Beirne Wealth Consulting Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Beirne Wealth Consulting Services, LLC | Institutional Filer | ▲ 2.41% | $353.6M | 105 |
Current Portfolio Holdings
Showing all 105 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 426K | $42.3M | 11.96% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 474K | $30.4M | 8.59% |
| 3 | IWD | ISHARES TR | — | 92K | $19.7M | 5.56% |
| 4 | IVV | ISHARES TR | — | 27K | $17.8M | 5.04% |
| 5 | LRGF | ISHARES TR | — | 267K | $17.6M | 4.98% |
| 6 | IEFA | ISHARES TR | — | 158K | $14.3M | 4.04% |
| 7 | VUG | VANGUARD INDEX FDS | — | 32K | $14.1M | 3.99% |
| 8 | IJR | ISHARES TR | — | 107K | $13.3M | 3.77% |
| 9 | VB | VANGUARD INDEX FDS | — | 47K | $12.3M | 3.48% |
| 10 | VO | VANGUARD INDEX FDS | — | 42K | $12.1M | 3.43% |
| 11 | IEMG | ISHARES INC | — | 145K | $10.1M | 2.86% |
| 12 | EEM | ISHARES TR | — | 144K | $8.2M | 2.31% |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | — | 151K | $8.1M | 2.30% |
| 14 | GDX | VANECK ETF TRUST | — | 84K | $7.7M | 2.19% |
| 15 | HYG | ISHARES TR | — | 86K | $6.9M | 1.94% |
Showing 1 to 15 of 105 holdings