Fft Wealth Management

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

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Positions held by Fft Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fft Wealth Management

Fft Wealth Management holds 137 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Russell 3000 Etf (IWV) 10.9 $126M +8% 462k 273.74
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Ishares Tr Msci Acwi Etf (ACWI) 10.2 $118M 1.2M 101.77
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.1 $117M NEW 268k 436.80
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.9 $91M +2% 1.6M 55.67
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $89M +3% 187k 475.31
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Vanguard Index Fds Value Etf (VTV) 7.2 $83M +2% 555k 149.50
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TJX Companies (TJX) 6.0 $69M NEW 738k 93.81
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Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $65M +4% 275k 237.22
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Ishares Tr Core Us Aggbd Et (AGG) 5.3 $61M +1319% 619k 99.25
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.1 $36M 546k 65.06
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $35M +170% 73k 477.63
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Copart (CPRT) 1.8 $21M +7761% 424k 49.00
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $17M +16% 363k 47.90
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Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $16M 59k 277.15
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Ishares Tr Msci Usa Min Vol (USMV) 1.4 $16M 208k 78.03
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $16M +22% 433k 36.96
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Ishares Tr Msci Eafe Etf (EFA) 1.3 $16M 206k 75.35
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $14M +10% 125k 108.25
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Ishares Tr Msci Intl Vlu Ft (IVLU) 1.0 $12M -78% 443k 26.51
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Ishares Tr Core Div Grwth (DGRO) 1.0 $12M +9% 217k 53.82
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Ishares Tr Core Msci Eafe (IEFA) 0.8 $9.6M 137k 70.35
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $8.2M +6% 333k 24.79
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $7.6M 86k 88.36
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $7.6M 188k 40.21
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Tempur-Pedic International (TPX) 0.6 $7.3M NEW 143k 50.97
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Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $6.9M 88k 77.73
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.5 $5.7M 112k 51.04
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $5.0M +6% 12k 409.51
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $3.7M 18k 200.71
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Microsoft Corporation (MSFT) 0.3 $3.5M +14% 9.3k 376.04
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $2.6M -11% 14k 186.55
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Amazon (AMZN) 0.2 $2.6M +2% 17k 151.94
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.4M +8% 46k 51.05
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.1M +5% 15k 139.69
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $2.1M NEW 36k 59.32
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.1M +189% 51k 41.10
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $2.1M -3% 23k 89.29
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Synopsys (SNPS) 0.2 $1.7M NEW 3.4k 514.91
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.7M 14k 117.13
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Onemain Holdings (OMF) 0.1 $1.7M +74% 34k 49.20
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Apple (AAPL) 0.1 $1.6M +94% 8.1k 192.53
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Qorvo (QRVO) 0.1 $1.3M NEW 11k 112.61
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Ovid Therapeutics (OVID) 0.1 $1.3M NEW 396k 3.22
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.2M +436% 20k 58.33
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Paypal Holdings (PYPL) 0.1 $1.1M NEW 17k 61.41
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Mastercard Incorporated Cl A (MA) 0.1 $980k 2.3k 426.55
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $967k 9.4k 103.07
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $898k +65% 12k 75.10
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NVIDIA Corporation (NVDA) 0.1 $840k +19% 1.7k 495.18
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $813k 12k 69.21
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $774k NEW 13k 61.53
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Central Securities (CET) 0.1 $771k 20k 37.77
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Flexshares Tr Mornstar Upstr (GUNR) 0.1 $682k 17k 40.95
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Blackstone Group Inc Com Cl A (BX) 0.1 $667k 5.1k 130.92
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UnitedHealth (UNH) 0.1 $613k -3% 1.2k 526.47
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Martin Marietta Materials (MLM) 0.1 $601k +19% 1.2k 498.91
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Vulcan Materials Company (VMC) 0.1 $590k 2.6k 227.01
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $579k +9% 1.6k 350.91
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Ishares Core Msci Emkt (IEMG) 0.0 $525k +3% 10k 50.58
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Costco Wholesale Corporation (COST) 0.0 $500k -9% 757.00 659.86
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Adobe Systems Incorporated (ADBE) 0.0 $485k 813.00 596.60
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Ishares Tr Grwt Allocat Etf (AOR) 0.0 $476k 8.9k 53.19
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Ishares Tr National Mun Etf (MUB) 0.0 $447k +102% 4.1k 108.40
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Intuit (INTU) 0.0 $437k +2% 699.00 625.03
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Parker-Hannifin Corporation (PH) 0.0 $436k +4% 947.00 460.70
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $430k 1.4k 303.15
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Alphabet Cap Stk Cl C (GOOG) 0.0 $415k +13% 2.9k 140.93
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salesforce (CRM) 0.0 $411k +3% 1.6k 263.19
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Carlyle Group (CG) 0.0 $410k +10% 10k 40.69
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Lennar Corp Cl A (LEN) 0.0 $394k +3% 2.6k 149.04
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Ameriprise Financial (AMP) 0.0 $387k +6% 1.0k 379.83
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Flexshares Tr Flexshares Ultra (RAVI) 0.0 $378k 5.0k 75.03
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Vanguard Index Fds Growth Etf (VUG) 0.0 $376k +11% 1.2k 310.89
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Ansys (ANSS) 0.0 $371k +6% 1.0k 362.88
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Abbvie (ABBV) 0.0 $370k +5% 2.4k 154.97
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Servicenow (NOW) 0.0 $351k +2% 497.00 706.49
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $350k 7.4k 47.03
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Palo Alto Networks (PANW) 0.0 $349k +5% 1.2k 295.00
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Microchip Technology (MCHP) 0.0 $336k +4% 3.7k 90.18
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Intuitive Surgical Com New (ISRG) 0.0 $335k +12% 992.00 337.36
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Visa Com Cl A (V) 0.0 $328k +32% 1.3k 260.35
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Johnson & Johnson (JNJ) 0.0 $328k +11% 2.1k 156.74
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Ishares Gold Tr Ishares New (IAU) 0.0 $326k 8.3k 39.03
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Danaher Corporation (DHR) 0.0 $318k +9% 1.4k 231.31
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Advanced Micro Devices (AMD) 0.0 $316k +4% 2.1k 147.41
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Chipotle Mexican Grill (CMG) 0.0 $311k -6% 136.00 2286.96
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Capital One Financial (COF) 0.0 $305k +3% 2.3k 131.12
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Merck & Co (MRK) 0.0 $303k +15% 2.8k 109.02
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $303k 13k 23.62
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Corteva (CTVA) 0.0 $299k +7% 6.2k 47.92
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Abbott Laboratories (ABT) 0.0 $298k +9% 2.7k 110.07
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Amgen (AMGN) 0.0 $294k +5% 1.0k 288.02
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Autodesk (ADSK) 0.0 $290k +3% 1.2k 243.48
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Shopify Cl A (SHOP) 0.0 $288k -26% 3.7k 77.90
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Zoetis Cl A (ZTS) 0.0 $288k -11% 1.5k 197.40
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Coca-Cola Company (KO) 0.0 $286k +27% 4.9k 58.93
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Linde SHS (LIN) 0.0 $285k 694.00 410.71
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Qualcomm (QCOM) 0.0 $277k +4% 1.9k 144.63
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Procter & Gamble Company (PG) 0.0 $276k +26% 1.9k 146.54
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Honeywell International (HON) 0.0 $273k +18% 1.3k 209.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $273k NEW 766.00 356.66
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Sony Group Corp Sponsored Adr (SONY) 0.0 $272k +6% 2.9k 94.69
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Xylem (XYL) 0.0 $271k +4% 2.4k 114.36
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Nike CL B (NKE) 0.0 $270k NEW 2.5k 108.56
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Us Bancorp Del Com New (USB) 0.0 $269k NEW 6.2k 43.28
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $269k 6.3k 42.52
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RPM International (RPM) 0.0 $267k +4% 2.4k 111.63
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Lam Research Corporation (LRCX) 0.0 $256k 327.00 783.26
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Atmos Energy Corporation (ATO) 0.0 $255k +7% 2.2k 115.90
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Apollo Global Mgmt (APO) 0.0 $255k -11% 2.7k 93.19
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $255k 972.00 262.22
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Lowe's Companies (LOW) 0.0 $253k +5% 1.1k 222.52
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Monster Beverage Corp (MNST) 0.0 $250k 4.3k 57.61
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Ecolab (ECL) 0.0 $246k NEW 1.2k 198.35
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JPMorgan Chase & Co. (JPM) 0.0 $244k NEW 1.4k 170.10
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Alkermes SHS (ALKS) 0.0 $236k 8.5k 27.74
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Teledyne Technologies Incorporated (TDY) 0.0 $235k NEW 526.00 446.64
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Alcon Ord Shs (ALC) 0.0 $232k +5% 3.0k 78.12
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $231k 1.4k 165.26
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Cabot Oil & Gas Corporation (CTRA) 0.0 $231k +8% 9.0k 25.52
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Equity Lifestyle Properties (ELS) 0.0 $229k NEW 3.2k 70.55
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General Dynamics Corporation (GD) 0.0 $227k NEW 874.00 259.67
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Texas Instruments Incorporated (TXN) 0.0 $227k NEW 1.3k 170.46
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Xcel Energy (XEL) 0.0 $226k NEW 3.6k 61.91
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PNC Financial Services (PNC) 0.0 $223k NEW 1.4k 154.85
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Crown Castle Intl (CCI) 0.0 $221k NEW 1.9k 115.19
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Live Nation Entertainment (LYV) 0.0 $221k NEW 2.4k 93.60
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O'reilly Automotive (ORLY) 0.0 $215k -12% 226.00 950.08
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Etsy (ETSY) 0.0 $212k NEW 2.6k 81.05
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Starbucks Corporation (SBUX) 0.0 $209k NEW 2.2k 96.01
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Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $202k NEW 3.8k 53.50
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Ishares Tr Eafe Value Etf (EFV) 0.0 $201k NEW 3.9k 52.10
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Marqeta Class A Com (MQ) 0.0 $191k 27k 6.98
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $180k +6% 21k 8.61
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Banco Santander Adr (SAN) 0.0 $87k 21k 4.14
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23andme Holding Class A Com (ME) 0.0 $83k 90k 0.91
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Livexlive Media (LVO) 0.0 $52k 38k 1.39
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Past Filings by Fft Wealth Management

SEC 13F filings are viewable for Fft Wealth Management going back to 2015

View all past filings