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. | BND | 242,382 | $17,429,722 | 14.69% | |
| 2. | VWO | 238,823 | $13,710,848 | 11.55% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 31,600 | $12,969,991 | 10.93% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 20,720 | $11,164,393 | 9.41% | |
| 5. | Vanguard Index Fds - VALUE ETF | 52,543 | $8,895,470 | 7.49% |
