Rialto Wealth Management, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$302.8M
Holdings
521
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (521 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $21.0M |
SPTMSPDR SER TR | $18.2M |
VEAVANGUARD TAX-MANAGED FDS | $13.0M |
BNDVANGUARD BD INDEX FDS | $12.5M |
VCSHVANGUARD SCOTTSDALE FDS | $11.3M |
AQLTISHARES TR | $11.1M |
VONEVANGUARD SCOTTSDALE FDS | $9.7M |
IVVISHARES TR | $8.4M |
SCHCSCHWAB STRATEGIC TR | $6.8M |
VBVANGUARD INDEX FDS | $6.0M |
VOVANGUARD INDEX FDS | $5.8M |
BILSPDR SER TR | $5.3M |
SCHFSCHWAB STRATEGIC TR | $4.9M |
SPYSPDR S&P 500 ETF TR | $4.7M |
AVDVAMERICAN CENTY ETF TR | $4.6M |
VCITVANGUARD SCOTTSDALE FDS | $4.6M |
MSFTMICROSOFT CORP | $4.4M |
DFICDIMENSIONAL ETF TRUST | $4.2M |
VBRVANGUARD INDEX FDS | $3.9M |
AAPLAPPLE INC | $3.8M |
VONVVANGUARD SCOTTSDALE FDS | $3.6M |
USRTISHARES TR | $3.4M |
SCHZSCHWAB STRATEGIC TR | $3.4M |
NVDANVIDIA CORPORATION | $3.1M |
VTIVANGUARD INDEX FDS | $3.0M |
IJRISHARES TR | $3.0M |
SCHBSCHWAB STRATEGIC TR | $2.9M |
MDYVSPDR SER TR | $2.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.7M |
IJHISHARES TR | $2.6M |
SCHOSCHWAB STRATEGIC TR | $2.6M |
VNQVANGUARD INDEX FDS | $2.5M |
VTWOVANGUARD SCOTTSDALE FDS | $2.4M |
IWVISHARES TR | $2.3M |
SLYVSPDR SER TR | $2.2M |
VWOVANGUARD INTL EQUITY INDEX F | $2.2M |
SCZISHARES TR | $2.1M |
VMBSVANGUARD SCOTTSDALE FDS | $2.1M |
SCHXSCHWAB STRATEGIC TR | $2.1M |
EFAISHARES TR | $1.9M |
HIWHIGHWOODS PPTYS INC | $1.9M |
VGITVANGUARD SCOTTSDALE FDS | $1.8M |
VTEBVANGUARD MUN BD FDS | $1.8M |
AVTRAVANTOR INC | $1.8M |
AGGISHARES TR | $1.8M |
IEMGISHARES INC | $1.7M |
DFUVDIMENSIONAL ETF TRUST | $1.7M |
SPYGSPDR SER TR | $1.7M |
JNKSPDR SER TR | $1.6M |
ISTBISHARES TR | $1.6M |
HYGISHARES TR | $1.6M |
IVEISHARES TR | $1.5M |
NDQINVESCO QQQ TR | $1.4M |
SCHESCHWAB STRATEGIC TR | $1.4M |
FALNISHARES TR | $1.3M |
SPHYSPDR SER TR | $1.3M |
SYKSTRYKER CORPORATION | $1.2M |
SCHMSCHWAB STRATEGIC TR | $1.2M |
AVDEAMERICAN CENTY ETF TR | $1.1M |
SHYLDBX ETF TR | $1.1M |
IBHFISHARES TR | $1.1M |
IUSBISHARES TR | $1.0M |
DFACDIMENSIONAL ETF TRUST | $978K |
DFEMDIMENSIONAL ETF TRUST | $964K |
ICEINTERCONTINENTAL EXCHANGE IN | $926K |
MDYSPDR S&P MIDCAP 400 ETF TR | $836K |
RTXRTX CORPORATION | $823K |
SPIBSPDR SER TR | $818K |
AMGNAMGEN INC | $769K |
IWMISHARES TR | $751K |
VUGVANGUARD INDEX FDS | $745K |
JBIJANUS INTERNATIONAL GROUP IN | $711K |
SHOPSHOPIFY INC | $698K |
IWDISHARES TR | $676K |
AVEMAMERICAN CENTY ETF TR | $674K |
EFVISHARES TR | $666K |
CARRCARRIER GLOBAL CORPORATION | $653K |
VGSHVANGUARD SCOTTSDALE FDS | $645K |
IWNISHARES TR | $631K |
VOEVANGUARD INDEX FDS | $591K |
METAMETA PLATFORMS INC | $585K |
SLQDISHARES TR | $583K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $548K |
AQLTISHARES TR | $544K |
SUBISHARES TR | $535K |
FLOTISHARES TR | $533K |
MRKMERCK & CO INC | $532K |
IVOGVANGUARD ADMIRAL FDS INC | $510K |
IBHEISHARES TR | $506K |
IWOISHARES TR | $504K |
IWFISHARES TR | $498K |
PFFISHARES TR | $493K |
SCHASCHWAB STRATEGIC TR | $473K |
JPMJPMORGAN CHASE & CO. | $448K |
CVXCHEVRON CORP NEW | $442K |
VTWVVANGUARD SCOTTSDALE FDS | $442K |
DFAUDIMENSIONAL ETF TRUST | $431K |
AVUVAMERICAN CENTY ETF TR | $425K |
PEPPEPSICO INC | $423K |
DISVDIMENSIONAL ETF TRUST | $411K |
Page 1 of 6Next