Greenline Partners, LLC
CIK 1697323 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- GLDM10.02%
- SCHO9.94%
- VTI6.34%
- SCHR3.38%
- STIP3.32%
- VPL3.21%
- VXUS3.10%
- VWO2.99%
- BRK.B2.98%
- VGK2.12%
Share classes counted separately47.40%
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 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $59.24M | 10.02% | 1.45M shares | — | ↗▾ | |
| 02 | SCHOSCHWAB SHORT-TERM US TREASUS TIPS ETF View history and evidence | $58.77M | 9.94% | 1.14M shares | — | ↗▾ | |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $37.46M | 6.34% | 157.90K shares | — | ↗▾ | |
| 04 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $19.98M | 3.38% | 401.79K shares | — | ↗▾ | |
| 05 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $19.63M | 3.32% | 199.11K shares | — | ↗▾ | |
| 06 | VPLVANGUARD FTSE PACIFIC ETFFTSE PACIFIC ETF View history and evidence | $18.94M | 3.21% | 263.12K shares | — | ↗▾ | |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $18.30M | 3.10% | 315.69K shares | — | ↗▾ | |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $17.69M | 2.99% | 430.40K shares | — | ↗▾ | |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $17.63M | 2.98% | 49.44K shares | — | ↗▾ | |
| 10 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $12.54M | 2.12% | 194.40K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TIP ISHARES TIPS BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| WDS WOODSIDE ENERGY GROUP-ADR | 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 1697323 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 590995917
}Research all 123 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.