Traveka Wealth, LLC Portfolio Holdings

Traveka Wealth, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $20.8B, Vanguard Small Cap Value ETF with a value of $13.9B, Vanguard Bd Index Fd Inc Short with a value of $13.7B, Vanguard Value ETF with a value of $9.84B, and Vanguard Bd Index Fd Inc Inter with a value of $7.35B.

Examining the 13F form we can see an decrease of $7.87B in the current position value, from $205B to 197B.

Traveka Wealth, LLC is based out at San Jose, CA

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