Fund HoldingsRobertson Stephens Wealth Management, LLC

Total Portfolio Value
$2.67B
Total Bought
$519.08M
Total Sold
$385.14M
Net Transaction
+$133.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)0205,100+205,1000114,731+114,731
SPDR S&P 500 ETF TR(SPY)(Call)0206,500+206,5000115,514+115,514
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0486,226+486,226028,8821.08%+28,882
VANGUARD TAX-MANAGED FDS1,583,5721,807,128+223,55675,72691,8563.44%+16,130
VANGUARD INTL EQUITY INDEX F0225,319+225,319015,8200.59%+15,820
VANGUARD SPECIALIZED FUNDS587,326664,918+77,592115,016128,9884.83%+13,971
SPDR GOLD TR(GLD)053,097+53,097015,2990.57%+15,299
ISHARES TR38,916143,945+105,0293,90414,4910.54%+10,587
INVESCO EXCH TRADED FD TR II0144,202+144,202010,7750.40%+10,775
ISHARES INC
CORE MSCI EMKT
1,174,0021,321,205+147,20361,30671,3072.67%+10,001
SELECT SECTOR SPDR TR
ST STR CARE ETF
093,271+93,271013,6190.51%+13,619
ISHARES TR
CORE MSCI EAFE
0285,903+285,903021,6360.81%+21,636
COSTCO WHSL CORP NEW(COST)13,38621,132+7,74612,26519,9870.75%+7,722
ISHARES TR
US TREAS BD ETF
0297,125+297,12506,8290.26%+6,829
BERKSHIRE HATHAWAY INC DEL55,46457,553+2,08925,14130,6521.15%+5,511
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
084,232+84,23205,2080.19%+5,208
SELECT SECTOR SPDR TR
ST STR STAPL ETF
090,025+90,02507,3520.28%+7,352
VANECK ETF TRUST
VANECK VIETNAM
0374,226+374,22604,6700.17%+4,670
UNITED STATES STL CORP NEW0103,382+103,38204,3690.16%+4,369
SPROTT PHYSICAL GOLD & SILVE(CEF)86,323218,456+132,1332,0516,2060.23%+4,155
ALCOA CORP(AA)0132,479+132,47904,0410.15%+4,041
ISHARES TR030,560+30,56003,6100.14%+3,610
GLOBALSTAR INC(GSAT)0160,695+160,69503,3520.13%+3,352
COSTCO WHSL CORP NEW(COST)(Put)02,900+2,90002,743+2,743
PROSHARES TR069,509+69,50902,6980.10%+2,698
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
833,460848,701+15,24166,90269,3902.60%+2,488
PROSHARES TR
SHRT RUSSELL2000
0107,226+107,22602,2400.08%+2,240
ISHARES TR0317,977+317,977018,7420.70%+18,742
APPLE INC(AAPL)(Put)09,700+9,70002,155+2,155
ISHARES INC
MSCI SINGPOR ETF
138,015216,897+78,8823,0165,1530.19%+2,138
ISHARES TR82,747103,411+20,6648,81710,9040.41%+2,087
ISHARES TR
ESG AW MSCI EAFE
067,697+67,69705,5300.21%+5,530
ISHARES INC058,381+58,38101,5090.06%+1,509
WALMART INC(WMT)(Put)016,900+16,90001,484+1,484
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
025,875+25,87501,2630.05%+1,263
ISHARES TR060,176+60,17605,5490.21%+5,549
ISHARES TR076,650+76,65006,2650.23%+6,265
ISHARES TR374,094377,680+3,58636,25037,3601.40%+1,110
ISHARES GOLD TR(IAU)27,13041,395+14,2651,3432,4410.09%+1,097
COINBASE GLOBAL INC(COIN)09,111+9,11101,5690.06%+1,569
INNOVEX INTERNATIONAL INC(INVX)059,193+59,19301,0630.04%+1,063
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
107,848124,159+16,3116,2757,2870.27%+1,012
ISHARES TR019,198+19,19801,7480.07%+1,748
ISHARES TR016,814+16,81401,3910.05%+1,391
SELECT SECTOR SPDR TR
ST STR UTIL ETF
097,237+97,23707,6670.29%+7,667
ISHARES TR48,70660,649+11,9433,8314,7850.18%+954
GLOBAL X FDS
MSCI GREECE ETF
020,255+20,25509510.04%+951
ACCENTURE PLC IRELAND
SHS CLASS A
05,440+5,44001,6980.06%+1,698
ISHARES TR016,264+16,26401,6870.06%+1,687
WALMART INC(WMT)66,68178,816+12,1356,0386,9380.26%+899
INVESCO EXCH TRADED FD TR II022,600+22,60008740.03%+874
ISHARES TR046,009+46,00908,7690.33%+8,769
ISHARES TR0268,440+268,44005,8440.22%+5,844
ISHARES TR
MSCI USA MIN ETF
029,536+29,53602,7660.10%+2,766
VANGUARD INDEX FDS0133,006+133,006022,9760.86%+22,976
BLACKROCK ETF TRUST
ISHA US THEM ETF
024,720+24,72007830.03%+783
ISHARES TR
ESG AWR US AGRGT
112,620125,788+13,1685,2305,9720.22%+742
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
112,075120,156+8,0818,7439,4850.36%+742
ISHARES TR018,914+18,91407390.03%+739
JPMORGAN CHASE & CO.(JPM)39,17341,279+2,1069,39010,1260.38%+736
VANECK MERK GOLD ETF(OUNZ)024,125+24,12507270.03%+727
ELI LILLY & CO(LLY)05,975+5,97504,9350.18%+4,935
VISA INC(V)027,293+27,29309,5650.36%+9,565
ISHARES TR337,174359,346+22,1727,6888,3120.31%+624
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
07,394+7,39406100.02%+610
BLACKROCK ETF TRUST II012,157+12,15706020.02%+602
SPDR SER TR
ST BLOO HIGH ETF
08,176+8,17607790.03%+779
INTUITIVE SURGICAL INC02,073+2,07301,0270.04%+1,027
MARRIOTT INTL INC NEW(MAR)04,367+4,36701,0400.04%+1,040
ISHARES TR0132,427+132,427012,6300.47%+12,630
OGE ENERGY CORP(OGE)010,301+10,30104730.02%+473
SCHWAB STRATEGIC TR0139,000+139,00003,5280.13%+3,528
DIMENSIONAL ETF TRUST
WORLD EX US CORE
0391,288+391,288010,2520.38%+10,252
ONEOK INC NEW(OKE)04,083+4,08304050.02%+405
SPDR SER TR
ST LON TREAS ETF
0164,375+164,37504,4810.17%+4,481
BLACKSTONE SECD LENDING FD(BXSL)012,100+12,10004010.02%+401
BLUE OWL CAPITAL CORPORATION(OBDC)025,830+25,83003880.01%+388
ISHARES TR0266,299+266,299013,6030.51%+13,603
INDIE SEMICONDUCTOR INC0186,164+186,16403790.01%+379
ABBVIE INC(ABBV)029,841+29,84106,2520.23%+6,252
ARM HOLDINGS PLC03,450+3,45003680.01%+368
MARSH & MCLENNAN COS INC(MRSH)01,454+1,45403550.01%+355
SCHWAB STRATEGIC TR0152,107+152,10704,2530.16%+4,253
ISHARES TR060,914+60,91402,6620.10%+2,662
SPDR SER TR
ST STR P500GRW
04,330+4,33003480.01%+348
RTX CORPORATION(RTX)026,248+26,24803,4770.13%+3,477
KRATOS DEFENSE & SEC SOLUTIO(KTOS)30,37138,690+8,3198011,1490.04%+348
AMERICAN EXPRESS CO(AXP)08,402+8,40202,2610.08%+2,261
LEGG MASON ETF INVT
FRANKLIN INTL LW
010,305+10,30503340.01%+334
ISHARES TR09,188+9,18803290.01%+329
ISHARES INC
ESG AWR MSCI EM
069,563+69,56302,4310.09%+2,431
WASTE MGMT INC DEL(WM)09,677+9,67702,2400.08%+2,240
ISHARES TR
CUR HD EURZN ETF
0178,149+178,14906,9420.26%+6,942
INTERNATIONAL BUSINESS MACHS(IBM)013,662+13,66203,3970.13%+3,397
ISHARES INC08,342+8,34203090.01%+309
GENIUS SPORTS LIMITED
SHARES CL A
200,851201,414+5631,7372,0160.08%+279
EQT CORP(EQT)05,216+5,21602790.01%+279
NEWMONT CORP(NEM)023,351+23,35101,1270.04%+1,127
CONSTELLATION ENERGY CORP(CEG)02,542+2,54205130.02%+513
SCHWAB CHARLES CORP(SCHW)011,007+11,00708620.03%+862
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