Wedmont Private Capital Q4 2022 Filing
Filed January 9, 2023
Portfolio Value
$668.1T
Holdings
445
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (445 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 1,551,719 | $67.5T | 10.11% | |
| 2 | VWOVANGUARD INTL EQUITY INDEX F | 942,866 | $38.6T | 5.78% | |
| 3 | VOOVANGUARD INDEX FDS | 89,672 | $32.0T | 4.79% | |
| 4 | VTCVANGUARD SCOTTSDALE FDS | 300,887 | $22.9T | 3.43% | |
| 5 | AQLTISHARES TR | 979,098 | $22.7T | 3.39% | |
| 6 | VTIVANGUARD INDEX FDS | 108,626 | $21.1T | 3.16% | |
| 7 | AQLTISHARES TR | 317,386 | $20.3T | 3.04% | |
| 8 | MUBISHARES TR | 150,290 | $16.0T | 2.40% | |
| 9 | IEMGISHARES INC | 288,048 | $14.2T | 2.12% | |
| 10 | VTEBVANGUARD MUN BD FDS | 273,457 | $13.7T | 2.05% | |
| 11 | AAPLAPPLE INC | 90,221 | $11.7T | 1.75% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 208,918 | $10.1T | 1.51% | |
| 13 | MSFTMICROSOFT CORP | 39,274 | $8.8T | 1.32% | |
| 14 | VSSVANGUARD INTL EQUITY INDEX F | 79,278 | $8.4T | 1.26% | |
| 15 | SCHFSCHWAB STRATEGIC TR | 200,533 | $6.7T | 1.00% | |
| 16 | AVUSAMERICAN CENTY ETF TR | 90,793 | $6.3T | 0.94% | |
| 17 | USHYISHARES TR | 162,732 | $5.8T | 0.86% | |
| 18 | VOVANGUARD INDEX FDS | 27,459 | $5.7T | 0.85% | |
| 19 | VIGIVANGUARD WHITEHALL FDS | 71,644 | $5.1T | 0.77% | |
| 20 | VBVANGUARD INDEX FDS | 26,336 | $4.9T | 0.74% | |
| 21 | JNJJOHNSON & JOHNSON | 27,328 | $4.9T | 0.74% | |
| 22 | IVVISHARES TR | 12,281 | $4.8T | 0.72% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,228 | $4.5T | 0.68% | |
| 24 | SUBISHARES TR | 41,349 | $4.3T | 0.65% | |
| 25 | SPYSPDR S&P 500 ETF TR | 10,964 | $4.3T | 0.64% | |
| 26 | AMZNAMAZON COM INC | 48,130 | $4.1T | 0.62% | |
| 27 | SCHESCHWAB STRATEGIC TR | 163,475 | $4.1T | 0.61% | |
| 28 | IDEVISHARES TR | 68,097 | $3.9T | 0.59% | |
| 29 | VGITVANGUARD SCOTTSDALE FDS | 63,068 | $3.7T | 0.56% | |
| 30 | IJHISHARES TR | 14,137 | $3.5T | 0.52% | |
| 31 | LLYLILLY ELI & CO | 9,418 | $3.4T | 0.51% | |
| 32 | XOMEXXON MOBIL CORP | 30,617 | $3.4T | 0.51% | |
| 33 | SCMBSCHWAB STRATEGIC TR | 64,966 | $3.4T | 0.50% | |
| 34 | VCSHVANGUARD SCOTTSDALE FDS | 43,287 | $3.3T | 0.49% | |
| 35 | AVDEAMERICAN CENTY ETF TR | 59,306 | $3.3T | 0.49% | |
| 36 | DOOREURMASONITE INTL CORP | 37,296 | $3.2T | 0.48% | |
| 37 | NDQINVESCO QQQ TR | 11,570 | $3.1T | 0.47% | |
| 38 | HYMBSPDR SER TR | 60,723 | $3.0T | 0.45% | |
| 39 | VOEVANGUARD INDEX FDS | 21,449 | $3.0T | 0.45% | |
| 40 | SCHCSCHWAB STRATEGIC TR | 90,244 | $2.9T | 0.44% | |
| 41 | NVDANVIDIA CORPORATION | 19,490 | $2.9T | 0.43% | |
| 42 | ABBVABBVIE INC | 17,223 | $2.9T | 0.43% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 5,711 | $2.8T | 0.42% | |
| 44 | AVDVAMERICAN CENTY ETF TR | 48,170 | $2.7T | 0.41% | |
| 45 | GOOGALPHABET INC | 30,631 | $2.7T | 0.40% | |
| 46 | JPMJPMORGAN CHASE & CO | 17,550 | $2.4T | 0.36% | |
| 47 | VVVANGUARD INDEX FDS | 13,438 | $2.4T | 0.36% | |
| 48 | PGPROCTER AND GAMBLE CO | 15,409 | $2.4T | 0.36% | |
| 49 | AVEMAMERICAN CENTY ETF TR | 42,804 | $2.3T | 0.34% | |
| 50 | VBRVANGUARD INDEX FDS | 13,459 | $2.2T | 0.33% | |
| 51 | MRKMERCK & CO INC | 18,835 | $2.2T | 0.32% | |
| 52 | METAMETA PLATFORMS INC | 16,635 | $2.2T | 0.32% | |
| 53 | GOOGLALPHABET INC | 24,509 | $2.1T | 0.32% | |
| 54 | HDHOME DEPOT INC | 6,628 | $2.1T | 0.32% | |
| 55 | PEPPEPSICO INC | 11,379 | $2.1T | 0.31% | |
| 56 | AVUVAMERICAN CENTY ETF TR | 26,935 | $2.1T | 0.31% | |
| 57 | VONVVANGUARD SCOTTSDALE FDS | 29,763 | $2.0T | 0.30% | |
| 58 | TSLATESLA INC | 17,740 | $2.0T | 0.30% | |
| 59 | VXUSVANGUARD STAR FDS | 37,138 | $2.0T | 0.30% | |
| 60 | PFEPFIZER INC | 36,934 | $1.9T | 0.28% | |
| 61 | SCHDSCHWAB STRATEGIC TR | 23,944 | $1.9T | 0.28% | |
| 62 | IWVISHARES TR | 8,221 | $1.8T | 0.28% | |
| 63 | CVXCHEVRON CORP NEW | 10,013 | $1.8T | 0.26% | |
| 64 | IJRISHARES TR | 17,710 | $1.7T | 0.26% | |
| 65 | VVISA INC | 7,757 | $1.7T | 0.25% | |
| 66 | ITOTISHARES TR | 19,561 | $1.7T | 0.25% | |
| 67 | VYMVANGUARD WHITEHALL FDS | 15,175 | $1.7T | 0.25% | |
| 68 | WMTWALMART INC | 10,900 | $1.6T | 0.24% | |
| 69 | VGSHVANGUARD SCOTTSDALE FDS | 26,062 | $1.5T | 0.23% | |
| 70 | KOCOCA COLA CO | 23,869 | $1.5T | 0.23% | |
| 71 | NFLXNETFLIX INC | 4,762 | $1.5T | 0.22% | |
| 72 | CRMSALESFORCE INC | 10,635 | $1.5T | 0.22% | |
| 73 | XIFRNEXTERA ENERGY PARTNERS LP | 20,557 | $1.5T | 0.22% | |
| 74 | MAMASTERCARD INCORPORATED | 3,954 | $1.5T | 0.22% | |
| 75 | GPNGLOBAL PMTS INC | 13,689 | $1.4T | 0.22% | |
| 76 | IWMISHARES TR | 8,070 | $1.4T | 0.21% | |
| 77 | VONGVANGUARD SCOTTSDALE FDS | 25,649 | $1.4T | 0.21% | |
| 78 | VYMIVANGUARD WHITEHALL FDS | 22,991 | $1.4T | 0.21% | |
| 79 | ADBEADOBE SYSTEMS INCORPORATED | 4,204 | $1.4T | 0.21% | |
| 80 | VNQVANGUARD INDEX FDS | 16,562 | $1.4T | 0.21% | |
| 81 | DHRDANAHER CORPORATION | 5,395 | $1.4T | 0.20% | |
| 82 | SBUXSTARBUCKS CORP | 12,557 | $1.3T | 0.20% | |
| 83 | VGTVANGUARD WORLD FDS | 4,082 | $1.3T | 0.20% | |
| 84 | TMOTHERMO FISHER SCIENTIFIC INC | 2,421 | $1.3T | 0.19% | |
| 85 | CSCOCISCO SYS INC | 26,123 | $1.3T | 0.19% | |
| 86 | COPCONOCOPHILLIPS | 10,600 | $1.3T | 0.19% | |
| 87 | ORCLORACLE CORP | 14,449 | $1.2T | 0.19% | |
| 88 | VEUVANGUARD INTL EQUITY INDEX F | 23,428 | $1.2T | 0.18% | |
| 89 | GSGOLDMAN SACHS GROUP INC | 3,398 | $1.2T | 0.18% | |
| 90 | CDNSCADENCE DESIGN SYSTEM INC | 7,062 | $1.1T | 0.17% | |
| 91 | VPUVANGUARD WORLD FDS | 6,972 | $1.1T | 0.16% | |
| 92 | TXNTEXAS INSTRS INC | 6,149 | $1.1T | 0.16% | |
| 93 | LMTLOCKHEED MARTIN CORP | 2,250 | $1.1T | 0.16% | |
| 94 | MCDMCDONALDS CORP | 3,939 | $1.1T | 0.16% | |
| 95 | BMYBRISTOL-MYERS SQUIBB CO | 14,531 | $1.1T | 0.16% | |
| 96 | BACBANK AMERICA CORP | 30,664 | $1.1T | 0.16% | |
| 97 | AG8AGILENT TECHNOLOGIES INC | 7,071 | $1.0T | 0.16% | |
| 98 | VXFVANGUARD INDEX FDS | 7,681 | $1.0T | 0.16% | |
| 99 | BLKCHFBLACKROCK INC | 1,390 | $1.0T | 0.15% | |
| 100 | AMGNAMGEN INC | 3,702 | $1.0T | 0.15% |
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