Instuitional Investor - Trevian Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Trevian Wealth Management Llc |
| Portfolio Value | $140,410 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 164,948 | $84,769 | 60.37% | |
| 2. | Northeast Bk Portland Me | 153,516 | $14,053 | 10.01% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 40,077 | $6,904 | 4.92% | |
| 4. | Vanguard Index Fds | 20,325 | $5,586 | 3.98% | |
| 5. | VWO | 123,192 | $5,576 | 3.97% |
