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 | 673,435 | $471,983,483 | 11.39% | |
| 2. | Vanguard Tax-Managed Fds | 3,139,582 | $221,685,886 | 5.35% | |
| 3. | Tidal Trust I | 7,739,330 | $184,911,158 | 4.46% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 784,661 | $183,069,249 | 4.42% | |
| 5. | AAPL | 479,894 | $159,814,337 | 3.86% |
Hedge Fund Resource Center 
