Fund HoldingsBordeaux Wealth Advisors LLC

Total Portfolio Value
$294.25M
Total Bought
$49.81M
Total Sold
$12.67M
Net Transaction
+$37.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALPHABET INC(GOOG)294,466364,378+69,91238,82551,35217.45%+12,527
NVIDIA CORPORATION(NVDA)11,48426,426+14,9424,99513,0874.45%+8,091
APPLE INC(AAPL)0233,365+233,365044,93015.27%+44,930
META PLATFORMS INC(META)32,67240,867+8,1959,80814,4654.92%+4,657
VANGUARD INDEX FDS091,129+91,129021,6187.35%+21,618
MICROSOFT CORP(MSFT)22,38824,695+2,3077,0699,2863.16%+2,217
SPDR S&P 500 ETF TR(SPY)(Call)00001,711+1,711
ISHARES TR049,117+49,117012,8814.38%+12,881
AURORA INNOVATION INC651,252559,152-92,1001,5302,4430.83%+913
SPDR S&P MIDCAP 400 ETF TR(MDY)019,184+19,18409,7343.31%+9,734
VANGUARD STAR FDS136,564138,761+2,1977,3098,0432.73%+734
ALPHABET INC(GOOG)107,788105,950-1,83814,10514,8005.03%+695
COSTCO WHSL CORP NEW(COST)1,3362,162+8267551,4270.49%+673
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
114,081111,363-2,7185,9886,6392.26%+651
ISHARES TR
MSCI INTL QUALTY
016,399+16,39906160.21%+616
ISHARES TR27,81327,238-5756,9357,5492.57%+614
ISHARES TR011,389+11,38905930.20%+593
SPDR S&P 500 ETF TR(SPY)8181,954+1,1363509290.32%+579
INVESCO QQQ TR6,2746,843+5692,2482,8030.95%+555
SALESFORCE INC(CRM)3,3844,514+1,1306861,1880.40%+502
VANGUARD TAX-MANAGED FDS32,68139,255+6,5741,4291,8800.64%+451
DIMENSIONAL ETF TRUST
US TARGETED VLU
07,464+7,46403910.13%+391
VANGUARD INDEX FDS01,667+1,66703640.12%+364
ISHARES TR31,67431,67402,9833,3331.13%+350
JPMORGAN CHASE & CO(JPM)6,5847,649+1,0659551,3010.44%+346
VANGUARD INDEX FDS02,193+2,19303280.11%+328
VISA INC(V)3,1644,011+8477281,0440.35%+317
VANGUARD WORLD FDS
INF TECH ETF
0652+65203160.11%+316
SPDR SER TR
ST STR BLO 1 ETF
03,352+3,35203060.10%+306
ISHARES TR03,866+3,86603010.10%+301
VANGUARD INDEX FDS5,1105,438+3281,3921,6910.57%+299
TEXAS INSTRS INC(TXN)01,743+1,74302970.10%+297
INTEL CORP(INTC)12,80414,927+2,1234557500.25%+295
VANGUARD SPECIALIZED FUNDS01,722+1,72202930.10%+293
PALO ALTO NETWORKS INC(PANW)0965+96502850.10%+285
AMERICAN CENTY ETF TR04,500+4,50002810.10%+281
SNOWFLAKE INC(SNOW)6,1746,131-439431,2200.41%+277
QUALCOMM INC(QCOM)01,908+1,90802760.09%+276
VANGUARD INDEX FDS2,1943,229+1,0354156890.23%+274
SCHWAB STRATEGIC TR3,7866,710+2,9242685110.17%+243
MERCK & CO INC(MRK)2,5924,573+1,9812674990.17%+232
ISHARES TR
ESG AW MSCI EAFE
03,065+3,06502320.08%+232
INVESCO EXCH TRADED FD TR II04,235+4,23502320.08%+232
BROADCOM INC(AVGO)0207+20702310.08%+231
VANGUARD INDEX FDS01,258+1,25802260.08%+226
ISHARES TR12,60012,60001,3221,5470.53%+225
LAM RESEARCH CORP(LRCX)0286+28602240.08%+224
SCHWAB STRATEGIC TR04,593+4,59302170.07%+217
GITLAB INC(GTLB)03,376+3,37602130.07%+213
VANGUARD INTL EQUITY INDEX F01,836+1,83602110.07%+211
CHEGG INC54,53459,924+5,3904866810.23%+194
UNITEDHEALTH GROUP INC(UNH)1,5021,795+2937579450.32%+188
VANGUARD INTL EQUITY INDEX F3,8726,844+2,9722013840.13%+183
CADENCE DESIGN SYSTEM INC(CDNS)4,1734,187+149781,1400.39%+163
DOORDASH INC(DASH)14,70813,436-1,2721,1691,3290.45%+160
BOEING CO(BA)1,9501,954+43745090.17%+136
ISHARES TR3,0142,968-461,2941,4180.48%+123
MCDONALDS CORP(MCD)2,7152,824+1097158370.28%+122
ISHARES TR12,00012,00009771,0930.37%+116
SCHWAB CHARLES CORP(SCHW)8,1928,127-654505590.19%+109
WABTEC(WAB)3,0883,385+2973284300.15%+101
UNITY SOFTWARE INC(U)10,73010,632-983374350.15%+98
CATERPILLAR INC(CAT)2,2932,420+1276267160.24%+90
EXCHANGE TRADED CONCEPTS TR17,82417,82401192070.07%+87
ELI LILLY & CO(LLY)607695+883264050.14%+79
BROOKFIELD CORP(BN)7,3387,33802292940.10%+65
MERCADOLIBRE INC(MELI)21021002663300.11%+64
THERMO FISHER SCIENTIFIC INC(TMO)2,3772,380+31,2031,2630.43%+60
ISHARES TR1,6081,60804284870.17%+60
ISHARES TR4,2554,25504014610.16%+59
MICRON TECHNOLOGY INC(MU)3,0973,145+482112680.09%+58
CISCO SYS INC(CSCO)10,56912,370+1,8015686250.21%+57
ISHARES TR8,6458,64505966510.22%+56
NUCOR CORP(NUE)2,5462,590+443984510.15%+53
ISHARES TR3,7053,70505626120.21%+50
ISHARES TR6,5646,018-5461,1601,2080.41%+48
REGENERON PHARMACEUTICALS(REGN)758762+46246690.23%+45
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
16,04116,137+964194620.16%+43
COCA COLA CO(KO)7,0147,368+3543934340.15%+42
DEERE & CO(DE)668732+642522930.10%+41
ISHARES TR1,7501,75002372720.09%+35
SCHWAB STRATEGIC TR5,2895,28902642940.10%+31
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
9,7509,75002552850.10%+30
VANGUARD INDEX FDS1,1791,17902462740.09%+29
ABBOTT LABS2,1532,15302092370.08%+28
ISHARES TR8,8088,80803343540.12%+20
DANAHER CORPORATION(DHR)3,8784,241+3639629810.33%+19
JOHNSON & JOHNSON(JNJ)7,3037,357+541,1371,1530.39%+16
ORACLE CORP(ORCL)5,6395,780+1415976090.21%+12
EMERSON ELEC CO(EMR)4,8514,935+844684800.16%+12
VANGUARD INDEX FDS25,26221,750-3,5121,9111,9220.65%+11
PROCTER AND GAMBLE CO(PG)5,4035,425+227887950.27%+7
SCHWAB STRATEGIC TR4,4514,039-4122252280.08%+3
VANGUARD INDEX FDS6,3155,679-6362,4802,4810.84%+1
FORTINET INC(FTNT)5,5095,520+113233230.11%-0
PRECIGEN INC(PGEN)16,52816,528023220.01%-1
CONSTELLATION BRANDS INC(STZ)1,0591,05902662560.09%-10
AIRBNB INC12,93512,949+141,7751,7630.60%-12
AUTOMATIC DATA PROCESSING IN3,6413,635-68768470.29%-29
PFIZER INC(PFE)7,4117,423+122462140.07%-32
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