Presilium Private Wealth

Presilium Private Wealth as of Dec. 31, 2024

Portfolio Holdings for Presilium Private Wealth

Presilium Private Wealth holds 77 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.3 $54M 130k 410.44
Vanguard Index Fds Value Etf (VTV) 11.7 $51M 302k 169.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.4 $41M 701k 58.18
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.4 $36M 573k 63.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.7 $29M 658k 44.04
Vanguard Index Fds Short Trm Bond (BSV) 6.4 $28M 361k 77.27
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.4 $24M 332k 71.04
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.6 $20M 383k 51.70
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.0 $18M 69k 253.75
Vanguard Index Fds Real Estate Etf (VNQ) 3.8 $17M 188k 89.08
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.7 $16M 100k 161.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.8 $12M 62k 198.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $9.8M 35k 280.06
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $7.0M 61k 114.48
Ishares Tr National Mun Etf (MUB) 1.1 $4.8M 45k 106.55
Ishares Tr Core Msci Pac (IPAC) 0.9 $4.1M 66k 61.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $4.0M 52k 78.01
Ishares Tr Core Msci Euro (IEUR) 0.9 $4.0M 74k 53.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $3.8M 36k 105.48
Ishares Core Msci Emkt (IEMG) 0.8 $3.6M 70k 52.22
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $3.6M 64k 57.31
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $3.3M 36k 92.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $3.3M 40k 81.98
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $2.4M 19k 124.96
Exxon Mobil Corporation (XOM) 0.5 $2.1M 19k 107.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.9M 16k 117.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.8M 6.1k 289.83
Apple (AAPL) 0.4 $1.6M 6.2k 250.44
Microsoft Corporation (MSFT) 0.3 $1.5M 3.6k 421.52
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $1.4M 10k 139.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.3M 22k 58.93
Procter & Gamble Company (PG) 0.3 $1.3M 7.6k 167.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.0M 21k 50.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $982k 1.8k 538.85
Amazon (AMZN) 0.2 $956k 4.4k 219.41
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.2 $956k 2.4k 401.58
Colgate-Palmolive Company (CL) 0.2 $911k 10k 90.91
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $896k 9.9k 90.93
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $855k 2.1k 402.70
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $847k 8.1k 104.89
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $845k 6.6k 128.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $813k 11k 76.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $795k 7.3k 108.61
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $754k 12k 60.75
Ishares Tr Core Msci Eafe (IEFA) 0.2 $749k 11k 70.28
Loews Corporation (L) 0.2 $718k 8.5k 84.69
Nike CL B (NKE) 0.2 $658k 8.7k 75.67
Alphabet Cap Stk Cl C (GOOG) 0.1 $643k 3.4k 190.44
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $642k 4.7k 135.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $591k 4.6k 127.59
Walt Disney Company (DIS) 0.1 $576k 5.2k 111.34
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $572k 23k 24.70
Meta Platforms Cl A (META) 0.1 $527k 901.00 585.34
Alphabet Cap Stk Cl A (GOOGL) 0.1 $524k 2.8k 189.30
Visa Com Cl A (V) 0.1 $475k 1.5k 316.04
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $465k 10k 46.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $413k 705.00 586.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $412k 2.1k 195.83
International Business Machines (IBM) 0.1 $410k 1.9k 219.87
Ishares Tr Esg Aware Msci (ESML) 0.1 $383k 9.1k 42.05
Ishares Esg Awr Msci Em (ESGE) 0.1 $381k 11k 33.39
Home Depot (HD) 0.1 $358k 919.00 388.99
Merck & Co (MRK) 0.1 $355k 3.6k 99.48
NVIDIA Corporation (NVDA) 0.1 $352k 2.6k 134.29
Oracle Corporation (ORCL) 0.1 $319k 1.9k 166.64
Broadcom (AVGO) 0.1 $282k 1.2k 231.84
T. Rowe Price (TROW) 0.1 $273k 2.4k 113.09
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $268k 1.0k 264.13
Fiserv (FI) 0.1 $264k 1.3k 205.42
Cigna Corp (CI) 0.1 $244k 885.00 276.14
Johnson & Johnson (JNJ) 0.1 $242k 1.7k 144.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $240k 3.9k 62.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $238k 2.3k 101.53
Ishares Tr U.s. Tech Etf (IYW) 0.1 $217k 1.4k 159.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $210k 1.2k 178.08
Philip Morris International (PM) 0.0 $208k 1.7k 120.34
Chargepoint Holdings Com Cl A 0.0 $17k 16k 1.07