Permanens Capital L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Permanens Capital L.P. | Institutional Filer | ▲ 1.24% | $776.3M | 88 |
Current Portfolio Holdings
Showing all 88 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | — | 1.9M | $166.2M | 21.41% |
| 2 | VTV | VANGUARD INDEX FDS | — | 599K | $117.6M | 15.15% |
| 3 | BIL | SPDR SERIES TRUST | — | 988K | $90.5M | 11.66% |
| 4 | VUG | VANGUARD INDEX FDS | — | 115K | $50.2M | 6.46% |
| 5 | SECU | BLACKROCK ETF TRUST II | — | 822K | $41.0M | 5.28% |
| 6 | SCHI | SCHWAB STRATEGIC TR | — | 1.3M | $30.6M | 3.94% |
| 7 | IEI | ISHARES TR | — | 258K | $30.6M | 3.94% |
| 8 | JPY | LAZARD ACTIVE ETF TR | — | 596K | $19.6M | 2.53% |
| 9 | CCJ | Cameco Corporation | Energy | 169K | $18.4M | 2.37% |
| 10 | PREF | PRINCIPAL EXCHANGE TRADED FD | — | 847K | $15.9M | 2.05% |
| 11 | BBEU | J P MORGAN EXCHANGE TRADED F | — | 207K | $15.0M | 1.93% |
| 12 | IAUM | ISHARES GOLD TR | — | 266K | $12.4M | 1.60% |
| 13 | MSFT | Microsoft Corporation | Technology | 31K | $11.5M | 1.49% |
| 14 | WMT | Walmart Inc. | Consumer Defensive | 87K | $10.8M | 1.39% |
| 15 | BKR | Baker Hughes Company | Energy | 175K | $10.7M | 1.37% |
Showing 1 to 15 of 88 holdings