Private Ocean, LLC Portfolio Holdings

Private Ocean, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 633 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $243M, Ishares Core Total Usd Bond Ma with a value of $133M, Vanguard Sht Term Corp Bd ETF with a value of $56.9M, Dimensional ETF Tr with a value of $56.2M, and Spdr Bloomberg High Yield Bond with a value of $48M.

Examining the 13F form we can see an increase of $188M in the current position value, from $889M to 1.08B. Also it can be appreciated an additional of 231 stocks purchases and 1 closed positions.

Below you can find more details about Private Ocean, LLC portfolio as well as his latest detailed transactions.