Greenline Partners, LLC
CIK: 0001697323SEC EDGAR →
Portfolio Value
$798K
Holdings
149
As of
Q4 2025
New Positions
8
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 170,770 | $57K | 7.14% |
| 2 | WORLD GOLD TR | 592,939 | $50K | 6.27% |
| 3 | VANGUARD STAR FDS | 660,050 | $49K | 6.14% |
| 4 | AMERICAN CENTY ETF TR | 403,281 | $37K | 4.64% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 68,404 | $34K | 4.26% |
| 6 | AMERICAN CENTY ETF TR | 318,160 | $32K | 4.01% |
| 7 | ISHARES INC | 507,916 | $26K | 3.26% |
| 8 | VANGUARD INTL EQUITY INDEX F | 447,427 | $24K | 3.01% |
| 9 | VANGUARD INTL EQUITY INDEX F | 252,751 | $22K | 2.76% |
| 10 | ALPHABET INC CAP STK | 71,907 | $22K | 2.76% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $469K | 58.8% |
| Technology | 7 | $80K | 10.0% |
| Energy | 19 | $73K | 9.1% |
| Basic Materials | 14 | $61K | 7.6% |
| Unknown | 7 | $45K | 5.6% |
| Communication Services | 4 | $30K | 3.8% |
| Consumer Cyclical | 9 | $15K | 1.9% |
| Healthcare | 9 | $12K | 1.5% |
| Consumer Defensive | 7 | $10K | 1.3% |
| Industrials | 5 | $3K | 0.4% |
| Utilities | 1 | $0 | 0.0% |