Instuitional Investor - Pine Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pine Harbor Wealth Management, Llc |
| Portfolio Value | $248,390,962 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 493,431 | $31,456,252 | 12.66% | |
| 2. | Pgim Etf Tr | 418,025 | $21,402,920 | 8.61% | |
| 3. | Pgim Etf Tr | 363,139 | $17,993,586 | 7.24% | |
| 4. | Dimensional Etf Trust | 694,974 | $17,961,604 | 7.23% | |
| 5. | Invesco Qqq Tr | 32,066 | $16,393,516 | 6.59% |
