$368 Thousand is the total value of P/E Global LLC's 3 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWI | Sell | ISHARES TRmsci acwi etf | $255,478 | -2.0% | 2,272,934 | -4.0% | 69.40% | -0.3% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $67,490 | +7.0% | 1,386,690 | +8.1% | 18.33% | +8.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $45,152 | -10.9% | 465,145 | -10.1% | 12.27% | -9.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q2 2024 | 100.0% |
| ISHARES TR | 2 | Q2 2024 | 69.6% |
| VANGUARD CHARLOTTE FDS | 2 | Q2 2024 | 18.3% |
View P/E Global LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR/A | 2023-04-11 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-06 |
View P/E Global LLC'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.