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LYELL WEALTH MANAGEMENT, LP
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Q1 2018 Filing
LYELL WEALTH MANAGEMENT, LP
Q1 2018 Filing
Filed May 7, 2018
Portfolio Value
$270.3B
Holdings
106
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (106 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
IWF
iShares Russell 1000
1,620
$220.0M
0.08%
102
VO
Vanguard Mid Cap ETF
1,400
$216.0M
0.08%
103
A4S
Ameriprise Financial
1,430
$212.0M
0.08%
104
MMM
3M Company
950
$209.0M
0.08%
105
DIS
Walt Disney Co
1,979
$199.0M
0.07%
106
KWE1
Ring Energy Inc
11,450
$164.0M
0.06%
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