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Home > Institutional Investor > Penobscot Wealth Management > 13F Holdings

Instuitional Investor - Penobscot Wealth Management

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%
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)