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Stefanie Porter

@White Pine Investment Co

Latest period2024 - Q4ReportedManaged Assets$370.227MTotal holdings66
Assets growth rate1.59%Assets growth rate (2-Q avg)4.34%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in White Pine Investment Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of White Pine Investment Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 370.227M in assets, with a quarterly growth rate of 1.59% and a 2-quarter average growth rate of 4.34%. The portfolio is managed by Stefanie Porter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FNDXSchwab Fundamental U.s. Large
Recent Activity
Increased 205.66%
3.81%
$14.073M
594,292 shares@ $23.69 avg price
AAPLApple Inc
Recent Activity
Increased 3.5%
2.98%
$11.028M
44,039 shares@ $250.42 avg price
SHYIshares 1-3 Year Treasury Bond Etf
Recent Activity
Increased 10.5%
2.66%
$9.835M
119,969 shares@ $81.98 avg price
JUSTGoldman Sachs Etf Tr Just Us Lrg Cp
Recent Activity
Increased 3.08%
2.45%
$9.045M
108,802 shares@ $83.14 avg price
SCHVSchwab U.s. Large-cap Value Et
Recent Activity
Increased 198.05%
2.42%
$8.943M
343,050 shares@ $26.07 avg price
FLTRVaneck Vectors Investment Grade Floating Rate Etf
Recent Activity
Increased 61.93%
2.39%
$8.83M
346,952 shares@ $25.46 avg price
IJKIshares S&p Midcap Growth
Recent Activity
Increased 58.93%
2.36%
$8.702M
95,697 shares@ $90.94 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 1.93%
2.3%
$8.499M
38,738 shares@ $219.4 avg price
TIPIshares Tips Bond Etf
Recent Activity
Increased 5.44%
2.26%
$8.344M
78,306 shares@ $106.56 avg price
DONWisdomtree Us Midcap Dividend Etf
Recent Activity
Increased 22.15%
2.25%
$8.328M
163,398 shares@ $50.97 avg price