Instuitional Investor - Penobscot Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Penobscot Wealth Management |
| Portfolio Value | $216,993 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 621,512 | $42,847 | 19.74% | |
| 2. | Dimensional Etf Trust | 625,408 | $33,040 | 15.22% | |
| 3. | Vanguard Tax-Managed Fds | 635,313 | $30,381 | 14% | |
| 4. | Ishares Tr | 207,053 | $10,336 | 4.76% | |
| 5. | Vanguard World Fund | 15,038 | $9,350 | 4.3% |
