Instuitional Investor - Pines Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Pines Wealth Management, Llc
Portfolio Value $308,952,869
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 26,964 $17,613,155 5.7%
2.
Vanguard Instl Index Fd - ULTRA-SHORT TREA
174,037 $13,167,640 4.26%
3. BND 146,105 $11,456,094 3.71%
4. NVDA 63,785 $11,124,161 3.6%
5. AAPL 40,014 $10,155,153 3.29%