Permit Capital Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Permit Capital Advisors, LLC 13F Holdings
CIK 0001925332 · WEST CONSHOHOCKEN, PA
As of Mar 31, 2022, Permit Capital Advisors, LLC reported
114 positions worth $260.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 317,375 | $22.9K | 8.83% |
| VANGUARD 500 INDEX FUND | VOO | — | 54,242 | $22.2K | 8.53% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,461,861 |
|
7.9K6.89% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 74,546 |
3.3K | 5.11% |
| ISHARES CORE S&P 500 ETF | IVV | — | 27,441 |
2.3K | 4.71% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 146,604 |
0.4K | 3.99% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 943,512 | $9.4K | 3.60% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 593,974 | $9.3K | 3.59% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 785,339 | $8.4K | 3.23% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 148,941 | $8.0K | 3.09% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 111,819 | $7.6K | 2.94% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 113,147 | $6.7K | 2.58% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 1,580,771 | $6.4K | 2.46% |
| MANAGED PORTFOLIO SERIES | TPYP | — | 696,476 | $5.4K | 2.08% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 94,500 | $5.3K | 2.03% |
| VANGUARD VALUE INDEX FUND | VTV | — | 33,031 | $5.0K | 1.92% |
| TIDAL TRUST I | JSTC | — | 295,000 | $4.9K | 1.88% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 59,975 | $4.6K | 1.77% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 37,176 | $4.2K | 1.61% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 36,012 | $3.9K | 1.49% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 30,262 | $3.7K | 1.42% |
| INVESCO RAFI US 1000 ETF | PRF | — | 20,417 | $3.5K | 1.36% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 11,855 | $3.2K | 1.23% |
| ISHARES GOLD TRUST | IAU | — | 81,699 | $3.0K | 1.17% |
| GLOBAL X FDS | MLPX | — | 67,056 | $3.0K | 1.16% |