Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | Institutional Filer | ▲ 3.03% | $5.78B | 984 |
Current Portfolio Holdings
Showing all 984 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 2.1M | $370.6M | 6.41% |
| 2 | QUAL | ISHARES TR | — | 1.8M | $338.9M | 5.86% |
| 3 | IQLT | ISHARES TR | — | 6.8M | $316.2M | 5.47% |
| 4 | VTIP | VANGUARD MALVERN FDS | — | 4.9M | $244.3M | 4.22% |
| 5 | MTUM | ISHARES TR | — | 960K | $230.5M | 3.98% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | — | 2.7M | $217.1M | 3.75% |
| 7 | AAPL | Apple Inc. | Technology | 612K | $155.4M | 2.69% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | — | 3.2M | $154.8M | 2.68% |
| 9 | EFV | ISHARES TR | — | 2.0M | $149.4M | 2.58% |
| 10 | IEMG | ISHARES INC | — | 2.0M | $138.4M | 2.39% |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1.4M | $115.2M | 1.99% |
| 12 | DFIV | DIMENSIONAL ETF TRUST | — | 1.8M | $94.2M | 1.63% |
| 13 | MSFT | Microsoft Corporation | Technology | 221K | $81.7M | 1.41% |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | — | 1.2M | $67.3M | 1.16% |
| 15 | VTV | VANGUARD INDEX FDS | — | 340K | $66.7M | 1.15% |
Showing 1 to 15 of 984 holdings