Perigon Wealth Management, LLC Q4 2023 Filing
Filed January 29, 2024
Portfolio Value
$3.1B
Holdings
832
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (832 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $249.8T |
NVDANVIDIA CORPORATION | $105.4T |
UNPUNION PAC CORP | $88.8T |
AMZNAMAZON COM INC | $73.7T |
MSFTMICROSOFT CORP | $73.2T |
NDQINVESCO QQQ TR | $72.3T |
VOOVANGUARD INDEX FDS | $69.2T |
IVVISHARES TR | $61.8T |
OXYOCCIDENTAL PETE CORP | $48.9T |
DFACDIMENSIONAL ETF TRUST | $44.7T |
SPYSPDR S&P 500 ETF TR | $43.9T |
GOOGLALPHABET INC | $43.3T |
GOOGALPHABET INC | $42.2T |
HDHOME DEPOT INC | $35.2T |
VVISA INC | $32.8T |
VTIVANGUARD INDEX FDS | $31.6T |
METAMETA PLATFORMS INC | $28.6T |
TSLATESLA INC | $25.4T |
IJHISHARES TR | $25.0T |
LLYELI LILLY & CO | $23.9T |
SCHGSCHWAB STRATEGIC TR | $22.8T |
BNDVANGUARD BD INDEX FDS | $22.7T |
MCOMOODYS CORP | $21.9T |
JPMJPMORGAN CHASE & CO | $21.8T |
SCHFSCHWAB STRATEGIC TR | $21.6T |
AGGISHARES TR | $21.5T |
VEAVANGUARD TAX-MANAGED FDS | $20.8T |
BRK/BBERKSHIRE HATHAWAY INC DEL | $20.3T |
MAMASTERCARD INCORPORATED | $19.9T |
MCDMCDONALDS CORP | $19.1T |
MUBISHARES TR | $18.9T |
TMOTHERMO FISHER SCIENTIFIC INC | $18.4T |
JNJJOHNSON & JOHNSON | $18.4T |
IUSBISHARES TR | $18.0T |
DFAIDIMENSIONAL ETF TRUST | $17.9T |
SHYISHARES TR | $17.5T |
MRKMERCK & CO INC | $17.4T |
DFAUDIMENSIONAL ETF TRUST | $17.3T |
QUALISHARES TR | $16.4T |
XLVSELECT SECTOR SPDR TR | $16.2T |
ABBVABBVIE INC | $15.9T |
AQLTISHARES TR | $15.8T |
IJRISHARES TR | $14.5T |
IWBISHARES TR | $14.3T |
TFLOISHARES TR | $14.2T |
VTEBVANGUARD MUN BD FDS | $13.8T |
BSVVANGUARD BD INDEX FDS | $13.7T |
COSTCOSTCO WHSL CORP NEW | $13.6T |
MBBISHARES TR | $13.6T |
CRMSALESFORCE INC | $13.4T |
VBVANGUARD INDEX FDS | $12.7T |
SCHVSCHWAB STRATEGIC TR | $12.2T |
SCHDSCHWAB STRATEGIC TR | $12.1T |
SGOVISHARES TR | $12.1T |
IWMISHARES TR | $11.7T |
XOMEXXON MOBIL CORP | $11.5T |
CVXCHEVRON CORP NEW | $11.2T |
IEMGISHARES INC | $11.2T |
SCHWSCHWAB CHARLES CORP | $11.1T |
AVGOBROADCOM INC | $11.1T |
VIGVANGUARD SPECIALIZED FUNDS | $11.0T |
IYWISHARES TR | $10.9T |
BXBLACKSTONE INC | $10.8T |
AXPAMERICAN EXPRESS CO | $10.7T |
IAU*ISHARES GOLD TR | $10.6T |
DFAEDIMENSIONAL ETF TRUST | $10.4T |
ITA*ISHARES TR | $9.9T |
CMECME GROUP INC | $9.8T |
PGPROCTER AND GAMBLE CO | $9.7T |
DEDEERE & CO | $9.7T |
RSPINVESCO EXCHANGE TRADED FD T | $9.5T |
WFCWELLS FARGO CO NEW | $9.5T |
EFVISHARES TR | $8.7T |
QCOMQUALCOMM INC | $8.6T |
VWOVANGUARD INTL EQUITY INDEX F | $8.6T |
IEIISHARES TR | $8.6T |
NKENIKE INC | $8.6T |
DISDISNEY WALT CO | $8.4T |
GQ9SPDR GOLD TR | $8.4T |
BIVVANGUARD BD INDEX FDS | $8.0T |
KOCOCA COLA CO | $7.8T |
VTIPVANGUARD MALVERN FDS | $7.7T |
BACBANK AMERICA CORP | $7.6T |
CSCOCISCO SYS INC | $7.6T |
TRVTRAVELERS COMPANIES INC | $7.5T |
SCHXSCHWAB STRATEGIC TR | $7.5T |
VBRVANGUARD INDEX FDS | $7.5T |
IUSGISHARES TR | $7.3T |
PEPPEPSICO INC | $7.3T |
VGSHVANGUARD SCOTTSDALE FDS | $7.3T |
UNHUNITEDHEALTH GROUP INC | $7.3T |
EFAISHARES TR | $7.2T |
IEFISHARES TR | $7.1T |
RTXRTX CORPORATION | $7.0T |
VTVVANGUARD INDEX FDS | $7.0T |
CATCATERPILLAR INC | $6.9T |
MQMARQETA INC | $6.8T |
TIPISHARES TR | $6.8T |
VUGVANGUARD INDEX FDS | $6.8T |
ESSESSEX PPTY TR INC | $6.7T |
Page 1 of 9Next