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Home > Institutional Investor > Bordeaux Wealth Advisors Llc > Profile

Instuitional Investor - Bordeaux Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Bordeaux Wealth Advisors Llc
Portfolio Value $295,961,941
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOG 364,378 $51,351,823 17.35%
2.
Apple Inc.
 AAPL 233,365 $44,929,842 15.18%
3.
Vanguard Index Fds
 91,129 $21,617,543 7.3%
4.
Alphabet Inc.
 GOOG 105,950 $14,800,156 5%
5.
Meta Platforms Inc.
 META 40,867 $14,465,284 4.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)