Instuitional Investor - Trevian Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Trevian Wealth Management Llc |
| Portfolio Value | $163,951 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 141,220 | $80,217 | 48.93% | |
| 2. | IEF | 162,988 | $22,010 | 13.42% | |
| 3. | Northeast Bk Portland Me | 153,520 | $13,662 | 8.33% | |
| 4. | Vanguard Index Fds - EXTEND MKT ETF | 33,900 | $6,533 | 3.98% | |
| 5. | Vanguard Index Fds | 18,116 | $5,506 | 3.36% |
