Instuitional Investor - Pine Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pine Harbor Wealth Management, Llc |
| Portfolio Value | $311,735,815 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 522,577 | $37,855,538 | 12.14% | |
| 2. | Pgim Etf Tr - AAA CLO ETF | 592,365 | $30,506,807 | 9.79% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 580,254 | $28,914,064 | 9.28% | |
| 4. | Dimensional Etf Trust | 803,113 | $26,334,106 | 8.45% | |
| 5. | Invesco Qqq Tr | 33,759 | $20,268,186 | 6.5% |
Hedge Fund Resource Center 
