Instuitional Investor - Pasadena Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Pasadena Private Wealth, Llc |
| Portfolio Value | $487,806,499 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 164,932 | $67,694,586 | 13.87% | |
| 2. | Vanguard Index Fds - VALUE ETF | 378,859 | $64,140,847 | 13.14% | |
| 3. | VWO | 595,017 | $34,159,947 | 7% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 117,846 | $23,354,686 | 4.78% | |
| 5. | Amplify Etf Tr | 380,157 | $15,388,772 | 3.15% |
