GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | Institutional Filer | ▲ 2.02% | $128.0M | 42 |
Current Portfolio Holdings
Showing all 42 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 129K | $41.2M | 32.21% |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | — | 241K | $14.1M | 11.02% |
| 3 | ITOT | ISHARES TR | — | 83K | $11.9M | 9.27% |
| 4 | VXUS | VANGUARD STAR FDS | — | 99K | $7.6M | 5.94% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 102K | $6.6M | 5.12% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 13K | $6.3M | 4.92% |
| 7 | IXUS | ISHARES TR | — | 57K | $4.9M | 3.86% |
| 8 | VBR | VANGUARD INDEX FDS | — | 16K | $3.5M | 2.75% |
| 9 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.5M | 2.75% |
| 10 | NOBL | PROSHARES TR | — | 25K | $2.7M | 2.10% |
| 11 | VUG | VANGUARD INDEX FDS | — | 5K | $2.3M | 1.79% |
| 12 | VTV | VANGUARD INDEX FDS | — | 10K | $2.0M | 1.55% |
| 13 | FSP | Franklin Street Properties Corp. | Real Estate | 2.9M | $1.9M | 1.49% |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | — | 25K | $1.9M | 1.47% |
| 15 | AAPL | Apple Inc. | Technology | 6K | $1.6M | 1.22% |
Showing 1 to 15 of 42 holdings