Bordeaux Wealth Advisors

Latest statistics and disclosures from Bordeaux Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bordeaux Wealth Advisors

Companies in the Bordeaux Wealth Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coupa Software (COUP) 12.2 $22M -3% 99k 219.18
Apple (AAPL) 8.9 $16M 111k 141.50
Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $13M 57k 222.07
Ishares Tr Rus 1000 Etf (IWB) 6.8 $12M 50k 241.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.0 $11M -3% 22k 480.87
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.3 $7.5M -15% 131k 57.50
Tesla Motors (TSLA) 4.2 $7.4M 9.6k 775.52
Alphabet Cap Stk Cl C (GOOG) 4.0 $7.0M -2% 2.6k 2665.15
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $6.7M 26k 263.06
Zoominfo Technologies Com Cl A (ZI) 3.0 $5.3M +470% 87k 61.19
Microsoft Corporation (MSFT) 2.7 $4.8M -17% 17k 281.93
Berkshire Grey Com Cl A (BGRY) 2.7 $4.7M NEW 669k 7.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.6 $4.6M 73k 63.26
Focus Finl Partners Com Cl A (FOCS) 2.2 $3.9M +198% 75k 52.37

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Lyft Cl A Com (LYFT) 1.8 $3.2M +3% 60k 53.60
Chegg (CHGG) 1.8 $3.1M 46k 68.02
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $3.1M 32k 98.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $2.6M 53k 50.01
Pinterest Cl A (PINS) 1.5 $2.6M +450% 51k 50.95
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.0M 7.0k 290.17
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.9M -13% 19k 101.80
Doordash Cl A (DASH) 1.1 $1.9M -37% 9.0k 206.03
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.7M -12% 637.00 2673.47
Danaher Corporation (DHR) 0.8 $1.4M 4.6k 304.55
Thermo Fisher Scientific (TMO) 0.8 $1.4M 2.4k 571.49
Walt Disney Company (DIS) 0.7 $1.3M +5% 7.7k 169.12
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.3M -22% 2.9k 430.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $1.0M 20k 50.49
salesforce (CRM) 0.6 $994k 3.7k 271.21
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $948k -12% 19k 50.39
Procter & Gamble Company (PG) 0.5 $934k +2% 6.7k 139.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $920k +124% 2.1k 429.20
McDonald's Corporation (MCD) 0.5 $908k -15% 3.8k 241.17
Automatic Data Processing (ADP) 0.5 $851k -6% 4.3k 199.91
Medallia 0.5 $836k 25k 33.86
Pfizer (PFE) 0.5 $810k 19k 43.00
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $801k -9% 7.3k 109.22
Ishares Tr Russell 2000 Etf (IWM) 0.5 $795k -7% 3.6k 218.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $727k 2.7k 274.03
Facebook Cl A (FB) 0.4 $716k 2.1k 339.50
Target Corporation (TGT) 0.4 $704k 3.1k 228.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $697k 4.5k 156.42
JPMorgan Chase & Co. (JPM) 0.4 $675k +12% 4.1k 163.64
Okta Cl A (OKTA) 0.4 $665k 2.8k 237.50
Johnson & Johnson (JNJ) 0.4 $657k -5% 4.1k 161.43
Boeing Company (BA) 0.4 $645k 2.9k 219.84
Cadence Design Systems (CDNS) 0.4 $628k 4.2k 151.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $588k -34% 2.2k 272.73
Intel Corporation (INTC) 0.3 $562k -21% 11k 53.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $533k 1.4k 394.23
Neuberger Berman Mlp Income (NML) 0.3 $529k 107k 4.93
Amazon (AMZN) 0.3 $526k 160.00 3287.50
Coca-Cola Company (KO) 0.3 $498k +4% 9.5k 52.42
Caterpillar (CAT) 0.3 $480k 2.5k 192.00
Oracle Corporation (ORCL) 0.3 $466k +22% 5.3k 87.18
Comfort Systems USA (FIX) 0.3 $451k 451k 1.00
Emerson Electric (EMR) 0.2 $377k 4.0k 94.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $364k 4.4k 81.83
Twist Bioscience Corp (TWST) 0.2 $349k 3.3k 106.83
Spdr Gold Tr Gold Shs (GLD) 0.2 $342k +60% 2.1k 164.42
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $326k 2.2k 148.18
Home Depot (HD) 0.2 $316k -35% 963.00 328.14
Ishares Tr Msci Eafe Etf (EFA) 0.2 $303k -38% 3.9k 78.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $296k 3.5k 85.45
3M Company (MMM) 0.2 $284k -35% 1.6k 175.31
Square Cl A (SQ) 0.2 $283k -13% 1.2k 239.63
Wells Fargo & Company (WFC) 0.1 $250k +16% 5.4k 46.43
Micron Technology (MU) 0.1 $213k 3.0k 71.00

Past Filings by Bordeaux Wealth Advisors

SEC 13F filings are viewable for Bordeaux Wealth Advisors going back to 2020