Robertson Stephens Wealth Management

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

  • Top 5 stock holdings are AAPL, VOO, IVV, TWLO, MSFT, and represent 23.66% of Robertson Stephens Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SHY (+$18M), VEA (+$17M), IWF (+$15M), IJR (+$14M), IEMG (+$8.0M), MINT (+$7.6M), EWW (+$6.1M), GBIL (+$5.7M), THD (+$5.3M), MCD (+$5.1M).
  • Started 60 new stock positions in DHI, RWR, AMAT, DFIC, DDOG, EWW, VO, TFLO, TBT, PDBC.
  • Reduced shares in these 10 stocks: IWM (-$8.8M), TLT (-$8.3M), VTV (-$6.9M), EMB (-$6.5M), VCIT (-$6.3M), QQQ, IWR, VIG, VTI, PFSI.
  • Sold out of its positions in DVN, ENPH, FFIV, FVD, HCA, IP, FLOT, CMDY, SHYG, IBHE.
  • Robertson Stephens Wealth Management was a net buyer of stock by $129M.
  • Robertson Stephens Wealth Management has $1.3B in assets under management (AUM), dropping by 26.55%.
  • Central Index Key (CIK): 0001767307

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 439 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.4 $96M 402k 237.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.0 $78M +6% 207k 376.07
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Ishares Tr Core S&p500 Etf (IVV) 4.7 $61M 148k 411.08
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Twilio Cl A (TWLO) 3.4 $44M 20k 2178.77
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Microsoft Corporation (MSFT) 2.2 $29M +4% 100k 288.30
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Ishares Core Msci Emkt (IEMG) 2.0 $26M +43% 538k 48.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $26M +195% 575k 45.17
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $26M 62k 410.90
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Ishares Tr Core S&p Scp Etf (IJR) 1.9 $24M +133% 252k 96.70
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $22M +217% 91k 244.33
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Hennessy Fds Tr Stance Esg Large (STNC) 1.7 $22M 830k 26.48
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Acuity Brands (AYI) 1.7 $22M 119k 182.73
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Ishares Tr S&p 500 Val Etf (IVE) 1.4 $19M +13% 122k 151.76
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Vanguard Index Fds Growth Etf (VUG) 1.4 $18M +8% 74k 249.44
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $18M NEW 213k 82.16
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Select Sector Spdr Tr Technology (XLK) 1.2 $16M 103k 151.01
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Ishares Tr Core Msci Eafe (IEFA) 1.0 $14M +29% 201k 66.85
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Amazon (AMZN) 1.0 $14M 130k 103.29
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Applovin Corp Com Cl A (APP) 1.0 $13M +54% 839k 15.75
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Ishares Tr Core Us Aggbd Et (AGG) 1.0 $13M +26% 131k 99.64
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Vanguard Index Fds Value Etf (VTV) 1.0 $13M -34% 94k 138.11
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $12M +30% 50k 250.16
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Alphabet Cap Stk Cl C (GOOG) 1.0 $12M 119k 104.00
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Ishares Tr National Mun Etf (MUB) 0.9 $11M 103k 107.74
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $11M -44% 61k 178.40
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.8 $11M 342k 31.55
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $10M -16% 51k 204.10
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Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $9.8M -23% 140k 69.92
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $9.5M -3% 92k 103.73
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Home Depot (HD) 0.6 $8.3M 28k 295.12
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $8.3M -10% 130k 63.89
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Visa Com Cl A (V) 0.6 $8.1M -2% 36k 225.46
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Bank of America Corporation (BAC) 0.6 $7.8M 271k 28.60
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $7.6M NEW 76k 99.25
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Bgc Partners Cl A (BGCP) 0.6 $7.2M +2% 1.4M 5.23
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $7.0M 54k 129.46
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McDonald's Corporation (MCD) 0.5 $7.0M +259% 25k 279.61
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $7.0M -12% 178k 39.46
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Pepsi (PEP) 0.5 $6.5M +9% 36k 182.30
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Danaher Corporation (DHR) 0.5 $6.1M 24k 252.31
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Ishares Msci Mexico Etf (EWW) 0.5 $6.1M NEW 102k 59.53
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $5.9M -26% 39k 154.01
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T. Rowe Price (TROW) 0.4 $5.7M 51k 112.90
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $5.7M NEW 57k 100.14
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $5.5M -9% 55k 100.58
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $5.5M 215k 25.48
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $5.5M +4% 24k 225.23
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $5.4M -5% 54k 101.18
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Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $5.4M +466% 67k 80.66
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Ishares Msci Thailnd Etf (THD) 0.4 $5.3M NEW 73k 73.35
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Ishares Tr Core Total Usd (IUSB) 0.4 $5.2M +32% 114k 46.15
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Fiserv (FISV) 0.4 $5.1M +30% 45k 113.03
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $5.1M +51% 41k 124.06
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Energy Fuels Com New (UUUU) 0.4 $5.0M +11% 893k 5.58
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Select Sector Spdr Tr Communication (XLC) 0.4 $4.9M +43% 84k 57.97
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $4.8M +28% 32k 149.54
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Select Sector Spdr Tr Financial (XLF) 0.4 $4.8M +6% 149k 32.15
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Ishares Tr Ibonds 2026 Term (IBHF) 0.4 $4.8M -11% 209k 22.80
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Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $4.7M -24% 64k 73.78
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $4.7M -41% 15k 321.40
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Starbucks Corporation (SBUX) 0.4 $4.6M +386% 45k 104.13
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.6M +23% 15k 308.77
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $4.6M 63k 72.74
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $4.4M 100k 44.50
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Ishares Tr Msci Poland Etf (EPOL) 0.3 $4.3M NEW 279k 15.48
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.3 $4.2M NEW 93k 44.90
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.3 $4.2M NEW 50k 82.78
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Johnson & Johnson (JNJ) 0.3 $4.1M +9% 26k 155.00
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $4.0M 85k 47.85
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Tesla Motors (TSLA) 0.3 $3.9M +24% 19k 207.46
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Ishares Tr Latn Amer 40 Etf (ILF) 0.3 $3.8M NEW 160k 23.87
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Ishares Tr Core Msci Total (IXUS) 0.3 $3.8M -12% 61k 61.95
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Qualcomm (QCOM) 0.3 $3.7M 29k 127.58
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JPMorgan Chase & Co. (JPM) 0.3 $3.7M +2% 29k 130.31
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Caterpillar (CAT) 0.3 $3.7M +8% 16k 228.85
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $3.6M +50% 39k 93.68
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Chevron Corporation (CVX) 0.3 $3.6M +3% 22k 163.16
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Discover Financial Services (DFS) 0.3 $3.6M 36k 98.84
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.3 $3.6M -10% 159k 22.48
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Select Sector Spdr Tr Energy (XLE) 0.3 $3.6M +23% 43k 82.83
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Raytheon Technologies Corp (RTX) 0.3 $3.5M 36k 97.93
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Exxon Mobil Corporation (XOM) 0.3 $3.5M +32% 32k 109.66
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Merck & Co (MRK) 0.3 $3.4M -2% 32k 107.12
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $3.4M -19% 38k 90.45
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Boeing Company (BA) 0.3 $3.3M -5% 16k 212.43
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $3.3M 32k 102.77
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Ishares Tr S&P SML 600 GWT (IJT) 0.3 $3.3M 30k 109.94
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Comcast Corp Cl A (CMCSA) 0.2 $3.2M 84k 37.91
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Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $3.1M 58k 53.21
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BlackRock (BLK) 0.2 $3.1M 4.6k 669.12
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.0M -33% 16k 189.56
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $3.0M +2% 32k 93.59
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $3.0M NEW 59k 50.59
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Sherwin-Williams Company (SHW) 0.2 $2.9M 13k 224.77
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CVS Caremark Corporation (CVS) 0.2 $2.9M -12% 39k 74.31
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $2.9M 64k 44.43
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UnitedHealth (UNH) 0.2 $2.8M 6.0k 472.55
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.2 $2.8M +23% 112k 24.81
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Ishares Tr S&p 100 Etf (OEF) 0.2 $2.8M -27% 15k 187.04
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Thermo Fisher Scientific (TMO) 0.2 $2.7M 4.8k 576.67
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Chipotle Mexican Grill (CMG) 0.2 $2.7M 1.6k 1708.29
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $2.7M -2% 31k 87.77
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Abbvie (ABBV) 0.2 $2.7M +7% 17k 159.37
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.2 $2.7M +41% 108k 24.59
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Netflix (NFLX) 0.2 $2.6M 7.7k 345.48
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Pfizer (PFE) 0.2 $2.6M +5% 64k 40.80
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Walt Disney Company (DIS) 0.2 $2.6M 26k 100.13
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Everest Re Group (RE) 0.2 $2.6M 7.2k 358.02
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Ishares Tr Mbs Etf (MBB) 0.2 $2.5M +11% 26k 94.73
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.2 $2.5M NEW 46k 54.09
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $2.5M -15% 18k 139.04
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Wal-Mart Stores (WMT) 0.2 $2.2M +5% 15k 148.01
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Global X Fds Msci China Enrgy (CHIE) 0.2 $2.2M NEW 143k 15.41
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Procter & Gamble Company (PG) 0.2 $2.2M +5% 15k 148.69
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NVIDIA Corporation (NVDA) 0.2 $2.2M +15% 7.8k 277.78
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Mccormick & Co Com Non Vtg (MKC) 0.2 $2.1M 26k 83.21
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Ishares Tr Core Div Grwth (DGRO) 0.2 $2.1M -22% 43k 49.99
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $2.1M -2% 5.5k 385.45
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Avis Budget (CAR) 0.2 $2.1M NEW 11k 194.80
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Ishares Tr Msci Usa Value (VLUE) 0.2 $2.1M -7% 22k 92.59
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Flex Ord (FLEX) 0.2 $2.1M +9% 90k 23.01
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Wp Carey (WPC) 0.2 $2.1M 26k 78.52
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $2.0M +15% 7.8k 263.19
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Ishares Msci Eurzone Etf (EZU) 0.2 $2.0M NEW 45k 45.08
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.0M +2% 27k 74.71
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Ecolab (ECL) 0.2 $2.0M -9% 12k 166.06
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International Money Express (IMXI) 0.1 $1.9M +7% 74k 25.78
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Enterprise Products Partners (EPD) 0.1 $1.9M +16% 73k 25.90
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.9M 31k 61.47
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Vanguard World Fds Industrial Etf (VIS) 0.1 $1.9M 9.9k 190.51
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Vanguard World Fds Financials Etf (VFH) 0.1 $1.9M +6% 24k 77.89
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Wells Fargo & Company (WFC) 0.1 $1.8M +10% 49k 37.38
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.8M 63k 28.70
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.8M 25k 71.71
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Callaway Golf Company (MODG) 0.1 $1.8M +20% 83k 21.62
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.8M 56k 32.26
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Adaptive Biotechnologies Cor (ADPT) 0.1 $1.8M +11% 203k 8.83
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Cisco Systems (CSCO) 0.1 $1.7M +13% 33k 52.27
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Quantumscape Corp Com Cl A (QS) 0.1 $1.7M 211k 8.18
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S&p Global (SPGI) 0.1 $1.7M -4% 5.0k 344.77
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.7M +541% 73k 23.38
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Cue Biopharma (CUE) 0.1 $1.7M 479k 3.57
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Globalstar (GSAT) 0.1 $1.7M +29% 1.5M 1.16
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salesforce (CRM) 0.1 $1.7M +30% 8.4k 199.78
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International Business Machines (IBM) 0.1 $1.7M +3% 13k 131.09
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Ishares Tr Global Tech Etf (IXN) 0.1 $1.7M 31k 54.36
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Newmark Group Cl A (NMRK) 0.1 $1.7M 234k 7.08
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.6M +337% 11k 144.62
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.6M -42% 65k 24.79
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Vanguard World Fds Energy Etf (VDE) 0.1 $1.6M 14k 114.23
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $1.5M 57k 26.87
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Ishares Emng Mkts Eqt (EMGF) 0.1 $1.5M NEW 37k 41.52
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Ishares Tr Eafe Value Etf (EFV) 0.1 $1.5M -15% 31k 48.53
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $1.5M 22k 67.82
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Ross Stores (ROST) 0.1 $1.5M 14k 106.13
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Bristol Myers Squibb (BMY) 0.1 $1.4M -4% 21k 69.31
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Ishares Msci Pac Jp Etf (EPP) 0.1 $1.4M +9% 33k 43.79
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.4M 3.2k 444.67
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Adobe Systems Incorporated (ADBE) 0.1 $1.4M +105% 3.7k 385.37
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Abbott Laboratories (ABT) 0.1 $1.4M +6% 14k 101.26
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Ishares Tr Broad Usd High (USHY) 0.1 $1.4M -17% 39k 35.55
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.4M 3.00 465600.00
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.4M -6% 15k 91.05
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.1 $1.4M NEW 57k 24.17
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.4M -16% 34k 40.40
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Ishares Msci Cda Etf (EWC) 0.1 $1.3M 39k 34.18
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.3M -2% 19k 71.84
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Emerson Electric (EMR) 0.1 $1.3M 15k 87.14
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Intel Corporation (INTC) 0.1 $1.3M +10% 40k 32.67
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $1.3M 29k 45.10
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $1.3M 16k 82.21
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Ishares Tr Europe Etf (IEV) 0.1 $1.3M -20% 26k 50.02
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Nextera Energy (NEE) 0.1 $1.3M +13% 17k 77.08
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $1.3M NEW 66k 19.32
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M -4% 14k 92.81
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.2M -84% 14k 86.28
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.2M -6% 22k 53.98
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Waste Management (WM) 0.1 $1.2M +13% 7.4k 163.17
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $1.2M -29% 12k 101.02
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Grand Canyon Education (LOPE) 0.1 $1.2M +2% 11k 113.90
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Goldman Sachs (GS) 0.1 $1.2M 3.6k 327.13
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Roper Industries (ROP) 0.1 $1.2M -8% 2.7k 440.70
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Medtronic SHS (MDT) 0.1 $1.2M 15k 81.30
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Amgen (AMGN) 0.1 $1.2M +18% 4.8k 241.74
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Cambium Networks Corp SHS (CMBM) 0.1 $1.2M +9% 66k 17.72
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Proshares Tr Pshs Ultsh 20yrs (TBT) 0.1 $1.2M NEW 41k 27.96
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Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $1.2M NEW 53k 21.98
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Lowe's Companies (LOW) 0.1 $1.1M +11% 5.6k 199.98
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Nike CL B (NKE) 0.1 $1.1M +14% 9.0k 122.95
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Teradyne (TER) 0.1 $1.1M -9% 10k 107.51
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Spdr Ser Tr Hlth Cr Equip (XHE) 0.1 $1.1M 12k 93.61
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Kraft Heinz (KHC) 0.1 $1.1M 27k 38.67
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United Parcel Service CL B (UPS) 0.1 $1.0M +162% 5.3k 194.00
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Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) 0.1 $1.0M +116% 41k 25.19
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.0M 8.9k 114.54
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Us Bancorp Del Com New (USB) 0.1 $1.0M +3% 28k 36.53
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.0M -22% 12k 83.04
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Eli Lilly & Co. (LLY) 0.1 $998k +15% 2.9k 343.42
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $981k -3% 6.3k 155.03
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Daseke (DSKE) 0.1 $981k +71% 127k 7.73
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AutoZone (AZO) 0.1 $976k 397.00 2458.15
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American Express Company (AXP) 0.1 $945k +98% 5.7k 164.96
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Polaris Industries (PII) 0.1 $940k 8.5k 110.63
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R1 RCM (RCM) 0.1 $938k +2% 63k 15.00
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $918k -5% 25k 37.38
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Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $912k NEW 44k 20.77
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Novagold Res Com New (NG) 0.1 $896k +24% 144k 6.22
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Textainer Group Holdings SHS (TGH) 0.1 $895k 28k 32.11
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Ishares Tr Core Msci Pac (IPAC) 0.1 $894k 16k 56.57
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $892k -12% 12k 76.21
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $875k -3% 18k 48.06
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Lam Research Corporation (LRCX) 0.1 $873k 1.6k 531.85
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Kraneshares Tr Msci China Clean (KGRN) 0.1 $872k 31k 28.59
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Honeywell International (HON) 0.1 $852k +10% 4.5k 191.14
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Newmont Mining Corporation (NEM) 0.1 $849k +37% 17k 49.02
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Vanguard World Mega Grwth Ind (MGK) 0.1 $842k -59% 4.1k 204.51
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Spdr Gold Tr Gold Shs (GLD) 0.1 $837k -18% 4.6k 183.22
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Illumina (ILMN) 0.1 $834k -5% 3.6k 232.55
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $821k -3% 15k 54.60
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TJX Companies (TJX) 0.1 $812k +4% 10k 78.36
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Verisk Analytics (VRSK) 0.1 $810k -5% 4.2k 191.86
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $808k +100% 7.1k 113.95
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $806k -11% 7.6k 106.20
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Ishares Esg Awr Msci Em (ESGE) 0.1 $799k -5% 25k 31.48
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Meta Platforms Cl A (META) 0.1 $793k -13% 3.7k 211.94
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $792k 3.2k 247.20
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Immunocore Hldgs Ads (IMCR) 0.1 $787k -29% 16k 49.44
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At&t (T) 0.1 $787k +16% 41k 19.25
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Lockheed Martin Corporation (LMT) 0.1 $787k +6% 1.7k 472.73
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Ishares Tr Expanded Tech (IGV) 0.1 $779k NEW 2.6k 304.70
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Global X Fds Fintech Etf (FINX) 0.1 $779k -2% 37k 20.82
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Limoneira Company (LMNR) 0.1 $774k 47k 16.66
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $766k 22k 34.45
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $760k +81% 14k 54.26
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $753k +7% 24k 31.27
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Hershey Company (HSY) 0.1 $751k +14% 3.0k 254.42
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Mag Silver Corp (MAG) 0.1 $747k +19% 59k 12.67
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $741k 21k 34.80
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $738k 7.0k 104.68
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Verizon Communications (VZ) 0.1 $731k +22% 19k 38.89
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Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $724k +2% 23k 32.09
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $723k -92% 6.8k 106.37
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $704k +6% 7.3k 96.67
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Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $704k +241% 32k 21.84
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $701k -3% 15k 48.15
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Coca-Cola Company (KO) 0.1 $699k +18% 11k 62.49
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $697k 7.7k 90.55
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Univar (UNVR) 0.1 $691k -69% 20k 35.03
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Citigroup Com New (C) 0.1 $689k -2% 15k 46.89
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $684k NEW 14k 50.27
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Ishares Tr Select Divid Etf (DVY) 0.1 $674k -3% 5.8k 117.17
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Target Corporation (TGT) 0.1 $670k -5% 4.0k 165.64
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CSX Corporation (CSX) 0.1 $670k -2% 22k 29.94
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Kkr & Co (KKR) 0.1 $669k 13k 52.52
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $668k -21% 9.9k 67.69
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Halliburton Company (HAL) 0.1 $661k NEW 21k 31.64
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $660k 20k 33.48
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California Bancorp (CALB) 0.1 $657k NEW 34k 19.51
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Mastercard Incorporated Cl A (MA) 0.0 $648k -33% 1.8k 363.41
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Hudson Technologies (HDSN) 0.0 $647k NEW 74k 8.73
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Unilever Spon Adr New (UL) 0.0 $646k +5% 12k 51.93
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Etf Managers Tr Prime Mobile Pay (IPAY) 0.0 $643k 15k 41.67
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $636k -15% 6.4k 99.12
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Charles Schwab Corporation (SCHW) 0.0 $630k +92% 12k 52.38
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ConocoPhillips (COP) 0.0 $621k +8% 6.2k 99.81
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Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.0 $616k NEW 17k 36.62
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Lululemon Athletica (LULU) 0.0 $613k +12% 1.7k 364.19
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $610k +7% 1.8k 333.48
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Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $610k +16% 14k 45.15
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.0 $606k 25k 23.82
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Automatic Data Processing (ADP) 0.0 $597k +83% 2.6k 231.81
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Affiliated Managers (AMG) 0.0 $585k 4.1k 142.42
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $583k +8% 2.0k 285.77
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3M Company (MMM) 0.0 $580k +4% 5.5k 105.10
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Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $576k 19k 30.13
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $569k -26% 5.6k 102.18
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $551k -6% 11k 52.23
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Astrazeneca Sponsored Adr (AZN) 0.0 $543k 7.8k 69.41
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Union Pacific Corporation (UNP) 0.0 $538k +4% 2.7k 201.29
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $534k 16k 34.07
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $523k -2% 4.2k 123.71
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American Water Works (AWK) 0.0 $518k 3.5k 146.49
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Arista Networks (ANET) 0.0 $515k 3.1k 167.86
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $515k -27% 17k 31.01
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $512k 18k 28.12
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $505k -21% 7.1k 71.52
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AFLAC Incorporated (AFL) 0.0 $503k 7.8k 64.52
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Marriott Intl Cl A (MAR) 0.0 $493k 3.0k 166.04
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Ishares Tr Esg Msci Leadr (SUSL) 0.0 $489k -45% 6.9k 71.26
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Ishares Msci Aust Etf (EWA) 0.0 $487k +15% 21k 22.94
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Deere & Company (DE) 0.0 $482k +6% 1.2k 414.04
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Peak (PEAK) 0.0 $482k -3% 22k 21.97
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Ford Motor Company (F) 0.0 $481k -13% 38k 12.60
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $481k +92% 15k 31.22
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $478k -8% 14k 33.71
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Oracle Corporation (ORCL) 0.0 $476k -33% 5.1k 92.92
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Ishares Tr Us Consm Staples (IYK) 0.0 $464k NEW 2.3k 199.23
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $457k -93% 5.7k 80.22
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $454k -33% 1.8k 252.55
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Hilton Worldwide Holdings (HLT) 0.0 $452k -22% 3.2k 140.87
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Microchip Technology (MCHP) 0.0 $449k 5.4k 83.78
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Albemarle Corporation (ALB) 0.0 $445k 2.0k 221.44
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $443k NEW 18k 24.07
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $440k 8.7k 50.43
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $435k 947.00 459.60
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $434k -9% 8.1k 53.47
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.0 $432k 18k 23.73
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Illinois Tool Works (ITW) 0.0 $431k +5% 1.8k 244.72
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Morgan Stanley Com New (MS) 0.0 $429k -2% 4.9k 87.81
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $425k -6% 5.9k 71.51
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Shopify Cl A (SHOP) 0.0 $422k 8.8k 47.94
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Diageo Spon Adr New (DEO) 0.0 $421k +17% 2.3k 182.79
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Global X Fds Global X Copper (COPX) 0.0 $420k -30% 11k 38.71
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $420k 8.0k 52.70
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Broadcom (AVGO) 0.0 $418k +38% 651.00 641.71
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Air Products & Chemicals (APD) 0.0 $416k 1.4k 288.96
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $409k 18k 22.86
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $408k 8.1k 50.66
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Gilead Sciences (GILD) 0.0 $408k +8% 4.9k 82.97
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Lithium Amers Corp Com New (LAC) 0.0 $403k +53% 19k 21.76
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Azek Cl A (AZEK) 0.0 $400k 17k 23.54
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $398k 5.6k 70.72
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Intuit (INTU) 0.0 $396k 888.00 445.84
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $394k 5.1k 76.63
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $392k -77% 7.2k 54.57
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Palo Alto Networks (PANW) 0.0 $391k +22% 2.0k 199.74
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $391k -31% 2.6k 152.26
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $389k NEW 11k 35.20
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Eaton Corp SHS (ETN) 0.0 $386k 2.3k 171.34
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Shell Spon Ads (SHEL) 0.0 $382k -4% 6.6k 57.54
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $382k -6% 8.4k 45.24
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $380k -67% 6.5k 58.54
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $377k 4.9k 76.18
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Ventas (VTR) 0.0 $374k 8.5k 43.80
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Humana (HUM) 0.0 $370k -16% 761.00 486.35
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Phillips 66 (PSX) 0.0 $370k +11% 3.6k 101.39
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Gartner (IT) 0.0 $368k +12% 1.1k 325.77
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Ishares Silver Tr Ishares (SLV) 0.0 $363k +7% 16k 22.12
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $363k 2.5k 146.70
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Simon Property (SPG) 0.0 $356k NEW 3.2k 111.99
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Lauder Estee Cos Cl A (EL) 0.0 $356k +2% 1.4k 246.46
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Cummins (CMI) 0.0 $356k NEW 1.5k 238.80
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Parker-Hannifin Corporation (PH) 0.0 $354k NEW 1.1k 336.04
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Public Storage (PSA) 0.0 $352k -2% 1.2k 302.14
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Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $351k +8% 6.2k 56.58