Robertson Stephens Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RS Robertson Stephens Wealth Management, LLC | Institutional Filer | ▼ 6.97% | $3.57B | 615 |
Current Portfolio Holdings
Showing all 615 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 632K | $377.9M | 10.59% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 2.7M | $171.0M | 4.79% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | — | 717K | $154.3M | 4.32% |
| 4 | AAPL | Apple Inc. | Technology | 485K | $123.2M | 3.45% |
| 5 | IEMG | ISHARES INC | — | 1.7M | $117.6M | 3.29% |
| 6 | IVV | ISHARES TR | — | 178K | $115.9M | 3.25% |
| 7 | APP | AppLovin Corporation | Technology | 243K | $96.6M | 2.71% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1.1M | $91.0M | 2.55% |
| 9 | IEFA | ISHARES TR | — | 801K | $72.6M | 2.03% |
| 10 | AGG | ISHARES TR | — | 662K | $65.7M | 1.84% |
| 11 | MSFT | Microsoft Corporation | Technology | 159K | $59.0M | 1.65% |
| 12 | NVDA | NVIDIA Corporation | Technology | 330K | $57.6M | 1.61% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 72K | $46.9M | 1.31% |
| 14 | VTI | VANGUARD INDEX FDS | — | 141K | $45.3M | 1.27% |
| 15 | VGK | VANGUARD INTL EQUITY INDEX F | — | 504K | $41.5M | 1.16% |
Showing 1 to 15 of 615 holdings