Rothschild Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Rothschild Wealth LLC | Institutional Filer | ▲ 33.17% | $1.11B | 596 |
Current Portfolio Holdings
Showing all 596 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | — | 422K | $33.4M | 3.02% |
| 2 | IVE | ISHARES TR | — | 125K | $26.5M | 2.39% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 41K | $26.2M | 2.36% |
| 4 | IVV | ISHARES TR | — | 34K | $21.9M | 1.98% |
| 5 | IEMG | ISHARES INC | — | 296K | $20.7M | 1.87% |
| 6 | DYNF | BLACKROCK ETF TRUST | — | 336K | $19.5M | 1.76% |
| 7 | IVW | ISHARES TR | — | 159K | $18.0M | 1.63% |
| 8 | SCHB | SCHWAB STRATEGIC TR | — | 698K | $17.5M | 1.58% |
| 9 | VTI | VANGUARD INDEX FDS | — | 49K | $15.7M | 1.42% |
| 10 | AGG | ISHARES TR | — | 157K | $15.6M | 1.41% |
| 11 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 719K | $14.7M | 1.33% |
| 12 | EFV | ISHARES TR | — | 190K | $14.1M | 1.27% |
| 13 | OEF | ISHARES TR | — | 43K | $13.7M | 1.24% |
| 14 | SFLR | INNOVATOR ETFS TRUST | — | 373K | $13.2M | 1.19% |
| 15 | AAPL | Apple Inc. | Technology | 51K | $13.0M | 1.18% |
Showing 1 to 15 of 596 holdings