The Analysis of P/E Global LLC's Holdings & P&L


Currently, P/E Global LLC holds 7 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IEFA (+165.4K shares, valued at $15.0M), VEA (+232.1K shares, valued at $14.9M); decreased their positions in ACWI (-319.0K shares, valued at $44.1M), N/A (-30.4K shares, valued at $18.1M), BNDX (-303.1K shares, valued at $14.6M); initiated new positions in IEFA (+165.4K shares, valued at $15.0M), VEA (+232.1K shares, valued at $14.9M).


1M P&L
+36.3M+4.45%
3M P&L
+49.6M+6.18%
HY P&L
+80.7M+10.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A758.0M
100.0%

Top Industries by Stock Count

1N/A6 stocks
100.0%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-3.43%
Shares854.9K
Event2026-03-31
Filed2026-04-09
IVV
ISHARES TR
-1.46%
Shares689.2K
Event2026-03-31
Filed2026-04-09
ACWI
ISHARES TR
-18.07%
Shares1.4M
Event2026-03-31
Filed2026-04-09
BNDX
VANGUARD CHARLOTTE FDS
-23.78%
Shares971.7K
Event2026-03-31
Filed2026-04-09
AGG
ISHARES TR
-25.57%
Shares313.0K
Event2026-03-31
Filed2026-04-09
IEFA
ISHARES TR
New
Shares165.4K
Event2026-03-31
Filed2026-04-09
VEA
VANGUARD TAX-MANAGED FDS
New
Shares232.1K
Event2026-03-31
Filed2026-04-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available