Permanens Capital L.P.
CIK 1599637 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- VTV41.90%
- EWJ10.82%
- VUG10.37%
- DXJ9.00%
- HEDJ5.38%
- HEZU5.23%
- EMXC3.54%
- IAU1.53%
- CCJ1.44%
- EWU1.31%
Share classes counted separately90.52%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $245.09M | 41.90% | 1.78M shares | — | ↗▾ | |
| 02 | EWJISHARES MSCI JAPAN ETFMSCI JPN ETF NEW View history and evidence | $63.31M | 10.82% | 1.05M shares | — | ↗▾ | |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $60.64M | 10.37% | 222.68K shares | — | ↗▾ | |
| 04 | DXJWISDOMTREE JAPAN HEDGED EQJAPN HEDGE EQT View history and evidence | $52.65M | 9.00% | 596.64K shares | — | ↗▾ | |
| 05 | HEDJWISDOMTREE EUROPE HEDGED EQUEUROPE HEDGED EQ View history and evidence | $31.44M | 5.38% | 796.01K shares | — | ↗▾ | |
| 06 | HEZUISHARES CURRENCY HEDGED MSCICUR HD EURZN ETF View history and evidence | $30.59M | 5.23% | 995.12K shares | — | ↗▾ | |
| 07 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $20.73M | 3.54% | 415.97K shares | — | ↗▾ | |
| 08 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $8.97M | 1.53% | 256.22K shares | — | ↗▾ | |
| 09 | CCJCAMECO CORP View history and evidence | $8.40M | 1.44% | 211.84K shares | — | ↗▾ | |
| 10 | EWUISHARES MSCI UNITED KINGDOMMSCI UK ETF NEW View history and evidence | $7.66M | 1.31% | 242.02K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PHYS SPROTT PHYSICAL GOLD TRUST | Non-derivative | — | — | SEC filing ↗ | |
| JEF JEFFERIES FINANCIAL GROUP IN | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1599637 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 584890566
}Research all 43 reported holdings.
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