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Home > Institutional Investor > Presilium Private Wealth, Llc > Profile

Instuitional Investor - Presilium Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Presilium Private Wealth, Llc
Portfolio Value $351,144,021
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 135,032 $41,978,625 11.95%
2.
Vanguard Index Fds
 271,856 $40,642,408 11.57%
3.
Vanguard Intl Equity Index Funds
 VWO 460,765 $29,710,125 8.46%
4.
Vanguard Scottsdale Funds
 432,183 $25,209,259 7.17%
5.
Vanguard Intl Equity Index Funds
 VWO 516,694 $21,236,113 6.04%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)