Instuitional Investor - Private Ocean, Llc
Fund Profile
Filing Period:
Fund Name: | Private Ocean, Llc |
Portfolio Value | $1,133,698,193 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 7,537,403 | $243,005,888 | 21.43% | |
2. | Ishares Total Us Bond Etf - ETF | 2,937,092 | $132,815,316 | 11.72% | |
3. | Vanguard Scottsdale Funds | 735,982 | $56,873,017 | 5.02% | |
4. | Dimensional Etf Trust | 2,172,254 | $56,196,221 | 4.96% | |
5. | Dimensional Etf Trust | 2,180,268 | $54,484,899 | 4.81% |