Panoramic Investment Advisors, LLC New Holdings in Q1 2024

Panoramic Investment Advisors, LLC

Stock	Shares change	Price Range	Shares Held
Fidelity Wise Origin Bitcoin	84.6K New	N/A	84.6K $5.25B
Ishares Bitcoin Tr	122K New	N/A	122K $4.92B
GBTC Grayscale Bitcoin Trust (Btc) ETFs	8.05K New	$34.88 - $65.58 $281K - $528K	8.05K $508M
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	8.07K New	$45.67 - $49.16 $368K - $396K	8.07K $396M
PFE Pfizer Inc Healthcare	11.9K New	$25.89 - $29.73 $307K - $353K	11.9K $329M
IAU Ishares Gold Trust ETFs	6.32K New	$37.66 - $42.01 $238K - $265K	6.32K $265M
DFAC Dimensional ETF Tr U S Core Eq ETFs	7.09K New	$28.62 - $31.95 $203K - $226K	7.09K $226M
Vanguard Malvern Fds	2.91K New	N/A	2.91K $223M
Blackrock ETF Trust Ii	4.1K New	N/A	4.1K $215M
SPY Spdr S&P 500 ETF Trust ETFs	405 New	$467.28 - $523.17 $189K - $212K	405 $212M
MSTR Microstrategy Inc Technology	124 New	$450.19 - $1919.16 $55.8K - $238K	124 $211M
SCHX Schwab Strategic Tr Us Large C ETFs	3.35K New	$55.41 - $62.08 $185K - $208K	3.35K $208M
VOE Vanguard Mid Cap Value Index F ETFs	1.33K New	$141.07 - $155.91 $188K - $207K	1.33K $207M
DVA Davita Inc. Healthcare	1.47K New	$103.89 - $139.21 $153K - $205K	1.47K $203M

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