Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Permit Capital Advisors, LLC (CIK 1925332) reported $260.0M across 114 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: SCHV ($22.9M, 8.83%), VOO ($22.2M, 8.53%), SPY ($17.9M, 6.89%), VBR ($13.3M, 5.11%), IVV ($12.3M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB US LARGE CAP VALUE ETF | $22.9M | 8.83% | 317,375 | New |
| 2 | VOO | VANGUARD S&P 500 ETF | $22.2M | 8.53% | 54,242 | New |
| 3 | SPY | SPDR S&P 500 ETF | $17.9M | 6.89% | 2.5M | New |
| 4 | VBR | VANGUARD SMALL CAP VALUE ETF | $13.3M | 5.11% | 74,546 | New |
| 5 | IVV | ISHARES CORE S&P 500 ETF | $12.3M | 4.71% | 27,441 | New |
| 6 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | $10.4M | 3.99% | 146,604 | New |
| 7 | IWN | ISHARES RUSSELL 2000 VALUE | $9.4M | 3.60% | 943,512 | New |
| 8 | MINT | PIMCO ENHANCED SHORT MATURITY ETF | $9.3M | 3.59% | 593,974 | New |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $8.4M | 3.23% | 785,339 | New |
| 10 | IEMG | ISHARES CORE MSCI EMERGING MKTS | $8.0M | 3.09% | 148,941 | New |
| 11 | IEFA | ISHARES CORE MSCI EAFE | $7.6M | 2.94% | 111,819 | New |
| 12 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $6.7M | 2.58% | 113,147 | New |
| 13 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $6.4M | 2.46% | 1.6M | New |
| 14 | TPYP | TORTOISE NORTH AMERICAN PIPELINE FUND | $5.4M | 2.08% | 696,476 | New |
| 15 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $5.3M | 2.03% | 94,500 | New |
| 16 | VTV | VANGUARD VALUE ETF | $5.0M | 1.92% | 33,031 | New |
| 17 | JSTC | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | $4.9M | 1.88% | 295,000 | New |
| 18 | XLU | UTILITIES SELECT SECTOR SPDR | $4.6M | 1.77% | 59,975 | New |
| 19 | VNQ | VANGUARD REIT INDEX ETF | $4.2M | 1.61% | 37,176 | New |
| 20 | IJR | ISHARES S&P SMALL-CAP FUND | $3.9M | 1.49% | 36,012 | New |
| 21 | VSS | VANGUARD FTSE ALL WORLD EX-US ETF | $3.7M | 1.42% | 30,262 | New |
| 22 | PRF | POWERSHARES FTSE RAFI US 1000 | $3.5M | 1.36% | 20,417 | New |
| 23 | IJH | ISHARES S&P MIDCAP FUND | $3.2M | 1.23% | 11,855 | New |
| 24 | IAU | ISHARES GOLD TRUST ETF | $3.0M | 1.17% | 81,699 | New |
| 25 | MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $3.0M | 1.16% | 67,056 | New |
Source: SEC Form 13F filings · as of 2022-03-31