Instuitional Investor - Five Pine Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Five Pine Wealth Management |
| Portfolio Value | $122,819,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 256,106 | $18,811,018 | 15.32% | |
| 2. | VWO | 249,524 | $15,136,116 | 12.32% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 34,851 | $12,923,290 | 10.52% | |
| 4. | Vanguard Index Fds - VALUE ETF | 60,060 | $10,374,729 | 8.45% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 17,136 | $8,806,492 | 7.17% |
