Private Portfolio Partners LLC - Q4 2020 holdings

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$283 Million is the total value of Private Portfolio Partners LLC's 221 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SCHB  SCHWAB STRATEGIC TRus brd mkt etf$2,113,516
+14.3%
23,2280.0%0.75%
-0.4%
LMT  LOCKHEED MARTIN CORP$496,617
-7.4%
1,3990.0%0.18%
-18.9%
IWO  ISHARES TRrus 2000 grw etf$454,354
+29.4%
1,5840.0%0.16%
+13.4%
ETHO  ETF MANAGERS TRetho climate lea$426,143
+19.9%
8,0250.0%0.15%
+4.9%
ETN  EATON CORP PLC$334,470
+17.7%
2,7840.0%0.12%
+2.6%
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$255,659
+14.9%
4,2440.0%0.09%0.0%
ORCL  ORACLE CORP$225,686
+8.4%
3,4880.0%0.08%
-4.8%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2023-03-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS20Q3 20238.5%
VANGUARD INDEX FDS20Q3 20238.4%
VANGUARD INDEX FDS20Q3 20234.2%
VANGUARD INDEX FDS20Q3 20233.1%
VANGUARD INTL EQUITY INDEX F20Q3 20233.4%
APPLE INC20Q3 20232.9%
ISHARES TR20Q3 20232.4%
WISDOMTREE TR20Q3 20231.9%
ISHARES TR20Q3 20232.0%
VANGUARD INDEX FDS20Q3 20231.8%

View Private Portfolio Partners LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-07
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-12
13F-HR/A2023-03-14
13F-HR/A2023-03-14
13F-HR/A2023-03-14
13F-HR/A2023-03-14
13F-HR/A2023-03-14
13F-HR/A2023-03-14

View Private Portfolio Partners LLC's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been restated
  • The reported has been amended

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