SWAN Capital LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SC
SWAN Capital LLC
Institutional Filer 5.79%$272.0M554

Current Portfolio Holdings

Showing all 554 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1VYMIVANGUARD WHITEHALL FDS283K$26.6M9.79%
2VCLTVANGUARD SCOTTSDALE FDS278K$20.8M7.64%
3VNQVANGUARD INDEX FDS223K$19.7M7.26%
4VTIPVANGUARD MALVERN FDS382K$19.1M7.02%
5VYMVANGUARD WHITEHALL FDS105K$15.6M5.74%
6PFFISHARES TR504K$15.3M5.62%
7VIGVANGUARD SPECIALIZED FUNDS71K$15.2M5.60%
8VDEVANGUARD WORLD FD84K$14.6M5.36%
9VPUVANGUARD WORLD FD73K$14.6M5.35%
10VIGIVANGUARD WHITEHALL FDS121K$10.7M3.94%
11VGTVANGUARD WORLD FD15K$10.3M3.78%
12BRKBBERKSHIRE HATHAWAY INC DEL19K$9.3M3.41%
13VWOBVANGUARD WHITEHALL FDS141K$9.3M3.40%
14VBKVANGUARD INDEX FDS26K$7.9M2.89%
15VONGVANGUARD SCOTTSDALE FDS69K$7.6M2.78%
Showing 1 to 15 of 554 holdings