Instuitional Investor - Private Wealth Asset Management, Llc
Fund Profile
Filing Period:
Fund Name: | Private Wealth Asset Management, Llc |
Portfolio Value | $695,351,387 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Core Msci Emerging Markets Etf - CORE MSCI EMKT | 894,955 | $48,300,739 | 6.95% | |
2. | Ishares Trust Core Msci Eafe Etf - CORE MSCI EAFE | 635,306 | $48,060,890 | 6.91% | |
3. | IEF | 814,266 | $47,512,402 | 6.83% | |
4. | IEF | 60,689 | $34,100,899 | 4.9% | |
5. | BRK.A | 57,338 | $30,537,205 | 4.39% |