GHP Investment Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GI GHP Investment Advisors, Inc. | Institutional Filer | ▼ 0.04% | $2.43B | 1437 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1437)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | — | 1.5M | $42.6M | 1.75% |
| 2 | AAPL | Apple Inc. | Technology | 162K | $41.2M | 1.69% |
| 3 | GOOG | Alphabet Inc. | Technology | 120K | $34.3M | 1.41% |
| 4 | IDV | ISHARES TR | — | 760K | $32.3M | 1.33% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 504K | $32.3M | 1.33% |
| 6 | SCHF | SCHWAB STRATEGIC TR | — | 1.3M | $31.8M | 1.31% |
| 7 | MDYG | SPDR SERIES TRUST | — | 330K | $31.7M | 1.30% |
| 8 | SCHV | SCHWAB STRATEGIC TR | — | 1.0M | $31.3M | 1.29% |
| 9 | IEFA | ISHARES TR | — | 310K | $28.0M | 1.15% |
| 10 | FNDC | SCHWAB STRATEGIC TR | — | 600K | $27.8M | 1.14% |
| 11 | FLGB | FRANKLIN TEMPLETON ETF TR | — | 800K | $27.8M | 1.14% |
| 12 | MSFT | Microsoft Corporation | Technology | 73K | $27.1M | 1.12% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 56K | $26.8M | 1.10% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 91K | $26.7M | 1.10% |
| 15 | ESE | ESCO Technologies Inc. | Technology | 94K | $26.4M | 1.09% |
Showing 1 to 15 of 1000 holdings