Presilium Private Wealth

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

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Positions held by Presilium Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 72 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
Vanguard Index Fds Growth Etf (VUG) 12.0 $42M +2% 135k 310.88
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Vanguard Index Fds Value Etf (VTV) 11.6 $41M -2% 272k 149.50
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.5 $30M -10% 461k 64.48
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.2 $25M +9% 432k 58.33
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $21M -13% 517k 41.10
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Vanguard Index Fds Short Trm Bond (BSV) 5.8 $20M -8% 265k 77.02
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.4 $19M -10% 263k 72.03
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Ishares Tr Ishs 1-5yr Invs (IGSB) 4.5 $16M -41% 310k 51.27
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.0 $14M 64k 219.57
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.6 $13M -8% 88k 145.01
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Vanguard Index Fds Real Estate Etf (VNQ) 3.4 $12M -28% 136k 88.36
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.8 $9.8M -6% 54k 179.97
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $7.9M 33k 241.77
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Ishares Tr Short Treas Bd (SHV) 1.9 $6.7M NEW 61k 110.13
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $5.7M -7% 50k 115.03
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Ishares Tr National Mun Etf (MUB) 1.3 $4.7M -7% 43k 108.41
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $4.2M NEW 54k 77.37
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Ishares Tr Cre U S Reit Etf (USRT) 1.2 $4.1M NEW 75k 54.29
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Ishares Tr Core Msci Pac (IPAC) 1.1 $3.8M +685% 65k 59.51
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Ishares Core Msci Emkt (IEMG) 1.1 $3.7M +838% 73k 50.58
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Ishares Tr Core Msci Euro (IEUR) 1.0 $3.6M +493% 66k 55.02
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $3.5M NEW 42k 82.04
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Ishares Tr Core S&p Us Vlu (IUSV) 0.9 $3.2M +155% 38k 84.33
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $3.1M -4% 29k 105.43
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Microsoft Corporation (MSFT) 0.9 $3.0M +3% 8.1k 376.04
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Exxon Mobil Corporation (XOM) 0.7 $2.5M 25k 99.98
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.3M +409% 20k 114.04
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.7M +14% 16k 102.88
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.5M NEW 6.1k 237.23
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Apple (AAPL) 0.4 $1.3M 6.9k 192.54
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.3M NEW 22k 57.96
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Procter & Gamble Company (PG) 0.3 $1.1M 7.8k 146.55
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Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.1M 10k 104.10
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Nike CL B (NKE) 0.2 $862k 7.9k 108.57
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $805k NEW 10k 79.22
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Colgate-Palmolive Company (CL) 0.2 $799k 10k 79.71
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $796k NEW 13k 61.90
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $790k NEW 7.7k 103.07
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $750k 11k 70.35
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Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $722k 2.4k 303.17
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Raytheon Technologies Corp (RTX) 0.2 $720k 8.6k 84.14
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $701k -2% 8.2k 85.06
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $700k 6.7k 104.92
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $690k 9.1k 75.54
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Amazon (AMZN) 0.2 $641k -2% 4.2k 151.96
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $619k NEW 4.9k 125.15
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $604k +5% 1.4k 436.80
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Loews Corporation (L) 0.2 $590k 8.5k 69.59
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $529k NEW 10k 51.05
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Alphabet Cap Stk Cl C (GOOG) 0.1 $497k 3.5k 140.93
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $496k 3.6k 139.69
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Merck & Co (MRK) 0.1 $495k -9% 4.5k 109.02
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $461k NEW 4.1k 111.63
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Walt Disney Company (DIS) 0.1 $456k 5.0k 90.29
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Johnson & Johnson (JNJ) 0.1 $432k +4% 2.8k 156.76
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $395k -11% 16k 24.48
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Visa Cl A (V) 0.1 $383k 1.5k 260.35
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $347k -13% 7.3k 47.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $335k 705.00 475.31
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Ishares Tr Esg Aware Msci (ESML) 0.1 $334k 8.8k 38.01
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $328k 2.7k 122.75
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Ishares Esg Awr Msci Em (ESGE) 0.1 $322k +2% 10k 32.06
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Meta Platforms Cl A (META) 0.1 $309k 872.00 353.85
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T. Rowe Price (TROW) 0.1 $260k 2.4k 107.69
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $243k 1.4k 170.40
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $236k NEW 1.0k 232.64
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Oracle Corporation (ORCL) 0.1 $232k +14% 2.2k 105.43
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Nextera Energy (NEE) 0.1 $209k NEW 3.4k 60.74
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Home Depot (HD) 0.1 $209k NEW 604.00 346.55
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $203k -68% 732.00 277.15
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Starbucks Corporation (SBUX) 0.1 $201k NEW 2.1k 96.01
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Chargepoint Holdings Com Cl A (CHPT) 0.0 $37k 16k 2.34
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Past Filings by Presilium Private Wealth

SEC 13F filings are viewable for Presilium Private Wealth going back to 2022