Instuitional Investor - Five Pine Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Five Pine Wealth Management |
| Portfolio Value | $155,895,384 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 310,491 | $22,998,055 | 14.75% | |
| 2. | VWO | 278,892 | $20,515,324 | 13.16% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 32,669 | $15,937,900 | 10.22% | |
| 4. | Vanguard Index Fds - VALUE ETF | 64,028 | $12,228,717 | 7.84% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 17,270 | $10,830,830 | 6.95% |