Instuitional Investor - Penobscot Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Penobscot Wealth Management |
| Portfolio Value | $148,212 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 538,199 | $25,780 | 17.39% | |
| 2. | Spdr Series Trust | 392,390 | $21,935 | 14.79% | |
| 3. | Ishares Tr | 151,165 | $7,528 | 5.07% | |
| 4. | Spdr Series Trust | 129,468 | $6,037 | 4.07% | |
| 5. | AAPL | 24,204 | $4,660 | 3.14% |
