitional Investor - Pasadena Private Wealth, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Pasadena Private Wealth, Llc
Portfolio Value	$786,093,537

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		412,598	$89,917,572	11.44%
2.	Vanguard Index Fds - GROWTH ETF		1,035,344	$89,184,551	11.35%
3.	Vanguard Intl Equity Index Funds	VWO	644,290	$53,959,250	6.86%
4.	Exone Co	XONE	612,547	$30,811,099	3.92%
5.	Schwab Strategic Trust	SCHD	868,323	$27,004,857	3.44%