Fund HoldingsRobertson Stephens Wealth Management, LLC

Total Portfolio Value
$1.60B
Total Bought
$299.28M
Total Sold
$202.50M
Net Transaction
+$96.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
TWILIO INC(TWLO)(Put)0650,000+650,000049,316+49,316
VANGUARD INDEX FDS0275,154+275,1540120,1877.53%+120,187
SPDR S&P 500 ETF TR(SPY)129,956160,908+30,95255,75976,8134.81%+21,054
ISHARES TR36,15097,587+61,4378,52925,5931.60%+17,064
ISHARES TR186,967313,698+126,73117,58231,1341.95%+13,552
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0179,107+179,10709,0130.56%+9,013
VANGUARD TAX-MANAGED FDS729,714829,927+100,21331,90339,7532.49%+7,850
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0145,425+145,425027,9911.75%+27,991
ISHARES TR0118,171+118,171035,8262.24%+35,826
BERKSHIRE HATHAWAY INC DEL15,34132,979+17,6385,37411,7620.74%+6,388
MICROSOFT CORP(MSFT)0104,095+104,095039,1442.45%+39,144
APPLE INC(AAPL)0412,447+412,447079,4084.97%+79,408
SCHWAB STRATEGIC TR0130,166+130,16606,0680.38%+6,068
VANGUARD STAR FDS14,331117,449+103,1187676,8070.43%+6,040
ISHARES TR240,183227,693-12,490103,618108,7536.81%+5,135
VANGUARD INDEX FDS092,718+92,718028,8241.81%+28,824
COSTCO WHSL CORP NEW(COST)06,108+6,10804,1240.26%+4,124
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
066,307+66,30703,5700.22%+3,570
ISHARES TR
CORE MSCI EAFE
0130,640+130,64009,1910.58%+9,191
AMAZON COM INC(AMZN)0127,924+127,924019,4371.22%+19,437
SCHWAB STRATEGIC TR060,093+60,09302,8390.18%+2,839
SPDR DOW JONES INDL AVERAGE(DIA)037,249+37,249014,0690.88%+14,069
BGC GROUP INC1,386,7341,396,738+10,0047,32210,0840.63%+2,762
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
869,338868,392-94622,77725,3831.59%+2,606
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
69,67878,210+8,5329,87312,3410.77%+2,469
ISHARES TR15,37241,213+25,8411,2693,6700.23%+2,402
HENNESSY FDS TR
SUSTAINABLE ETF
0805,898+805,898022,6591.42%+22,659
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
077,689+77,68904,9790.31%+4,979
ISHARES TR
ESG AWR US AGRGT
59,58295,627+36,0452,6994,5650.29%+1,866
ACUITY BRANDS INC(AYI)056,200+56,200011,5110.72%+11,511
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
033,534+33,53401,6550.10%+1,655
ISHARES TR083,445+83,44501,9910.12%+1,991
DIMENSIONAL ETF TRUST
US TARGETED VLU
192,664198,250+5,5868,80310,3740.65%+1,572
ISHARES TR019,342+19,34204,3210.27%+4,321
ARK ETF TR
INNOVATION ETF
027,347+27,34701,4320.09%+1,432
VANGUARD INDEX FDS55,43355,563+13011,77513,1810.83%+1,406
JPMORGAN CHASE & CO(JPM)039,088+39,08806,6490.42%+6,649
GLOBALSTAR INC(GSAT)1,946,0002,016,000+70,0002,5493,9110.24%+1,362
ISHARES TR
CORE MSCI TOTAL
078,796+78,79605,1160.32%+5,116
NEWMARK GROUP INC(NMRK)0286,534+286,53403,1400.20%+3,140
INVESCO QQQ TR017,278+17,27807,0790.44%+7,079
ALPHABET INC(GOOG)107,094109,036+1,94214,12015,3660.96%+1,246
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
028,875+28,87501,4300.09%+1,430
CEMEX SAB DE CV(CX)01,452,995+1,452,99501,1340.07%+1,134
ISHARES TR067,588+67,58806,7770.42%+6,777
ISHARES TR42,42359,105+16,6822,0763,0790.19%+1,004
DIMENSIONAL ETF TRUST
WORLD EX US CORE
471,933475,225+3,29210,62811,6050.73%+977
LITHIUM AMERICAS ARGENTINA C0150,231+150,23109490.06%+949
ISHARES TR08,426+8,42609280.06%+928
ISHARES TR67,93070,296+2,3666,1387,0650.44%+927
ISHARES TR
MSCI USA QLT FCT
042,287+42,28706,2260.39%+6,226
ISHARES TR15,14422,783+7,6391,3432,2530.14%+910
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
082,922+82,92204,2980.27%+4,298
BANK AMERICA CORP0230,886+230,88607,7740.49%+7,774
ADOBE INC(ADBE)05,019+5,01902,9940.19%+2,994
ISHARES TR
CUR HD EURZN ETF
0340,067+340,067011,3240.71%+11,324
NETFLIX INC(NFLX)07,800+7,80003,7980.24%+3,798
BROADCOM INC(AVGO)01,802+1,80202,0110.13%+2,011
CITIGROUP INC(C)029,319+29,31901,5080.09%+1,508
QUALCOMM INC(QCOM)023,531+23,53103,4030.21%+3,403
ISHARES TR00003,6900.23%+3,690
FIDELITY COVINGTON TRUST026,877+26,87707160.04%+716
ELI LILLY & CO(LLY)3,1744,145+9711,7052,4160.15%+711
VANGUARD WORLD FD011,696+11,69603,0350.19%+3,035
SIMON PPTY GROUP INC NEW(SPG)19,57019,572+22,1142,7920.17%+678
HOME DEPOT INC(HD)024,093+24,09308,3500.52%+8,350
FEDEX CORP(FDX)02,640+2,64006690.04%+669
BLACKROCK INC(BLK)04,087+4,08703,3180.21%+3,318
ADVANCED MICRO DEVICES INC(AMD)08,074+8,07401,1900.07%+1,190
SELECT SECTOR SPDR TR
ST STR UTIL ETF
025,774+25,77401,6320.10%+1,632
LAM RESEARCH CORP(LRCX)02,334+2,33401,8330.11%+1,833
CHIPOTLE MEXICAN GRILL INC(CMG)01,572+1,57203,5940.23%+3,594
DASEKE INC0193,260+193,26001,5650.10%+1,565
BOEING CO(BA)013,318+13,31803,4710.22%+3,471
SELECT SECTOR SPDR TR
ST STR SVC ETF
085,486+85,48606,2110.39%+6,211
INTEL CORP(INTC)040,348+40,34802,0270.13%+2,027
ISHARES INC
CORE MSCI EMKT
0478,364+478,364024,1961.52%+24,196
SELECT SECTOR SPDR TR
ST STR FINL ETF
0135,325+135,32505,0880.32%+5,088
VANGUARD SPECIALIZED FUNDS039,104+39,10406,6630.42%+6,663
RTX CORPORATION(RTX)036,496+36,49603,0710.19%+3,071
BOOKING HOLDINGS INC(BKNG)0285+28501,0110.06%+1,011
ISHARES TR
GNMA BOND ETF
15,84627,645+11,7996621,2230.08%+561
EATON CORP PLC(ETN)4,3406,155+1,8159261,4820.09%+557
ISHARES TR3,7888,460+4,6723869360.06%+550
BLUEGREEN VACATIONS HLDG COR14,27214,27205231,0720.07%+549
ISHARES INC
MSCI EMRG CHN
09,748+9,74805400.03%+540
ISHARES TR
ESG MSCI LEADR
32,51835,537+3,0192,4622,9990.19%+536
MERCK & CO INC(MRK)037,083+37,08304,0710.26%+4,071
ISHARES TR010,261+10,26105260.03%+526
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
71,22678,744+7,5182,4232,9310.18%+508
META PLATFORMS INC(META)04,739+4,73901,6770.11%+1,677
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
15,98121,162+5,1811,2141,7200.11%+506
WISDOMTREE TR(WT)021,915+21,91501,1010.07%+1,101
ISHARES TR012,449+12,44901,5280.10%+1,528
TE CONNECTIVITY LTD(TEL)03,451+3,45104850.03%+485
ISHARES TR192,373178,355-14,01813,38813,8640.87%+476
SELECT SECTOR SPDR TR
ST STR INDL ETF
101,80894,649-7,15910,32110,7890.68%+468
WELLS FARGO CO NEW(WFC)049,060+49,06002,4150.15%+2,415
CELANESE CORP DEL(CE)02,991+2,99104650.03%+465
SCHWAB STRATEGIC TR075,388+75,38804,1970.26%+4,197
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