Robertson Stephens Wealth Management, LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$1.3T
Holdings
439
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (439 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $96K |
VOOVANGUARD INDEX FDS | $78K |
IVVISHARES TR | $61K |
TWLOTWILIO INC | $44K |
MSFTMICROSOFT CORP | $29K |
IEMGISHARES INC | $26K |
VEAVANGUARD TAX-MANAGED FDS | $26K |
SPYSPDR S&P 500 ETF TR | $25K |
IJRISHARES TR | $24K |
IWFISHARES TR | $22K |
STNCHENNESSY FDS TR | $22K |
AYIACUITY BRANDS INC | $22K |
IVEISHARES TR | $19K |
VUGVANGUARD INDEX FDS | $18K |
SHYISHARES TR | $17K |
XLKSELECT SECTOR SPDR TR | $16K |
AQLTISHARES TR | $13K |
AMZNAMAZON COM INC | $13K |
APPAPPLOVIN CORP | $13K |
AGGISHARES TR | $13K |
VTVVANGUARD INDEX FDS | $13K |
IJHISHARES TR | $12K |
GOOGALPHABET INC | $12K |
MUBISHARES TR | $11K |
IWMISHARES TR | $11K |
HEZUISHARES TR | $11K |
VTIVANGUARD INDEX FDS | $10K |
IWRISHARES TR | $10K |
GOOGLALPHABET INC | $10K |
HDHOME DEPOT INC | $8K |
IVWISHARES TR | $8K |
VVISA INC | $8K |
BACBANK AMERICA CORP | $8K |
MINTPIMCO ETF TR | $8K |
BGCPEURBGC PARTNERS INC | $7K |
XLVSELECT SECTOR SPDR TR | $7K |
MCDMCDONALDS CORP | $7K |
EEMISHARES TR | $7K |
PEPPEPSICO INC | $7K |
DHRDANAHER CORPORATION | $6K |
EWWISHARES INC | $6K |
VIGVANGUARD SPECIALIZED FUNDS | $6K |
TROWPRICE T ROWE GROUP INC | $6K |
GBILGOLDMAN SACHS ETF TR | $6K |
SGOVISHARES TR | $6K |
DFACDIMENSIONAL ETF TRUST | $5K |
IWBISHARES TR | $5K |
XLISELECT SECTOR SPDR TR | $5K |
XLBSELECT SECTOR SPDR TR | $5K |
THD*ISHARES INC | $5K |
IUSBISHARES TR | $5K |
FISVFISERV INC | $5K |
QUALISHARES TR | $5K |
EFRENERGY FUELS INC | $5K |
XLCSELECT SECTOR SPDR TR | $5K |
XLYSELECT SECTOR SPDR TR | $5K |
XLFSELECT SECTOR SPDR TR | $5K |
IBHFISHARES TR | $5K |
IUSVISHARES TR | $5K |
NDQINVESCO QQQ TR | $5K |
SBUXSTARBUCKS CORP | $5K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5K |
USMVISHARES TR | $5K |
DFATDIMENSIONAL ETF TRUST | $4K |
EPOLISHARES TR | $4K |
FEZSPDR INDEX SHS FDS | $4K |
HYGHISHARES U S ETF TR | $4K |
JNJJOHNSON & JOHNSON | $4K |
SCHBSCHWAB STRATEGIC TR | $4K |
TSLATESLA INC | $4K |
ILFISHARES TR | $4K |
IXUSISHARES TR | $4K |
QCOMQUALCOMM INC | $4K |
JPMJPMORGAN CHASE & CO | $4K |
CATCATERPILLAR INC | $4K |
EFGISHARES TR | $4K |
CVXCHEVRON CORP NEW | $4K |
DFSEURDISCOVER FINL SVCS | $4K |
BSJPINVESCO EXCH TRD SLF IDX FD | $4K |
XLESELECT SECTOR SPDR TR | $4K |
RTXRAYTHEON TECHNOLOGIES CORP | $4K |
XOMEXXON MOBIL CORP | $3K |
MRKMERCK & CO INC | $3K |
ESGUISHARES TR | $3K |
BABOEING CO | $3K |
IJJISHARES TR | $3K |
IJTISHARES TR | $3K |
CMCSACOMCAST CORP NEW | $3K |
DBJPDBX ETF TR | $3K |
BLKCHFBLACKROCK INC | $3K |
VBVANGUARD INDEX FDS | $3K |
IJSISHARES TR | $3K |
TFLOISHARES TR | $3K |
SHWSHERWIN WILLIAMS CO | $3K |
CVSCVS HEALTH CORP | $3K |
DFUSDIMENSIONAL ETF TRUST | $3K |
UNHUNITEDHEALTH GROUP INC | $3K |
AQLTISHARES TR | $3K |
OEFISHARES TR | $3K |
TMOTHERMO FISHER SCIENTIFIC INC | $3K |
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