Greenline Partners, LLC
CIK 1697323 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- GLDM10.98%
- VTI6.90%
- SCHP6.87%
- BRK.B3.49%
- VXUS3.29%
- STIP3.15%
- VWO3.05%
- VPL2.84%
- SCHR2.44%
- SCHO2.32%
Share classes counted separately45.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDMWeight increased · +0.46 pp10.52% → 10.98%Shares -23.55K (-1.58%)
- TRPWeight increased · +0.33 pp1.69% → 2.02%Shares +1.34K (+0.45%)
- AMZNWeight decreased · -0.16 pp1.37% → 1.21%Shares -500 (-1.09%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $76.72M | 10.98% | 1.47M shares | 10.52% → 10.98%+0.46 pp -23.55K (-1.58%) | Reduced | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $48.22M | 6.90% | 170.29K shares | 6.86% → 6.90%+0.04 pp +2.07K (+1.23%) | Added | ↗▾ |
| 03 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $48.01M | 6.87% | 895.27K shares | 6.89% → 6.87%-0.02 pp +16.95K (+1.93%) | Added | ↗▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $24.40M | 3.49% | 53.02K shares | 3.34% → 3.49%+0.15 pp -1.15K (-2.13%) | Reduced | ↗▾ |
| 05 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $22.96M | 3.29% | 354.65K shares | 3.21% → 3.29%+0.08 pp +4.85K (+1.39%) | Added | ↗▾ |
| 06 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $22.01M | 3.15% | 217.25K shares | 3.22% → 3.15%-0.07 pp +3.70K (+1.73%) | Added | ↗▾ |
| 07 | VWOVANGUARD FTSE EMERGING MARKEENERGY ETF View history and evidence | $21.34M | 3.05% | 446.01K shares | 2.96% → 3.05%+0.09 pp +3.01K (+0.68%) | Added | ↗▾ |
| 08 | VPLVANGUARD FTSE PACIFIC ETFVANGUARD INTL EQUITY INDEX F View history and evidence | $19.83M | 2.84% | 252.93K shares | 2.98% → 2.84%-0.14 pp -12.49K (-4.71%) | Reduced | ↗▾ |
| 09 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $17.08M | 2.44% | 337.47K shares | 2.42% → 2.44%+0.02 pp +8.76K (+2.66%) | Added | ↗▾ |
| 10 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $16.19M | 2.32% | 330.62K shares | 2.35% → 2.32%-0.03 pp +8.61K (+2.68%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VUG VANGUARD MRNGSTAR GR ETF-SUI | Non-derivative | -16,286 | -$6.13M | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -5,118 | -$528.18K | SEC filing ↗ | SEC filing ↗ |
| ADBE ADOBE INC | Non-derivative | -738 | -$413.29K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 Sep 30, 2024
Data loaded Oct 15, 2026 · First reported Nov 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 698794217
}Research all 137 reported holdings.
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