Fund HoldingsBordeaux Wealth Advisors LLC

Total Portfolio Value
$302.36M
Total Bought
$54.97M
Total Sold
$59.69M
Net Transaction
-$4.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)26,42657,801+31,37513,08752,22617.27%+39,140
MICROSOFT CORP(MSFT)24,69532,511+7,8169,28613,6784.52%+4,392
SPDR S&P 500 ETF TR(SPY)00001,8830.62%+1,883
VANGUARD INDEX FDS91,12989,497-1,63221,61823,2607.69%+1,643
EXXON MOBIL CORP010,073+10,07301,1710.39%+1,171
ISHARES TR49,11748,639-47812,88114,0094.63%+1,128
SPDR S&P MIDCAP 400 ETF TR(MDY)19,18419,18409,73410,6743.53%+940
ISHARES TR27,238139,517+112,2797,5498,4742.80%+925
TOAST INC(TOST)028,023+28,02306980.23%+698
SCHWAB STRATEGIC TR6,71014,565+7,8555111,1740.39%+664
DOORDASH INC(DASH)13,43613,849+4131,3291,9070.63%+579
VANGUARD TAX-MANAGED FDS39,25548,937+9,6821,8802,4550.81%+575
SPDR DOW JONES INDL AVERAGE(DIA)01,375+1,37505470.18%+547
AIRBNB INC12,94912,930-191,7632,1330.71%+370
INVESCO QQQ TR6,8437,134+2912,8033,1681.05%+365
VANGUARD BD INDEX FDS04,616+4,61603540.12%+354
ISHARES TR1,6082,489+8814878390.28%+351
ISHARES TR31,67431,67403,3333,6521.21%+319
ALPHABET INC(GOOG)105,950100,023-5,92714,80015,0964.99%+296
VANGUARD INDEX FDS5,6795,737+582,4812,7580.91%+277
VANGUARD INDEX FDS21,75025,219+3,4691,9222,1810.72%+259
SPDR S&P 500 ETF TR(SPY)1,9542,259+3059291,1820.39%+253
HUBBELL INC(HUBB)0600+60002490.08%+249
VANGUARD STAR FDS138,761137,467-1,2948,0438,2892.74%+247
VANGUARD BD INDEX FDS03,250+3,25002450.08%+245
ADVANCED MICRO DEVICES INC(AMD)01,357+1,35702450.08%+245
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,795+1,79502440.08%+244
INTUITIVE SURGICAL INC0583+58302330.08%+233
ISHARES TR0737+73702210.07%+221
ISHARES INC
CORE MSCI EMKT
04,216+4,21602180.07%+218
DOVER CORP(DOV)01,216+1,21602150.07%+215
VANGUARD INDEX FDS5,4385,524+861,6911,9010.63%+211
DISNEY WALT CO(DIS)01,714+1,71402100.07%+210
CVS HEALTH CORP(CVS)02,610+2,61002080.07%+208
ISHARES TR
MSCI USA MMENTM
01,103+1,10302070.07%+207
PIMCO ETF TR
MUNI INCOME OPP
04,465+4,46502040.07%+204
JPMORGAN CHASE & CO(JPM)7,6497,368-2811,3011,4760.49%+175
VANGUARD INTL EQUITY INDEX F052,982+52,98202,2130.73%+2,213
ISHARES TR12,60012,60001,5471,7020.56%+155
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
111,363108,969-2,3946,6396,7932.25%+154
CADENCE DESIGN SYSTEM INC(CDNS)4,1874,152-351,1401,2920.43%+152
ORACLE CORP(ORCL)5,7806,048+2686097600.25%+150
LAM RESEARCH CORP(LRCX)286385+992243740.12%+150
ISHARES TR4,2555,432+1,1774616000.20%+140
ISHARES TR3,8665,118+1,2523014300.14%+130
ISHARES TR12,00012,00001,0931,2100.40%+117
VANGUARD INDEX FDS1,1791,507+3282743770.12%+102
ELI LILLY & CO(LLY)695650-454055060.17%+101
MICRON TECHNOLOGY INC(MU)3,1453,075-702683630.12%+94
VANGUARD INDEX FDS3,2293,391+1626897750.26%+86
NEUBERGER BERMAN ENERGY INFR011,500+11,5000850.03%+85
EMERSON ELEC CO(EMR)4,9354,906-294805560.18%+76
BROADCOM INC(AVGO)207231+242313060.10%+75
MERCK & CO INC(MRK)4,5734,337-2364995720.19%+74
FORTINET INC(FTNT)5,5205,601+813233830.13%+60
LYFT INC(LYFT)013,161+13,16102550.08%+255
REGENERON PHARMACEUTICALS(REGN)762752-106697240.24%+55
SALESFORCE INC(CRM)4,5144,118-3961,1881,2400.41%+52
ISHARES TR3,7053,70506126640.22%+51
VANGUARD SPECIALIZED FUNDS1,7221,874+1522933420.11%+49
ISHARES TR8,6458,64506516900.23%+39
CONSTELLATION BRANDS INC(STZ)1,0591,082+232562940.10%+38
SCHWAB STRATEGIC TR4,0394,249+2102282640.09%+36
AUTOMATIC DATA PROCESSING IN3,6353,508-1278478760.29%+29
SCHWAB STRATEGIC TR5,2895,28902943230.11%+28
EXCHANGE TRADED CONCEPTS TRU17,82417,82402072350.08%+28
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
9,7509,75002853120.10%+27
VANGUARD WORLD FD
INF TECH ETF
65265203163420.11%+26
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
16,13716,163+264624880.16%+26
SCHWAB CHARLES CORP(SCHW)8,1278,063-645595830.19%+24
ISHARES TR2,9682,734-2341,4181,4370.48%+20
WABTEC(WAB)3,3853,083-3024304490.15%+20
SCHWAB STRATEGIC TR4,5934,751+1582172340.08%+17
DIMENSIONAL ETF TRUST
US TARGETED VLU
7,4647,46403914060.13%+16
NUCOR CORP(NUE)2,5902,353-2374514660.15%+15
BROOKFIELD CORP(BN)7,3387,353+152943080.10%+13
ISHARES TR1,7501,75002722780.09%+6
ISHARES TR8,8088,689-1193543570.12%+3
PRECIGEN INC(PGEN)16,52816,528022240.01%+2
ABBOTT LABS2,1532,032-1212372310.08%-6
ISHARES TR
ESG AW MSCI EAFE
3,0652,795-2702322230.07%-8
MERCADOLIBRE INC(MELI)21021003303180.11%-13
DEERE & CO(DE)732672-602932760.09%-17
AMERICAN CENTY ETF TR4,5004,000-5002812630.09%-18
TEXAS INSTRS INC(TXN)1,7431,595-1482972780.09%-19
ABBVIE INC(ABBV)01,311+1,31102390.08%+239
DANAHER CORPORATION(DHR)4,2413,802-4399819490.31%-32
THERMO FISHER SCIENTIFIC INC(TMO)2,3802,118-2621,2631,2310.41%-32
PALO ALTO NETWORKS INC(PANW)965867-982852460.08%-38
MCDONALDS CORP(MCD)2,8242,822-28377960.26%-42
QUALCOMM INC(QCOM)1,9081,329-5792762250.07%-51
VANGUARD INDEX FDS2,1931,634-5593282660.09%-62
INTEL CORP(INTC)14,92715,364+4377506790.22%-71
HOME DEPOT INC(HD)01,074+1,07404120.14%+412
CHEVRON CORP NEW(CVX)03,015+3,01504760.16%+476
BOEING CO(BA)1,9542,070+1165094000.13%-110
PROCTER AND GAMBLE CO(PG)5,4254,164-1,2617956760.22%-119
VISA INC(V)4,0113,300-7111,0449210.30%-123
ISHARES TR
MSCI INTL QUALTY
16,39912,277-4,1226164870.16%-129
COSTCO WHSL CORP NEW(COST)2,1621,751-4111,4271,2830.42%-144
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