Instuitional Investor - Robertson Stephens Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 632,460 | $377,926,762 | 10.59% | |
| 2. | Vanguard Tax-Managed Fds | 2,669,304 | $171,049,008 | 4.79% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 717,344 | $154,271,928 | 4.32% | |
| 4. | AAPL | 485,483 | $123,210,796 | 3.45% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 1,685,804 | $117,584,817 | 3.29% |
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