P/E GLOBAL LLC

PrivateCIK: 1910344
Location

BOSTON, MA

📋 What this filing means

P/E GLOBAL LLC filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $444.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5
Positions
$444.4K
Total AUM (reported)
4.53M
Total Shares

Allocation by class

TOTAL AUM$444.4K5 positions
MSCI ACWI ETF$261.9K58.9%
TOTAL INT BD ETF$66.4K15.0%
S&P 500 ETF SHS$52.7K11.9%
CORE US AGGBD ET$44.9K10.1%
VAN FTSE DEV MKT$18.4K4.1%

Portfolio Concentration

Top 385.7%4–1014.3%TOP 10100.0%0%100%
Top 3$381.0K85.7%
4–10$63.3K14.3%

Top 3 weight

85.7%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 4.53M

Sole

Full voting authority

4.53M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:

ISHARES TR

SOLE
MSCI ACWI ETF
Shares2.23M
TypeSH
Market value$261.9K
58.95%
Sole
2.23M
Shared
0.00
None
0.00

VANGUARD CHARLOTTE FDS

SOLE
TOTAL INT BD ETF
Shares1.35M
TypeSH
Market value$66.4K
14.95%
Sole
1.35M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares97.74K
TypeSH
Market value$52.7K
11.85%
Sole
97.74K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares463.27K
TypeSH
Market value$44.9K
10.10%
Sole
463.27K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares385.42K
TypeSH
Market value$18.4K
4.15%
Sole
385.42K
Shared
0.00
None
0.00
P/E GLOBAL LLC 13F Holdings — 5 Positions | Finecho