SVB Wealth Advisory

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

  • SVB Wealth Advisory was a net seller of stock by $0.

Portfolio Holdings for SVB Wealth Advisory

Companies in the SVB Wealth Advisory portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard S&p 500 Etf idx fd 25.24 89993 295.80
Schwab International Equity ETF (SCHF) 16.64 522039 33.63
Schwab Strategic Tr 0 7.97 148418 56.63
Vanguard Total Bond Market ETF (BND) 5.71 71835 83.86
Ishares Tr Global Reit Etf 4.75 181510 27.62
iShares MSCI EAFE Index Fund (EFA) 4.28 65041 69.43
Ishares Core Msci Eafe Etf core msci eafe 3.49 56482 65.24
Vanguard Charlotte Fds intl bd idx etf 3.49 64968 56.58
Vanguard Emerging Markets ETF (VWO) 3.32 78691 44.47
iShares S&P; SmallCap 600 Index (IJR) 2.95 37166 83.84
Vanguard Short-Term Bond ETF (BSV) 2.49 32539 80.61
ISHARES TR MSCI Small Cap msci small cap 2.34 39652 62.29
SPDR S&P; 500 ETF (SPY) 2.13 6986 321.93
Vanguard Scottsdale Fds vng rus1000grw 1.92 11223 180.88
iShares S&P; 500 Index (IVV) 1.67 5441 323.29
Vanguard Value ETF (VTV) 1.08 9543 119.88
iShares S&P; Global Infrastructure Index (IGF) 1.04 22828 47.92
Vanguard Star Fd Intl Stk Idxf 0.88 16570 55.70
iShares MSCI Emerging Markets Indx (EEM) 0.80 18788 44.87
iShares Russell 1000 Growth Index (IWF) 0.63 3760 175.80
Vanguard Small-Cap ETF (VB) 0.59 3786 165.61
iShares S&P; MidCap 400 Index (IJH) 0.57 2909 205.91
Vanguard Mid-Cap ETF (VO) 0.55 3285 178.08
iShares Russell 1000 Value Index (IWD) 0.51 3911 136.54
Vanguard Growth ETF (VUG) 0.48 2798 182.27
iShares Russell 1000 Index (IWB) 0.44 2573 178.39
Schwab Strategic Tr us aggregate b 0.44 8735 53.46
Schwab Strategic Tr sht tm us tres 0.38 7927 50.46
Vanguard Dividend Appreciation ETF (VIG) 0.34 2864 124.65
iShares S&P; 1500 Index Fund (ISI) 0.34 4941 72.66
Vanguard Intermediate-Term Bond ETF (BIV) 0.26 3163 87.26
Vanguard REIT ETF (VNQ) 0.26 2922 92.74
SPDR Gold Trust (GLD) 0.24 1778 142.86
Vanguard Total Stock Market ETF (VTI) 0.24 1548 163.44
Vanguard Small-Cap Value ETF (VBR) 0.21 1629 136.89
iShares S&P; MidCap 400 Value Index (IJJ) 0.17 1050 170.48
iShares Russell Midcap Value Index (IWS) 0.15 1697 94.87
iShares S&P; MidCap 400 Growth (IJK) 0.15 657 237.44
Schwab Strategic Tr intrm trm 0.14 2704 55.10
Invesco Qqq Trust Series 1 0.12 605 213.22
Schwab Strategic Tr us reit etf 0.09 2117 45.82
iShares Gold Trust (IAU) 0.08 5922 14.52
iShares Russell 2000 Index (IWM) 0.07 444 166.67
iShares S&P; 500 Value Index (IVE) 0.05 393 129.77
Vanguard Information Technology ETF (VGT) 0.05 207 246.38
Technology SPDR (XLK) 0.04 478 92.05
Vanguard Energy ETF (VDE) 0.04 572 82.17
Vanguard Total World Stock Idx Fd (VT) 0.04 575 81.74
Health Care SPDR (XLV) 0.03 320 103.12
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.03 274 120.44
Materials SPDR (XLB) 0.02 376 61.17
iShares Russell Midcap Index Fund (IWR) 0.01 232 60.34
Ishares Inc core msci emkt 0.01 259 54.05
iShares Russell Midcap Growth Idx. (IWP) 0.00 19 157.89
iShares S&P; SmallCap 600 Growth (IJT) 0.00 25 200.00
Vanguard Small-Cap Growth ETF (VBK) 0.00 20 200.00