Robertson Stephens Wealth Management, LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$1.5B
Holdings
442
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (442 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $103.6B |
VOOVANGUARD INDEX FDS | $84.8B |
AAPLAPPLE INC | $73.1B |
SPYSPDR S&P 500 ETF TR | $55.8B |
GBILGOLDMAN SACHS ETF TR | $39.0B |
MSFTMICROSOFT CORP | $32.8B |
VEAVANGUARD TAX-MANAGED FDS | $31.9B |
IWFISHARES TR | $28.7B |
EFGISHARES TR | $28.4B |
APPAPPLOVIN CORP | $26.0B |
VUGVANGUARD INDEX FDS | $24.4B |
IEMGISHARES INC | $23.6B |
DFACDIMENSIONAL ETF TRUST | $22.8B |
XLKSELECT SECTOR SPDR TR | $20.6B |
STNCHENNESSY FDS TR | $20.3B |
SHYISHARES TR | $18.6B |
IJRISHARES TR | $17.6B |
AGGISHARES TR | $17.6B |
AMZNAMAZON COM INC | $16.4B |
GOOGALPHABET INC | $14.1B |
IWRISHARES TR | $13.4B |
VTIVANGUARD INDEX FDS | $11.8B |
IVWISHARES TR | $11.4B |
DONSPDR DOW JONES INDL AVERAGE | $11.3B |
DFAXDIMENSIONAL ETF TRUST | $10.6B |
GOOGLALPHABET INC | $10.5B |
HEZUISHARES TR | $10.5B |
XLISELECT SECTOR SPDR TR | $10.3B |
RSPINVESCO EXCHANGE TRADED FD T | $9.9B |
AYIACUITY BRANDS INC | $9.7B |
IVEISHARES TR | $9.0B |
WMTWALMART INC | $8.9B |
DFATDIMENSIONAL ETF TRUST | $8.8B |
EFRENERGY FUELS INC | $8.6B |
MUBISHARES TR | $8.5B |
IWBISHARES TR | $8.5B |
VVISA INC | $8.0B |
IUSBISHARES TR | $7.9B |
HDHOME DEPOT INC | $7.7B |
IWMISHARES TR | $7.5B |
BGCBGC GROUP INC | $7.3B |
PGPROCTER AND GAMBLE CO | $7.1B |
BACBANK AMERICA CORP | $6.9B |
XLVSELECT SECTOR SPDR TR | $6.5B |
IJHISHARES TR | $6.5B |
MCDMCDONALDS CORP | $6.2B |
SUSAISHARES TR | $6.1B |
VIGVANGUARD SPECIALIZED FUNDS | $6.1B |
AQLTISHARES TR | $6.0B |
XLYSELECT SECTOR SPDR TR | $5.9B |
DHRDANAHER CORPORATION | $5.9B |
NDQINVESCO QQQ TR | $5.8B |
PEPPEPSICO INC | $5.8B |
VGSHVANGUARD SCOTTSDALE FDS | $5.8B |
HSYHERSHEY CO | $5.8B |
SGOVISHARES TR | $5.7B |
XLCSELECT SECTOR SPDR TR | $5.6B |
SMHVANECK ETF TRUST | $5.5B |
MOATVANECK ETF TRUST | $5.4B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.4B |
TROWPRICE T ROWE GROUP INC | $5.3B |
QUALISHARES TR | $5.3B |
JPMJPMORGAN CHASE & CO | $5.3B |
TFLOISHARES TR | $5.1B |
IYEISHARES TR | $5.0B |
IUSVISHARES TR | $4.9B |
EEMISHARES TR | $4.8B |
USHYISHARES TR | $4.7B |
RSRELIANCE STEEL & ALUMINUM CO | $4.5B |
XLFSELECT SECTOR SPDR TR | $4.5B |
IGVISHARES TR | $4.4B |
HYGHISHARES U S ETF TR | $4.3B |
ESGDISHARES TR | $4.1B |
VTVVANGUARD INDEX FDS | $4.1B |
CATCATERPILLAR INC | $4.1B |
JNJJOHNSON & JOHNSON | $4.1B |
CVXCHEVRON CORP NEW | $4.0B |
HYSPIMCO ETF TR | $3.9B |
NVDANVIDIA CORPORATION | $3.9B |
TSLATESLA INC | $3.8B |
IXUSISHARES TR | $3.8B |
SCHBSCHWAB STRATEGIC TR | $3.7B |
SKYYFIRST TR EXCHANGE TRADED FD | $3.7B |
SBUXSTARBUCKS CORP | $3.6B |
AVDEAMERICAN CENTY ETF TR | $3.6B |
FISVFISERV INC | $3.6B |
USMVISHARES TR | $3.6B |
XLESELECT SECTOR SPDR TR | $3.5B |
MRKMERCK & CO INC | $3.5B |
XOMEXXON MOBIL CORP | $3.5B |
DBJPDBX ETF TR | $3.4B |
ILFISHARES TR | $3.4B |
TMOTHERMO FISHER SCIENTIFIC INC | $3.4B |
DFUSDIMENSIONAL ETF TRUST | $3.4B |
ITBISHARES TR | $3.3B |
MINTPIMCO ETF TR | $3.3B |
ITOTISHARES TR | $3.3B |
ABBVABBVIE INC | $3.2B |
UNHUNITEDHEALTH GROUP INC | $3.2B |
CMCSACOMCAST CORP NEW | $3.2B |
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