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Hernani Lp Top Holdings and 13F Report (2024)

About Hernani Lp

Investment Activity

  • Hernani Lp has $12.85 million in total holdings as of September 30, 2024.
  • Hernani Lp owns shares of 2 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 39.34% of the portfolio was purchased this quarter.
  • About 12.67% of the portfolio was sold this quarter.
  • This quarter, Hernani Lp has purchased 1 new stock and bought additional shares in 0 stocks.
  • Hernani Lp sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

VANGUARD BD INDEX FDS
$7,795,667
Simplify Asset Management Inc.
$5,055,954

Largest New Holdings this Quarter

Simplify Asset Management Inc.
$5,055,954 Holding

Largest Purchases this Quarter

Simplify Asset Management Inc.
98,212 shares (about $5.06M)

Largest Sales this Quarter

VANGUARD BD INDEX FDS
21,685 shares (about $1.63M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHernani Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
VANGUARD BD INDEX FDS
$7,795,667$1,628,760 -17.3%103,79060.7%TOTAL BND MRKT
Simplify Asset Management Inc.
$5,055,954$5,055,954 New Holding98,21239.3%SIMPLIFY MBS ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data