Instuitional Investor - Pine Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pine Harbor Wealth Management, Llc |
| Portfolio Value | $284,269,486 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 519,119 | $34,791,383 | 12.24% | |
| 2. | Pgim Etf Tr - AAA CLO ETF | 538,354 | $27,698,358 | 9.74% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 525,195 | $26,133,746 | 9.19% | |
| 4. | Dimensional Etf Trust | 714,979 | $22,228,710 | 7.82% | |
| 5. | Invesco Qqq Tr | 33,122 | $18,271,642 | 6.43% |
Hedge Fund Resource Center 
