RITHOLTZ WEALTH MANAGEMENT 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW RITHOLTZ WEALTH MANAGEMENT | Institutional Filer | ▲ 5.22% | $5.76B | 1190 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1190)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 1.6M | $505.1M | 8.76% |
| 2 | IVV | ISHARES TR | — | 526K | $343.8M | 5.96% |
| 3 | STIP | ISHARES TR | — | 2.4M | $249.2M | 4.32% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | — | 4.0M | $182.7M | 3.17% |
| 5 | QQQ | Invesco QQQ Trust | — | 304K | $175.7M | 3.05% |
| 6 | AAPL | Apple Inc. | Technology | 651K | $165.2M | 2.87% |
| 7 | BND | VANGUARD BD INDEX FDS | — | 2.1M | $156.3M | 2.71% |
| 8 | VFMO | VANGUARD WELLINGTON FD | — | 707K | $139.4M | 2.42% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | — | 3.9M | $135.2M | 2.34% |
| 10 | AGG | ISHARES TR | — | 1.2M | $123.4M | 2.14% |
| 11 | IEFA | ISHARES TR | — | 1.3M | $121.5M | 2.11% |
| 12 | NVDA | NVIDIA Corporation | Technology | 681K | $118.9M | 2.06% |
| 13 | DISV | DIMENSIONAL ETF TRUST | — | 2.3M | $90.0M | 1.56% |
| 14 | IMTM | ISHARES TR | — | 1.7M | $82.7M | 1.44% |
| 15 | BIL | SPDR SERIES TRUST | — | 830K | $76.1M | 1.32% |
Showing 1 to 15 of 1000 holdings