Filed: 10/22/2025ACC: 0001910344-25-000008
📋 What this filing means
P/E GLOBAL LLC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $500.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$500.0K
Total AUM (reported)
4.36M
Total Shares
Allocation by class
MSCI ACWI ETF$293.2K58.6%
TOTAL INT BD ETF$78.4K15.7%
S&P 500 ETF SHS$75.7K15.1%
CORE US AGGBD ET$52.8K10.6%
Portfolio Concentration
Top 3$447.3K89.4%
4–10$52.8K10.6%
Top 3 weight
89.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.36M
Sole
Full voting authority
4.36M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
ISHARES TR
SOLEShares2.12M
TypeSH
Market value$293.2K
58.64%
Sole
2.12M
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares1.58M
TypeSH
Market value$78.4K
15.67%
Sole
1.58M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares123.57K
TypeSH
Market value$75.7K
15.13%
Sole
123.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares526.58K
TypeSH
Market value$52.8K
10.56%
Sole
526.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 2.12M | SH | $293.2K 58.64% | 2.12M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.58M | SH | $78.4K 15.67% | 1.58M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 123.57K | SH | $75.7K 15.13% | 123.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 526.58K | SH | $52.8K 10.56% | 526.58K | 0.00 | 0.00 |