Instuitional Investor - Private Wealth Asset Management, Llc
Fund Profile
Filing Period:
Fund Name: | Private Wealth Asset Management, Llc |
Portfolio Value | $753,545,492 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Trust Core Msci Eafe Etf - CORE MSCI EAFE | 664,318 | $55,457,299 | 7.36% | |
2. | Ishares Core Msci Emerging Markets Etf - CORE MSCI EMKT | 909,155 | $54,576,581 | 7.24% | |
3. | IEF | 826,582 | $51,264,618 | 6.8% | |
4. | IEF | 67,300 | $41,786,269 | 5.55% | |
5. | BRK.A | 55,769 | $27,090,786 | 3.6% |