Ballentine Partners, LLC Q2 2020 Filing

Filed July 31, 2020

Portfolio Value

$2.1B

Holdings

372

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (372 positions)

StockValue
VTIVANGUARD INDEX FDS
$634.4M
IVVISHARES TR
$122.8M
ITOTISHARES TR
$89.4M
IEMGISHARES INC
$88.7M
AQLTISHARES TR
$83.5M
VEAVANGUARD TAX-MANAGED FDS
$73.7M
SPYSPDR S&P 500 ETF TR
$63.4M
VVVANGUARD INDEX FDS
$57.9M
VWOVANGUARD INTL EQUITY INDEX F
$53.0M
IWBISHARES TR
$48.2M
IJHISHARES TR
$37.6M
VOOVANGUARD INDEX FDS
$34.6M
VIGVANGUARD SPECIALIZED FUNDS
$26.8M
SCHBSCHWAB STRATEGIC TR
$26.2M
EFAISHARES TR
$25.5M
IWVISHARES TR
$25.4M
SCZISHARES TR
$25.3M
AAPLAPPLE INC
$22.3M
SCHESCHWAB STRATEGIC TR
$21.7M
IJRISHARES TR
$20.2M
VNQIVANGUARD INTL EQUITY INDEX F
$18.8M
MSFTMICROSOFT CORP
$17.0M
SPDWSPDR INDEX SHS FDS
$15.1M
VXFVANGUARD INDEX FDS
$14.4M
VGKVANGUARD INTL EQUITY INDEX F
$13.4M
GQ9SPDR GOLD TR
$12.9M
SPEMSPDR INDEX SHS FDS
$12.3M
VNQVANGUARD INDEX FDS
$11.3M
VPLVANGUARD INTL EQUITY INDEX F
$11.0M
TIPISHARES TR
$10.8M
VOVANGUARD INDEX FDS
$10.5M
AMZNAMAZON COM INC
$8.6M
ICFISHARES TR
$8.4M
EEMISHARES TR
$8.3M
IWFISHARES TR
$7.6M
VTIPVANGUARD MALVERN FDS
$7.0M
GOOGLALPHABET INC
$6.9M
VBVANGUARD INDEX FDS
$5.7M
IWMISHARES TR
$4.8M
METAFACEBOOK INC
$4.8M
PGPROCTER AND GAMBLE CO
$4.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.7M
VVISA INC
$4.5M
PEPPEPSICO INC
$4.3M
VEUVANGUARD INTL EQUITY INDEX F
$4.2M
IWRISHARES TR
$4.0M
PFEPFIZER INC
$4.0M
JPMJPMORGAN CHASE & CO
$3.9M
HONHONEYWELL INTL INC
$3.7M
GOOGALPHABET INC
$3.6M
JNJJOHNSON & JOHNSON
$3.6M
UNHUNITEDHEALTH GROUP INC
$3.4M
WMTWALMART INC
$3.4M
AAXJISHARES TR
$3.3M
HDHOME DEPOT INC
$3.3M
PRFINVESCO EXCHANGE TRADED FD T
$3.1M
MAMASTERCARD INCORPORATED
$2.9M
MCDMCDONALDS CORP
$2.9M
AGGISHARES TR
$2.9M
ADPAUTOMATIC DATA PROCESSING IN
$2.8M
VTVVANGUARD INDEX FDS
$2.8M
ITWILLINOIS TOOL WKS INC
$2.8M
DHRDANAHER CORPORATION
$2.7M
INTCINTEL CORP
$2.7M
GWXSPDR INDEX SHS FDS
$2.6M
NKENIKE INC
$2.6M
XOMEXXON MOBIL CORP
$2.5M
NEMNEWMONT CORP
$2.5M
KMBKIMBERLY CLARK CORP
$2.5M
CSCOCISCO SYS INC
$2.4M
VSSVANGUARD INTL EQUITY INDEX F
$2.4M
TSLATESLA INC
$2.4M
IJSISHARES TR
$2.4M
MRKMERCK & CO. INC
$2.4M
DISDISNEY WALT CO
$2.3M
IAUUSDISHARES GOLD TRUST
$2.3M
MDYSPDR S&P MIDCAP 400 ETF TR
$2.2M
ADBEADOBE INC
$2.1M
TXNTEXAS INSTRS INC
$2.1M
CRMSALESFORCE COM INC
$2.1M
BMYBRISTOL-MYERS SQUIBB CO
$2.1M
XLKSELECT SECTOR SPDR TR
$2.0M
EWJISHARES INC
$2.0M
COSTCOSTCO WHSL CORP NEW
$2.0M
ACNACCENTURE PLC IRELAND
$2.0M
IGSBISHARES TR
$1.9M
TMOTHERMO FISHER SCIENTIFIC INC
$1.9M
NVDANVIDIA CORPORATION
$1.9M
BNDVANGUARD BD INDEX FDS
$1.9M
BIIBBIOGEN INC
$1.9M
VDCVANGUARD WORLD FDS
$1.7M
SWKSTANLEY BLACK & DECKER INC
$1.7M
CLCOLGATE PALMOLIVE CO
$1.7M
MCKMCKESSON CORP
$1.6M
BACVERIZON COMMUNICATIONS INC
$1.6M
SYYSYSCO CORP
$1.5M
CVXCHEVRON CORP NEW
$1.5M
STPZPIMCO ETF TR
$1.5M
UPSUNITED PARCEL SERVICE INC
$1.5M
IWDISHARES TR
$1.5M
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