Permanens Capital L.P.
CIK 1599637 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- VTV43.69%
- EWJ12.99%
- VUG10.93%
- DXJ6.57%
- EMXC5.70%
- HEDJ3.40%
- HEZU3.25%
- IAU1.51%
- SCHW1.34%
- SUSA1.28%
Share classes counted separately90.66%
Portfolio value by quarter
Top 10 holdings 26
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 | $224.27M | 43.69% | 1.50M shares | — | ↗▾ | |
| 02 | EWJISHARES MSCI JAPAN ETFMSCI JPN ETF NEW View history and evidence | $66.70M | 12.99% | 1.04M shares | — | ↗▾ | |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $56.09M | 10.93% | 180.42K shares | — | ↗▾ | |
| 04 | DXJWISDOMTREE JAPAN HEDGED EQJAPN HEDGE EQT View history and evidence | $33.72M | 6.57% | 383.27K shares | — | ↗▾ | |
| 05 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $29.28M | 5.70% | 528.36K shares | — | ↗▾ | |
| 06 | HEDJWISDOMTREE EUROPE HEDGED EQUEUROPE HEDGED EQ View history and evidence | $17.47M | 3.40% | 407.64K shares | — | ↗▾ | |
| 07 | HEZUISHARES CURRENCY HEDGED MSCICUR HD EURZN ETF View history and evidence | $16.68M | 3.25% | 500.90K shares | — | ↗▾ | |
| 08 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $7.75M | 1.51% | 198.63K shares | — | ↗▾ | |
| 09 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $6.87M | 1.34% | 99.79K shares | — | ↗▾ | |
| 10 | SUSAISHARES ESG OPTIMIZED MSCI UMSCI USA ESG SLC View history and evidence | $6.59M | 1.28% | 65.57K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EWU ISHARES MSCI UNITED KINGDOM | Non-derivative | — | — | SEC filing ↗ | |
| CAT CATERPILLAR INC | Non-derivative | — | — | SEC filing ↗ | |
| BRK.B BERKSHIRE HATHAWAY INC-CL B | Non-derivative | — | — | SEC filing ↗ |
3 / 21 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1599637 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 513289647
}Take these holdings further.
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