Breakwater Investment Management has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31.4B, Schwab Strategic Tr Us Broad M with a value of $19.9B, Vanguard Star Fd Vanguard Tota with a value of $13.4B, Vanguard Bd Index Fd Inc Total with a value of $12.2B, and Microsoft Corp with a value of $12.2B.
Examining the 13F form we can see an increase of $6.23B in the current position value, from $217B to 224B.
Breakwater Investment Management is based out at Seattle, WA
Below you can find more details about Breakwater Investment Management portfolio as well as his latest detailed transactions.
