Instuitional Investor - Perissos Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Perissos Private Wealth Management, Llc |
| Portfolio Value | $109,732,069 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Blackstone Secd Lending Fd | 301,077 | $9,742,837 | 8.88% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 17,130 | $8,803,070 | 8.02% | |
| 3. | GLD | 21,862 | $6,299,317 | 5.74% | |
| 4. | J P Morgan Exchange Traded F | 104,194 | $5,953,641 | 5.43% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 85,178 | $4,312,563 | 3.93% |
