Instuitional Investor - Pine Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pine Harbor Wealth Management, Llc |
| Portfolio Value | $326,312,235 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 542,129 | $40,209,675 | 12.32% | |
| 2. | Pgim Etf Tr - AAA CLO ETF | 680,639 | $34,889,538 | 10.69% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 623,468 | $30,917,799 | 9.47% | |
| 4. | Dimensional Etf Trust | 883,508 | $30,445,696 | 9.33% | |
| 5. | Invesco Qqq Tr | 34,962 | $21,477,427 | 6.58% |
Hedge Fund Resource Center 
