PE

P/E Global LLC

13F
P/E Global LLC
Last update 2025-04-17 4 Stocks (0 new)
Value $442.00 Mil Turnover 5 %
Countries:
Top Holdings: ACWI(57.99%)BNDX(15.81%)VOO(15.59%)AGG(10.61%)
Summary Stock Picks Current Portfolio
P/E Global LLC Top Holdings of 2025-03-31 View Full List
Ticker
ACWI
BNDX
VOO
AGG
VEA
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACWI 		iShares MSCI ACWI Index Fund
2,201,318
256,210.0
-1.25%
57.990
-0.74%
1.340
-1.93%
+1.74%
20,680.5
 
BNDX 		Vanguard Total International Bond ETF
1,430,852
69,850.0
+5.64%
15.810
+0.84%
0.110
+0.30%
+1.18%
63,464.9
 
VOO 		Vanguard S&P 500 ETF
134,036
68,880.0
+37.14%
15.590
+4.22%
0.010
-6.09%
-3.16%
639,059.2
 
AGG 		iShares Core U.S. Aggregate Bond ETF
474,097
46,900.0
+2.34%
10.610
+0.24%
0.040
+0.89%
+2.24%
122,380.5
 
VEA 		Vanguard FTSE Developed Markets ETF
0
0
Sold Out
0.000
-4.15%
0.000
+7.27%
+13.06%
147,781.3
 

P/E Global LLC's Historical Top Holdings Breakdowns

P/E Global LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+4.22%
●
507.05 ($540.58) 563.67
$519.99
-3.81%
Add 37.14%
134,036
36,298
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Sold Out
-4.15%
●
47.4 ($50.6) 52.99
$53.81
6.35%
Sold Out
0
-385,419
BNDX 		Vanguard Total International Bond ETF2025-03-31Add
+0.84%
●
48.33 ($48.9) 49.5
$49.22
0.65%
Add 5.64%
1,430,852
76,394
ACWI 		iShares MSCI ACWI Index Fund2025-03-31Reduce
-0.74%
●
115.16 ($119.81) 124.13
$119.54
-0.23%
Reduce -1.25%
2,201,318
-27,903
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+0.24%
●
95.85 ($97.76) 99.25
$97.78
0.02%
Add 2.34%
474,097
10,823
VOO 		Vanguard S&P 500 ETF2024-12-31New Buy
+11.85%
●
521.84 ($541.94) 558.82
$519.99
-4.05%
New holding
97,738
97,738
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31New Buy
+4.15%
●
47.57 ($50.18) 52.35
$53.81
7.24%
New holding
385,419
385,419
ACWI 		iShares MSCI ACWI Index Fund2024-12-31Add
+3.02%
●
117.05 ($120.02) 123.12
$119.54
-0.40%
Add 5.41%
2,229,221
114,345
AGG 		iShares Core U.S. Aggregate Bond ETF2024-12-31Add
+0.78%
●
96.64 ($98.45) 101.02
$97.78
-0.69%
Add 8.32%
463,274
35,589
BNDX 		Vanguard Total International Bond ETF2024-12-31Add
+0.63%
●
48.91 ($50.01) 50.61
$49.22
-1.58%
Add 4.37%
1,354,458
56,678

P/E Global LLC Total Holding History ($B)

To

P/E Global LLC's Asset Allocation

To

P/E Global LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

P/E Global LLC's Hypothetical Growth since 2025-03-31

P/E Global LLC's Yearly Returns

Year Portfolio % % Excess Gain %

P/E Global LLC's Holdings Heat Map

Size field:

P/E Global LLC's Holdings Bubble Chart

P/E Global LLC News

  • 1

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