Instuitional Investor - Pasadena Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Pasadena Private Wealth, Llc |
| Portfolio Value | $735,458,116 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 179,724 | $87,680,042 | 11.92% | |
| 2. | Vanguard Index Fds - VALUE ETF | 446,866 | $85,346,954 | 11.6% | |
| 3. | VWO | 717,517 | $52,780,525 | 7.18% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 118,751 | $25,150,215 | 3.42% | |
| 5. | FNDF | 916,854 | $24,947,585 | 3.39% |