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 | 665,340 | $456,961,871 | 11.25% | |
| 2. | Vanguard Tax-Managed Fds | 2,917,758 | $207,890,241 | 5.12% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 768,127 | $181,754,213 | 4.48% | |
| 4. | AAPL | 490,322 | $141,879,509 | 3.49% | |
| 5. | APP | 242,689 | $125,040,653 | 3.08% |
Hedge Fund Resource Center 
