Instuitional Investor - Robertson Stephens Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Robertson Stephens Wealth Management, Llc |
| Portfolio Value | $1,645,800,070 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 275,154 | $120,187,089 | 7.3% | |
| 2. | IEF | 227,693 | $108,753,236 | 6.6% | |
| 3. | AAPL | 412,447 | $79,408,427 | 4.82% | |
| 4. | SPY | 160,908 | $76,813,049 | 4.66% | |
| 5. | Twilio IncPUT | TWLO | 650,000 | $49,315,500 | 2.99% |
