Bordeaux Wealth Advisors

Bordeaux Wealth Advisors as of March 31, 2021

Portfolio Holdings for Bordeaux Wealth Advisors

Bordeaux Wealth Advisors holds 61 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coupa Software 18.4 $27M 104k 254.48
Apple (AAPL) 9.5 $14M 112k 122.15
Vanguard Index Fds Total Stk Mkt (VTI) 8.1 $12M 57k 206.69
Ishares Tr Rus 1000 Etf (IWB) 7.8 $11M 50k 223.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.6 $11M 23k 476.07
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $7.6M 29k 260.27
Chegg (CHGG) 4.0 $5.8M 68k 85.66
Alphabet Cap Stk Cl C (GOOG) 3.6 $5.2M 2.5k 2068.69
Microsoft Corporation (MSFT) 3.3 $4.7M 20k 235.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $4.5M 72k 62.71
Lyft Cl A Com (LYFT) 2.1 $3.1M 49k 63.17
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $2.9M 32k 91.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $2.9M 55k 52.05
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.0M 21k 91.88
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.8M 7.0k 257.00
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.4M 662.00 2061.93
Walt Disney Company (DIS) 0.9 $1.3M 7.1k 184.51
Doordash Cl A (DASH) 0.8 $1.2M 9.0k 131.15
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.2M 22k 53.36
Thermo Fisher Scientific (TMO) 0.8 $1.1M 2.4k 456.36
Danaher Corporation (DHR) 0.7 $1.0M 4.6k 225.15
McDonald's Corporation (MCD) 0.7 $1.0M 4.5k 224.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $969k 20k 49.09
Neuberger Berman Mlp Income (NML) 0.6 $916k 218k 4.20
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $895k 8.3k 108.48
Ishares Tr Russell 2000 Etf (IWM) 0.6 $864k 3.9k 221.03
Intel Corporation (INTC) 0.6 $822k 13k 63.97
Automatic Data Processing (ADP) 0.6 $802k 4.3k 188.40
Procter & Gamble Company (PG) 0.6 $798k 5.9k 135.48
Ishares Tr Core S&p500 Etf (IVV) 0.5 $777k 2.0k 398.05
salesforce (CRM) 0.5 $764k 3.6k 211.93
Medallia 0.5 $689k 25k 27.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $674k 4.5k 151.46
Pfizer (PFE) 0.5 $652k 18k 36.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $642k 2.6k 242.91
Johnson & Johnson (JNJ) 0.4 $633k 3.9k 164.42
Target Corporation (TGT) 0.4 $611k 3.1k 197.99
Caterpillar (CAT) 0.4 $580k 2.5k 232.00
Cadence Design Systems (CDNS) 0.4 $569k 4.2k 137.11
Ishares Tr Msci Eafe Etf (EFA) 0.4 $529k 7.0k 75.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $519k 2.0k 255.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $513k 6.2k 82.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $496k 1.4k 364.44
JPMorgan Chase & Co. (JPM) 0.3 $490k 3.2k 152.27
Coca-Cola Company (KO) 0.3 $480k 9.1k 52.75
Boeing Company (BA) 0.3 $475k 1.9k 254.83
Amazon (AMZN) 0.3 $473k 153.00 3091.50
3M Company (MMM) 0.3 $447k 2.3k 192.67
Comfort Systems USA (FIX) 0.3 $444k 444k 1.00
Spdr Gold Tr Gold Shs (GLD) 0.3 $407k 2.5k 159.92
Twist Bioscience Corp (TWST) 0.3 $405k 3.3k 123.97
Emerson Electric (EMR) 0.3 $379k 4.2k 90.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $379k 955.00 396.86
Facebook Cl A (META) 0.2 $322k 1.1k 294.60
Oracle Corporation (ORCL) 0.2 $307k 4.4k 70.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $292k 3.5k 84.64
Micron Technology (MU) 0.2 $265k 3.0k 88.33
Duke Energy Corp Com New (DUK) 0.2 $257k 2.7k 96.40
Alexion Pharmaceuticals 0.2 $245k 1.6k 153.12
Square Cl A (SQ) 0.2 $223k 981.00 227.32
Tesla Motors (TSLA) 0.1 $216k 324.00 666.67