Instuitional Investor - Pine Harbor Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 561,269 | $39,799,559 | 11.91% | |
| 2. | Pgim Etf Tr - AAA CLO ETF | 740,429 | $37,895,172 | 11.34% | |
| 3. | Dimensional Etf Trust | 1,017,885 | $36,165,445 | 10.82% | |
| 4. | Pgim Etf Tr - PGIM ULTRA SH BD | 685,513 | $33,932,875 | 10.15% | |
| 5. | Invesco Qqq Tr | 34,975 | $20,187,124 | 6.04% |
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