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 - S&P 500 ETF SHS | 245,834 | $92,450,790 | 21.45% | |
| 2. | VWO | 696,388 | $37,235,858 | 8.63% | |
| 3. | IEF | 299,590 | $21,426,677 | 4.97% | |
| 4. | AAPL | 129,750 | $21,395,849 | 4.96% | |
| 5. | Jpmorgan Ultra-Short Income Etf - ULTRA SHRT INC | 394,049 | $19,828,546 | 4.6% |
