Robertson Stephens Wealth Management, LLC Q4 2023 Filing
Filed February 6, 2024
Portfolio Value
$1.4M
Holdings
441
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (441 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $120K |
IVVISHARES TR | $108K |
AAPLAPPLE INC | $79K |
SPYSPDR S&P 500 ETF TR | $76K |
TWLOTWILIO INC | $50K |
MSFTMICROSOFT CORP | $39K |
VEAVANGUARD TAX-MANAGED FDS | $39K |
IWFISHARES TR | $35K |
GBILGOLDMAN SACHS ETF TR | $34K |
AGGISHARES TR | $31K |
VUGVANGUARD INDEX FDS | $28K |
XLKSELECT SECTOR SPDR TR | $27K |
APPAPPLOVIN CORP | $26K |
IWBISHARES TR | $25K |
DFACDIMENSIONAL ETF TRUST | $25K |
IEMGISHARES INC | $24K |
STNCHENNESSY FDS TR | $22K |
AMZNAMAZON COM INC | $19K |
GOOGALPHABET INC | $15K |
DONSPDR DOW JONES INDL AVERAGE | $14K |
IWRISHARES TR | $13K |
VTIVANGUARD INDEX FDS | $13K |
RSPINVESCO EXCHANGE TRADED FD T | $12K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11K |
AYIACUITY BRANDS INC | $11K |
IVWISHARES TR | $11K |
DFAXDIMENSIONAL ETF TRUST | $11K |
HEZUISHARES TR | $11K |
XLISELECT SECTOR SPDR TR | $10K |
BGCBGC GROUP INC | $10K |
GOOGLALPHABET INC | $10K |
DFATDIMENSIONAL ETF TRUST | $10K |
AQLTISHARES TR | $9K |
JEPQJ P MORGAN EXCHANGE TRADED F | $9K |
HDHOME DEPOT INC | $8K |
IVEISHARES TR | $8K |
SHYISHARES TR | $8K |
VVISA INC | $8K |
SUSAISHARES TR | $7K |
BACBANK AMERICA CORP | $7K |
NDQINVESCO QQQ TR | $7K |
EFRENERGY FUELS INC | $7K |
JPMJPMORGAN CHASE & CO | $6K |
XLVSELECT SECTOR SPDR TR | $6K |
XLYSELECT SECTOR SPDR TR | $6K |
VIGVANGUARD SPECIALIZED FUNDS | $6K |
XLCSELECT SECTOR SPDR TR | $6K |
SCHZSCHWAB STRATEGIC TR | $6K |
SGOVISHARES TR | $6K |
QUALISHARES TR | $6K |
VXUSVANGUARD STAR FDS | $6K |
—EZGO TECHNOLOGIES LTD | $6K |
MUBISHARES TR | $6K |
EFGISHARES TR | $5K |
DHRDANAHER CORPORATION | $5K |
IXUSISHARES TR | $5K |
TROWPRICE T ROWE GROUP INC | $5K |
XLFSELECT SECTOR SPDR TR | $5K |
PEPPEPSICO INC | $5K |
IUSVISHARES TR | $4K |
EEMISHARES TR | $4K |
EAGGISHARES TR | $4K |
DFUSDIMENSIONAL ETF TRUST | $4K |
NVDANVIDIA CORPORATION | $4K |
SCHBSCHWAB STRATEGIC TR | $4K |
MCDMCDONALDS CORP | $4K |
MRKMERCK & CO INC | $4K |
WMTWALMART INC | $4K |
JNJJOHNSON & JOHNSON | $4K |
IWMISHARES TR | $4K |
ESGDISHARES TR | $4K |
OEFISHARES TR | $4K |
CATCATERPILLAR INC | $4K |
TDIVFIRST TR EXCHANGE-TRADED FD | $4K |
RTXRTX CORPORATION | $3K |
AVDEAMERICAN CENTY ETF TR | $3K |
CIBRFIRST TR EXCHANGE TRADED FD | $3K |
MGKVANGUARD WORLD FD | $3K |
PGPROCTER AND GAMBLE CO | $3K |
VTVVANGUARD INDEX FDS | $3K |
EMBISHARES TR | $3K |
DBJPDBX ETF TR | $3K |
NFLXNETFLIX INC | $3K |
QCOMQUALCOMM INC | $3K |
BABOEING CO | $3K |
CVXCHEVRON CORP NEW | $3K |
FISVFISERV INC | $3K |
DFSEURDISCOVER FINL SVCS | $3K |
ABBVABBVIE INC | $3K |
IJRISHARES TR | $3K |
TSLATESLA INC | $3K |
ITOTISHARES TR | $3K |
NMRKNEWMARK GROUP INC | $3K |
EFVISHARES TR | $3K |
GSATUSDGLOBALSTAR INC | $3K |
IBDPISHARES TR | $3K |
IUSBISHARES TR | $3K |
XOMEXXON MOBIL CORP | $3K |
DFIVDIMENSIONAL ETF TRUST | $3K |
VCSHVANGUARD SCOTTSDALE FDS | $3K |
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