Instuitional Investor - Robertson Stephens Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Robertson Stephens Wealth Management, Llc |
| Portfolio Value | $3,310,794,633 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | APP | 391,315 | $281,175,678 | 8.49% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 407,397 | $250,190,771 | 7.56% | |
| 3. | SPY | 281,717 | $187,812,819 | 5.67% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 667,622 | $144,642,423 | 4.37% | |
| 5. | Vanguard Tax-Managed Fds | 2,047,005 | $122,656,579 | 3.7% |
Hedge Fund Resource Center 
