Thrive Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW Thrive Wealth Management, LLC | Institutional Filer | ▼ 1.45% | $670.9M | 231 |
Current Portfolio Holdings
Showing all 231 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | — | 862K | $169.1M | 25.20% |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 5.3M | $154.9M | 23.09% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 32K | $21.1M | 3.14% |
| 4 | AAPL | Apple Inc. | Technology | 57K | $14.5M | 2.16% |
| 5 | VUG | VANGUARD INDEX FDS | — | 32K | $14.1M | 2.10% |
| 6 | INTF | ISHARES TR | — | 342K | $13.3M | 1.99% |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 18K | $11.0M | 1.63% |
| 8 | VOO | VANGUARD INDEX FDS | — | 16K | $9.9M | 1.47% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | — | 31K | $9.2M | 1.37% |
| 10 | SCHF | SCHWAB STRATEGIC TR | — | 367K | $9.1M | 1.35% |
| 11 | VB | VANGUARD INDEX FDS | — | 34K | $8.9M | 1.33% |
| 12 | SCHV | SCHWAB STRATEGIC TR | — | 289K | $8.8M | 1.31% |
| 13 | GOOG | Alphabet Inc. | Technology | 27K | $7.8M | 1.17% |
| 14 | NVDA | NVIDIA Corporation | Technology | 43K | $7.5M | 1.12% |
| 15 | MSFT | Microsoft Corporation | Technology | 20K | $7.3M | 1.09% |
Showing 1 to 15 of 231 holdings