RWA WEALTH PARTNERS, LLC Q1 2024 Filing
Filed April 29, 2024
Portfolio Value
$7.4T
Holdings
534
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (534 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $897K |
VTVVANGUARD INDEX FDS | $774K |
VEAVANGUARD TAX-MANAGED FDS | $537K |
VGITVANGUARD SCOTTSDALE FDS | $508K |
SPBOSPDR SER TR | $377K |
MUBISHARES TR | $298K |
MBBISHARES TR | $211K |
VTEBVANGUARD MUN BD FDS | $160K |
MSFTMICROSOFT CORP | $159K |
AAPLAPPLE INC | $141K |
IVVISHARES TR | $110K |
VWOVANGUARD INTL EQUITY INDEX F | $110K |
JPMJPMORGAN CHASE & CO | $83K |
VBKVANGUARD INDEX FDS | $77K |
VFVAVANGUARD WELLINGTON FD | $73K |
VBRVANGUARD INDEX FDS | $71K |
IWFISHARES TR | $62K |
ABBVABBVIE INC | $56K |
NEENEXTERA ENERGY INC | $50K |
SPYSPDR S&P 500 ETF TR | $49K |
VVISA INC | $48K |
JNJJOHNSON & JOHNSON | $48K |
ELVELEVANCE HEALTH INC | $44K |
COSTCOSTCO WHSL CORP NEW | $44K |
IVEISHARES TR | $44K |
QUALISHARES TR | $43K |
PGPROCTER AND GAMBLE CO | $42K |
HDHOME DEPOT INC | $42K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $41K |
PEPPEPSICO INC | $39K |
MRKMERCK & CO INC | $38K |
WMTWALMART INC | $36K |
LLYELI LILLY & CO | $36K |
VTIVANGUARD INDEX FDS | $35K |
MCDMCDONALDS CORP | $34K |
XOMEXXON MOBIL CORP | $32K |
DYHTARGET CORP | $31K |
GOOGLALPHABET INC | $30K |
AMZNAMAZON COM INC | $29K |
AVGOBROADCOM INC | $29K |
ABTABBOTT LABS | $27K |
UNPUNION PAC CORP | $27K |
HONHONEYWELL INTL INC | $26K |
VOOVANGUARD INDEX FDS | $26K |
METAMETA PLATFORMS INC | $26K |
TJXTJX COS INC NEW | $26K |
USXFISHARES TR | $25K |
CMCSACOMCAST CORP NEW | $25K |
LINLINDE PLC | $24K |
QCOMQUALCOMM INC | $24K |
FDXFEDEX CORP | $24K |
NKENIKE INC | $24K |
ORCLORACLE CORP | $23K |
VIGVANGUARD SPECIALIZED FUNDS | $23K |
GOOGALPHABET INC | $23K |
TRVCCITIGROUP INC | $22K |
RTXRTX CORPORATION | $22K |
NVDANVIDIA CORPORATION | $22K |
ABGCENCORA INC | $22K |
SCHWSCHWAB CHARLES CORP | $22K |
BLKCHFBLACKROCK INC | $21K |
FHLCFIDELITY COVINGTON TRUST | $20K |
CVXCHEVRON CORP NEW | $19K |
EFGISHARES TR | $19K |
IJRISHARES TR | $19K |
CMFISHARES TR | $19K |
LMTLOCKHEED MARTIN CORP | $19K |
UNHUNITEDHEALTH GROUP INC | $19K |
ACNACCENTURE PLC IRELAND | $18K |
PLDPROLOGIS INC. | $18K |
NYFISHARES TR | $18K |
CLCOLGATE PALMOLIVE CO | $17K |
IJHISHARES TR | $17K |
IUSGISHARES TR | $16K |
IWDISHARES TR | $16K |
CSCOCISCO SYS INC | $16K |
SBUXSTARBUCKS CORP | $15K |
JCIJOHNSON CTLS INTL PLC | $14K |
FSLRFIRST SOLAR INC | $14K |
KLACKLA CORP | $14K |
EMBISHARES TR | $13K |
BNDVANGUARD BD INDEX FDS | $13K |
LOWLOWES COS INC | $13K |
DGDOLLAR GEN CORP NEW | $13K |
UPSUNITED PARCEL SERVICE INC | $12K |
HYGISHARES TR | $12K |
HYLBDBX ETF TR | $12K |
DEODIAGEO PLC | $12K |
AQLTISHARES TR | $12K |
NVONOVO-NORDISK A S | $11K |
CATCATERPILLAR INC | $11K |
BKLNINVESCO EXCH TRADED FD TR II | $11K |
ASMLASML HOLDING N V | $11K |
ANGLVANECK ETF TRUST | $11K |
IGIBISHARES TR | $11K |
ADPAUTOMATIC DATA PROCESSING IN | $11K |
UBERUBER TECHNOLOGIES INC | $11K |
FTECFIDELITY COVINGTON TRUST | $10K |
APDAIR PRODS & CHEMS INC | $10K |
IBMINTERNATIONAL BUSINESS MACHS | $10K |
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