Robertson Stephens Wealth Management, LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$2.8B
Holdings
616
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (616 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $179.8T |
IVVISHARES TR | $127.2T |
AAPLAPPLE INC | $97.0T |
VIGVANGUARD SPECIALIZED FUNDS | $76.2T |
VEAVANGUARD TAX-MANAGED FDS | $69.5T |
APPAPPLOVIN CORP | $61.8T |
IEMGISHARES INC | $55.2T |
SPYSPDR S&P 500 ETF TR | $54.4T |
VCITVANGUARD SCOTTSDALE FDS | $52.5T |
MSFTMICROSOFT CORP | $51.7T |
SMHVANECK ETF TRUST | $47.6T |
IWFISHARES TR | $46.5T |
RSPINVESCO EXCHANGE TRADED FD T | $44.9T |
VTIVANGUARD INDEX FDS | $38.4T |
EFVISHARES TR | $32.6T |
GSUSGOLDMAN SACHS ETF TR | $32.0T |
AQLTISHARES TR | $31.9T |
AMZNAMAZON COM INC | $29.3T |
IWBISHARES TR | $28.5T |
AGGISHARES TR | $28.5T |
VUGVANGUARD INDEX FDS | $28.2T |
XLKSELECT SECTOR SPDR TR | $27.2T |
DFACDIMENSIONAL ETF TRUST | $26.8T |
GBILGOLDMAN SACHS ETF TR | $24.5T |
VTVVANGUARD INDEX FDS | $23.2T |
BRK/BBERKSHIRE HATHAWAY INC DEL | $22.8T |
STNCHENNESSY FDS TR | $21.1T |
VGTVANGUARD WORLD FD | $21.0T |
JEPQJ P MORGAN EXCHANGE TRADED F | $20.5T |
PFFISHARES TR | $20.5T |
DGROISHARES TR | $20.5T |
BBUSJ P MORGAN EXCHANGE TRADED F | $20.4T |
ITOTISHARES TR | $20.3T |
USIGISHARES TR | $18.9T |
NDQINVESCO QQQ TR | $18.3T |
GOOGALPHABET INC | $17.7T |
IEFISHARES TR | $17.3T |
IVWISHARES TR | $17.2T |
XLISELECT SECTOR SPDR TR | $16.6T |
SPTLSPDR SER TR | $15.8T |
XLFSELECT SECTOR SPDR TR | $15.5T |
FLTRVANECK ETF TRUST | $14.4T |
NVDANVIDIA CORPORATION | $14.3T |
GOOGLALPHABET INC | $14.0T |
BGCBGC GROUP INC | $13.6T |
MOATVANECK ETF TRUST | $13.6T |
AYIACUITY BRANDS INC | $13.2T |
VGLTVANGUARD SCOTTSDALE FDS | $12.3T |
VPLVANGUARD INTL EQUITY INDEX F | $12.2T |
IJHISHARES TR | $12.0T |
IVEISHARES TR | $11.9T |
XLCSELECT SECTOR SPDR TR | $11.1T |
VBVANGUARD INDEX FDS | $11.1T |
MINTPIMCO ETF TR | $11.0T |
VTVANGUARD INTL EQUITY INDEX F | $11.0T |
VOTVANGUARD INDEX FDS | $10.9T |
DFAXDIMENSIONAL ETF TRUST | $10.8T |
DFATDIMENSIONAL ETF TRUST | $10.4T |
OEFISHARES TR | $10.2T |
DONSPDR DOW JONES INDL AVERAGE | $10.1T |
XLRESELECT SECTOR SPDR TR | $9.8T |
IWRISHARES TR | $9.8T |
BCCCGLOBAL X FDS | $9.7T |
VWOVANGUARD INTL EQUITY INDEX F | $9.7T |
BACBANK AMERICA CORP | $9.5T |
VVISA INC | $9.4T |
VHTVANGUARD WORLD FD | $9.2T |
HDHOME DEPOT INC | $9.0T |
VYMVANGUARD WHITEHALL FDS | $8.8T |
XFEBFIRST TR EXCH TRADED FD III | $8.5T |
JPMJPMORGAN CHASE & CO. | $8.5T |
EFRENERGY FUELS INC | $8.4T |
TDIVFIRST TR EXCHANGE-TRADED FD | $8.2T |
DFUSDIMENSIONAL ETF TRUST | $8.1T |
SCHZSCHWAB STRATEGIC TR | $8.1T |
XLFISELECT SECTOR SPDR TR | $8.0T |
IUSVISHARES TR | $7.9T |
VFHVANGUARD WORLD FD | $7.9T |
SPYMSPDR SER TR | $7.7T |
COSTCOSTCO WHSL CORP NEW | $7.7T |
SUSAISHARES TR | $7.6T |
XLYSELECT SECTOR SPDR TR | $7.4T |
SCHGSCHWAB STRATEGIC TR | $7.3T |
VBKVANGUARD INDEX FDS | $7.2T |
XLUSELECT SECTOR SPDR TR | $7.1T |
PFFDGLOBAL X FDS | $7.0T |
HEZUISHARES TR | $6.7T |
EPIWISDOMTREE TR | $6.7T |
IUSBISHARES TR | $6.6T |
QUALISHARES TR | $6.5T |
VCSHVANGUARD SCOTTSDALE FDS | $6.5T |
IBDUISHARES TR | $6.4T |
ABBVABBVIE INC | $6.3T |
XLVSELECT SECTOR SPDR TR | $6.2T |
VOEVANGUARD INDEX FDS | $6.0T |
EFAISHARES TR | $5.9T |
UNHUNITEDHEALTH GROUP INC | $5.8T |
ICSHISHARES TR | $5.8T |
FVDFIRST TR VALUE LINE DIVID IN | $5.8T |
DHRDANAHER CORPORATION | $5.7T |
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