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Home > Institutional Investor > Pbwm Holdings, Llc > Profile

Instuitional Investor - Pbwm Holdings, Llc

Fund Profile
Filing Period:
Fund Name: Pbwm Holdings, Llc
Portfolio Value $430,979,556
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 245,834 $92,450,790 21.45%
2.
Vanguard Intl Equity Index Funds
 VWO 696,388 $37,235,858 8.63%
3.
Ishares Trust
 IEF 299,590 $21,426,677 4.97%
4.
Apple Inc.
 AAPL 129,750 $21,395,849 4.96%
5.
Jpmorgan Ultra-Short Income Etf
 394,049 $19,828,546 4.6%
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)