Instuitional Investor - Private Ocean, Llc
Fund Profile
Filing Period:
| Fund Name: | Private Ocean, Llc |
| Portfolio Value | $1,006,903,399 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 7,332,654 | $214,333,464 | 21.28% | |
| 2. | Ishares Total Us Bond Etf | 2,460,176 | $113,340,308 | 11.25% | |
| 3. | Vanguard Scottsdale Funds | 784,225 | $60,675,476 | 6.02% | |
| 4. | Spdr Blmbg Barclays High Yield Bd Etf | 531,692 | $50,367,169 | 5% | |
| 5. | Dimensional Etf Trust | 1,855,612 | $48,208,802 | 4.78% |
