Ballentine Partners, LLC Q2 2024 Filing

Filed August 6, 2024

Portfolio Value

$5.4B

Holdings

753

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (753 positions)

StockValue
VTIVANGUARD INDEX FDS
$1.6T
AQLTISHARES TR
$416.4B
ITOTISHARES TR
$387.4B
IEMGISHARES INC
$228.3B
IVVISHARES TR
$212.2B
VEAVANGUARD TAX-MANAGED FDS
$210.2B
SPYSPDR S&P 500 ETF TR
$121.3B
VWOVANGUARD INTL EQUITY INDEX F
$117.0B
VVVANGUARD INDEX FDS
$97.5B
VNQVANGUARD INDEX FDS
$95.9B
MSFTMICROSOFT CORP
$76.1B
AAPLAPPLE INC
$70.4B
IWBISHARES TR
$68.9B
SCHBSCHWAB STRATEGIC TR
$67.9B
NVDANVIDIA CORPORATION
$52.5B
IWVISHARES TR
$52.1B
IJHISHARES TR
$52.0B
VOOVANGUARD INDEX FDS
$51.8B
VNQIVANGUARD INTL EQUITY INDEX F
$50.9B
VGKVANGUARD INTL EQUITY INDEX F
$39.3B
VIGVANGUARD SPECIALIZED FUNDS
$36.5B
SPDWSPDR INDEX SHS FDS
$33.8B
IJRISHARES TR
$31.4B
EFAISHARES TR
$30.7B
AMZNAMAZON COM INC
$28.9B
SCZISHARES TR
$28.5B
METAMETA PLATFORMS INC
$28.0B
GOOGLALPHABET INC
$26.3B
VPLVANGUARD INTL EQUITY INDEX F
$25.4B
IWFISHARES TR
$20.8B
SPEMSPDR INDEX SHS FDS
$20.0B
SCHESCHWAB STRATEGIC TR
$19.8B
NDQINVESCO QQQ TR
$18.7B
GOOGALPHABET INC
$18.5B
MUMICRON TECHNOLOGY INC
$17.2B
JPMJPMORGAN CHASE & CO.
$16.5B
JUSTGOLDMAN SACHS ETF TR
$16.0B
VOVANGUARD INDEX FDS
$15.5B
BRK/BBERKSHIRE HATHAWAY INC DEL
$15.5B
LLYELI LILLY & CO
$14.8B
IGFISHARES TR
$14.5B
IEURISHARES TR
$13.8B
VXFVANGUARD INDEX FDS
$12.7B
VEUVANGUARD INTL EQUITY INDEX F
$12.7B
AVGOBROADCOM INC
$11.8B
XLRESELECT SECTOR SPDR TR
$10.7B
EWJISHARES INC
$9.2B
MRKMERCK & CO INC
$9.2B
PGPROCTER AND GAMBLE CO
$8.9B
VVISA INC
$8.7B
UNHUNITEDHEALTH GROUP INC
$8.4B
MAMASTERCARD INCORPORATED
$8.3B
VBVANGUARD INDEX FDS
$8.2B
COSTCOSTCO WHSL CORP NEW
$8.1B
HDHOME DEPOT INC
$8.0B
JNJJOHNSON & JOHNSON
$7.6B
ICFISHARES TR
$7.6B
GQ9SPDR GOLD TR
$7.3B
IWMISHARES TR
$6.8B
MCKMCKESSON CORP
$6.8B
IAU*ISHARES GOLD TR
$6.1B
XOMEXXON MOBIL CORP
$6.0B
TSLATESLA INC
$6.0B
BACBANK AMERICA CORP
$5.5B
ABBVABBVIE INC
$5.5B
AGGISHARES TR
$5.5B
EEMISHARES TR
$5.4B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$5.4B
IWDISHARES TR
$5.4B
WMTWALMART INC
$5.3B
KOCOCA COLA CO
$5.1B
HYGISHARES TR
$5.0B
HONHONEYWELL INTL INC
$5.0B
ADPAUTOMATIC DATA PROCESSING IN
$5.0B
CVXCHEVRON CORP NEW
$4.9B
QCOMQUALCOMM INC
$4.9B
MCOMOODYS CORP
$4.9B
AMDADVANCED MICRO DEVICES INC
$4.8B
LRCXEURLAM RESEARCH CORP
$4.8B
DWDMORGAN STANLEY
$4.8B
ACNACCENTURE PLC IRELAND
$4.7B
XLKSELECT SECTOR SPDR TR
$4.6B
IWRISHARES TR
$4.6B
DHRDANAHER CORPORATION
$4.5B
VTVVANGUARD INDEX FDS
$4.5B
ORCLORACLE CORP
$4.4B
FORRFORRESTER RESH INC
$4.3B
TMOTHERMO FISHER SCIENTIFIC INC
$4.3B
ACWXISHARES TR
$4.2B
BNDVANGUARD BD INDEX FDS
$4.2B
AXPAMERICAN EXPRESS CO
$4.1B
PEPPEPSICO INC
$4.1B
ACWIISHARES TR
$4.1B
TXNTEXAS INSTRS INC
$4.1B
MCDMCDONALDS CORP
$4.1B
NFLXNETFLIX INC
$4.0B
FDXFEDEX CORP
$4.0B
ADBEADOBE INC
$4.0B
CRMSALESFORCE INC
$3.9B
ESGVVANGUARD WORLD FD
$3.9B
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