Sponsored
The Analysis of P/E Global LLC's Holdings & P&L
Currently, P/E Global LLC holds 8 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VOO (+66.3K shares, valued at $45.6M), N/A (+60.5K shares, valued at $45.3M), URTH (+146.5K shares, valued at $29.7M); decreased their positions in ACWI (-55.6K shares, valued at $8.7M), VEA (-4.0K shares, valued at $281.5K); initiated new positions in URTH (+146.5K shares, valued at $29.7M).
1M P&L
-2.3M-0.24%
3M P&L
+15.5M+1.64%
HY P&L
+59.8M+6.64%
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/A947.3M
100.0%
Top Industries by Stock Count
1N/A5 stocks
100.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
VOO
7.76%VANGUARD INDEX FDS
Shares921.2K
Event2026-06-30
Filed2026-07-23
ISHARES TR
8.77%ISHARES TR
Shares749.7K
Event2026-06-30
Filed2026-07-23
ACWI
-3.84%ISHARES TR
Shares1.4M
Event2026-06-30
Filed2026-07-23
BNDX
6.87%VANGUARD CHARLOTTE FDS
Shares1.0M
Event2026-06-30
Filed2026-07-23
ISHARES TR
8.07%ISHARES TR
Shares338.2K
Event2026-06-30
Filed2026-07-23
URTH
NewISHARES INC
Shares146.5K
Event2026-06-30
Filed2026-07-23
ISHARES TR
2.07%ISHARES TR
Shares168.8K
Event2026-06-30
Filed2026-07-23
VEA
-1.70%VANGUARD TAX-MANAGED FDS
Shares228.2K
Event2026-06-30
Filed2026-07-23
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available