RWA WEALTH PARTNERS, LLC Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$4.6B

Holdings

327

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (327 positions)

StockValue
VUGVANGUARD INDEX FDS
$759.8T
VTVVANGUARD INDEX FDS
$628.1T
VEAVANGUARD TAX-MANAGED FDS
$442.3T
VGITVANGUARD SCOTTSDALE FDS
$412.4T
VTEBVANGUARD MUN BD FDS
$360.9T
VTCVANGUARD SCOTTSDALE FDS
$302.5T
VMBSVANGUARD SCOTTSDALE FDS
$171.0T
VWOVANGUARD INTL EQUITY INDEX F
$90.4T
VFVAVANGUARD WELLINGTON FD
$63.4T
IVVISHARES TR
$62.8T
VBKVANGUARD INDEX FDS
$62.1T
MUBISHARES TR
$59.2T
VBRVANGUARD INDEX FDS
$56.3T
AAPLAPPLE INC
$51.4T
MSFTMICROSOFT CORP
$48.0T
SPYSPDR S&P 500 ETF TR
$30.7T
JPMJPMORGAN CHASE & CO
$25.0T
USXFISHARES TR
$23.4T
JNJJOHNSON & JOHNSON
$22.0T
FHLCFIDELITY COVINGTON TRUST
$20.8T
VIGVANGUARD SPECIALIZED FUNDS
$20.1T
CMFISHARES TR
$19.1T
COSTCOSTCO WHSL CORP NEW
$18.3T
BNDVANGUARD BD INDEX FDS
$18.3T
NYFISHARES TR
$16.3T
SHYGISHARES TR
$15.1T
VVISA INC
$15.1T
EFGISHARES TR
$15.0T
IUSGISHARES TR
$14.8T
MRKMERCK & CO INC
$14.7T
PGPROCTER AND GAMBLE CO
$14.4T
ELVELEVANCE HEALTH INC
$14.2T
PEPPEPSICO INC
$14.0T
HDHOME DEPOT INC
$14.0T
MCDMCDONALDS CORP
$13.7T
NEENEXTERA ENERGY INC
$12.8T
FTECFIDELITY COVINGTON TRUST
$12.7T
UNPUNION PAC CORP
$11.5T
ABBVABBVIE INC
$11.1T
RTXRAYTHEON TECHNOLOGIES CORP
$11.0T
WMTWALMART INC
$10.8T
GOOGALPHABET INC
$10.4T
NKENIKE INC
$10.1T
LLYLILLY ELI & CO
$10.0T
FLOTISHARES TR
$9.8T
HYGISHARES TR
$9.4T
CMCSACOMCAST CORP NEW
$9.4T
LINLINDE PLC
$9.2T
HONHONEYWELL INTL INC
$9.1T
BLKCHFBLACKROCK INC
$9.0T
QCOMQUALCOMM INC
$9.0T
FBNDFIDELITY MERRIMACK STR TR
$9.0T
USHYISHARES TR
$8.5T
DEODIAGEO PLC
$8.4T
LMTLOCKHEED MARTIN CORP
$8.0T
TJXTJX COS INC NEW
$7.9T
ACNACCENTURE PLC IRELAND
$7.9T
DMXFISHARES TR
$7.7T
ABTABBOTT LABS
$7.7T
VOTVANGUARD INDEX FDS
$7.2T
UNHUNITEDHEALTH GROUP INC
$7.1T
BACBANK AMERICA CORP
$7.1T
IJHISHARES TR
$7.1T
SBUXSTARBUCKS CORP
$7.0T
SCHFSCHWAB STRATEGIC TR
$7.0T
AVGOBROADCOM INC
$6.8T
CLCOLGATE PALMOLIVE CO
$6.7T
VCSHVANGUARD SCOTTSDALE FDS
$6.7T
CSCOCISCO SYS INC
$6.4T
VTIVANGUARD INDEX FDS
$5.7T
ANGLVANECK ETF TRUST
$5.7T
HYLBDBX ETF TR
$5.7T
GOOGLALPHABET INC
$5.5T
AWCAMERICAN WTR WKS CO INC NEW
$5.4T
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.2T
CATCATERPILLAR INC
$5.2T
KLACKLA CORP
$5.2T
VCEBVANGUARD WORLD FD
$5.1T
DYHTARGET CORP
$4.9T
ITBISHARES TR
$4.6T
ETNEATON CORP PLC
$4.5T
XOMEXXON MOBIL CORP
$4.5T
ORCLORACLE CORP
$4.3T
IVOGVANGUARD ADMIRAL FDS INC
$4.2T
SCHESCHWAB STRATEGIC TR
$4.2T
TFISPDR SER TR
$4.1T
FDISFIDELITY COVINGTON TRUST
$4.0T
FCOMFIDELITY COVINGTON TRUST
$4.0T
AQLTISHARES TR
$4.0T
VIOGVANGUARD ADMIRAL FDS INC
$4.0T
AMGNAMGEN INC
$3.9T
CVSCVS HEALTH CORP
$3.8T
SCHWSCHWAB CHARLES CORP
$3.6T
VSSVANGUARD INTL EQUITY INDEX F
$3.5T
PFEPFIZER INC
$3.4T
LQDISHARES TR
$3.4T
IWSISHARES TR
$3.4T
IWRISHARES TR
$3.4T
AMZNAMAZON COM INC
$3.4T
EWLISHARES INC
$3.3T
Page 1 of 4Next