APCM Wealth Management for Individuals 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW APCM Wealth Management for Individuals | Institutional Filer | ▲ 6.05% | $832.8M | 85 |
Current Portfolio Holdings
Showing all 85 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 287K | $186.5M | 22.39% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 1.2M | $87.7M | 10.53% |
| 3 | IJH | ISHARES TR | — | 1.2M | $81.3M | 9.76% |
| 4 | NFRA | FLEXSHARES TR | — | 811K | $51.9M | 6.23% |
| 5 | IEFA | ISHARES TR | — | 528K | $47.8M | 5.74% |
| 6 | IEMG | ISHARES INC | — | 539K | $37.6M | 4.51% |
| 7 | QAI | NEW YORK LIFE INVESTMENTS ET | — | 1.1M | $36.1M | 4.33% |
| 8 | IJR | ISHARES TR | — | 277K | $34.4M | 4.13% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | — | 624K | $30.0M | 3.60% |
| 10 | MUB | ISHARES TR | — | 266K | $28.2M | 3.39% |
| 11 | BBRE | J P MORGAN EXCHANGE TRADED F | — | 286K | $27.4M | 3.29% |
| 12 | SHM | SPDR SERIES TRUST | — | 467K | $22.3M | 2.68% |
| 13 | BSV | VANGUARD BD INDEX FDS | — | 237K | $18.6M | 2.23% |
| 14 | BCD | ABRDN ETFS | — | 462K | $16.5M | 1.98% |
| 15 | VTIP | VANGUARD MALVERN FDS | — | 283K | $14.1M | 1.70% |
Showing 1 to 15 of 85 holdings