Battery Global Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BG Battery Global Advisors, LLC | Institutional Filer | ▼ 13.73% | $186.2M | 154 |
Current Portfolio Holdings
Showing all 154 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total US Stock Market ETF | — | 176K | $56.4M | 30.27% |
| 2 | VEA | Vanguard FTSE Developed Markets ETF | — | 278K | $17.8M | 9.57% |
| 3 | INTU | Intuit Inc. | Technology | 41K | $17.7M | 9.51% |
| 4 | VOO | Vanguard S&P 500 ETF | — | 29K | $17.5M | 9.39% |
| 5 | PAYO | Payoneer Global Inc. | Technology | 2.9M | $14.0M | 7.50% |
| 6 | VWO | Vanguard FTSE Emerging Markets ETF | — | 167K | $9.0M | 4.86% |
| 7 | IAU | iShares Gold Trust | — | 101K | $8.9M | 4.77% |
| 8 | SPDW | SPDR Developed World Ex-US ETF | — | 153K | $7.0M | 3.74% |
| 9 | VUG | Vanguard Growth Index Fund ETF | — | 12K | $5.3M | 2.87% |
| 10 | RSP | Invesco Exchange (traded FD TR S&P500 Eql WGT) | — | 20K | $3.8M | 2.04% |
| 11 | TPYP | Tortoise North American Pipeline Fund | — | 68K | $2.9M | 1.56% |
| 12 | AAPL | Apple Inc. | Technology | 7K | $1.7M | 0.91% |
| 13 | MSFT | Microsoft Corporation | Technology | 4K | $1.5M | 0.78% |
| 14 | VV | Vanguard Large-Cap (index Fund) | — | 5K | $1.5M | 0.78% |
| 15 | GOOGL | Alphabet Inc. | Technology | 4K | $1.2M | 0.65% |
Showing 1 to 15 of 154 holdings