Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 40 | Q3 2023 | 54.8% |
WISDOMTREE TR | 40 | Q3 2023 | 33.5% |
WISDOMTREE TR | 36 | Q3 2023 | 27.8% |
ISHARES TR | 33 | Q3 2023 | 13.1% |
VANGUARD INDEX FDS | 30 | Q3 2023 | 64.7% |
ISHARES GOLD TRUST | 26 | Q1 2021 | 1.3% |
SPDR S&P 500 ETF TR | 21 | Q3 2023 | 5.9% |
ISHARES TR | 19 | Q2 2021 | 10.5% |
SPDR SER TR | 19 | Q3 2023 | 4.3% |
THE CHARLES SCHWAB CORPORATI | 18 | Q3 2023 | 1.6% |
View Permanens Capital L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View Permanens Capital L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.