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Home > Institutional Investor > Five Pine Wealth Management > Profile

Instuitional Investor - Five Pine Wealth Management

Fund Profile
Filing Period:
Fund Name: Five Pine Wealth Management
Portfolio Value $118,624,327
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 242,382 $17,429,722 14.69%
2.
Vanguard Intl Equity Index Funds
 VWO 238,823 $13,710,848 11.55%
3.
Vanguard Index Fds
 31,600 $12,969,991 10.93%
4.
Vanguard Index Fds
 20,720 $11,164,393 9.41%
5.
Vanguard Index Fds
 52,543 $8,895,470 7.49%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)