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CIK: 0001910344
Total reported value
$1.6B
$1.6B
4 檔
28.4%
During the Q1 2025 filing period, P/E Global LLC (CIK: 0001910344) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 4 reported positions.
During Q1 2025, P/E Global LLC performed routine portfolio adjustments (0 new buys, 3 additions, 1 trims, and 1 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including ACWI, BNDX, VOO) accounted for 28.4% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
VEA
前期市值: $18.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 57.99% | -1.77% | -1.25% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 15.81% | -0.45% | +5.64% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.59% | +0.34% | +37.14% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.61% | -0.30% | +2.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.7% | +37.14% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +5.64% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.5% | +2.34% | Add |
| 4 | ACWI | Ishares Msci Acwi ETF | -1% | -1.25% | Trim |
| 5 | VEA | Vanguard Ftse Developed ETF | -4.2% | EXIT | Sold out |
According to official SEC Form 13F filings, P/E Global LLC reported a total U.S. public equity portfolio value of $1.6B across 4 disclosed positions in Q1 2025.
During Q1 2025, P/E Global LLC's top holdings by market value included ACWI (58.0%)、BNDX (15.8%)、VOO (15.6%). The largest single position, ACWI, represented 58.0% of total portfolio value.
In Q1 2025, P/E Global LLC made 5 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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