Fund HoldingsFrank, Rimerman Advisors LLC

Total Portfolio Value
$519.53M
Total Bought
$37.64M
Total Sold
$19.07M
Net Transaction
+$18.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)15,78417,429+1,6457,81715,7483.03%+7,932
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
434,980442,426+7,44673,31180,82715.56%+7,515
NETFLIX INC(NFLX)53,15853,158025,88232,2846.21%+6,403
SPDR S&P 500 ETF TR(SPY)78,94080,385+1,44537,52142,0478.09%+4,526
INVESCO QQQ TR160,252156,422-3,83065,62769,45313.37%+3,827
ISHARES TR269,955269,955046,94250,4309.71%+3,488
VANGUARD INDEX FDS86,15688,103+1,94720,43822,8984.41%+2,460
ALPHABET INC(GOOG)100,773109,096+8,32314,07716,4663.17%+2,389
META PLATFORMS INC(META)3,2806,117+2,8371,1612,9700.57%+1,809
MICROSOFT CORP(MSFT)17,57219,694+2,1226,6088,2861.59%+1,678
SUPER MICRO COMPUTER INC(SMCI)1,0001,693+6932841,7100.33%+1,426
VANECK ETF TRUST
FALLEN ANGEL HG
0137,478+137,47803,9900.77%+3,990
VANGUARD INDEX FDS16,77427,743+10,9691,4822,3990.46%+917
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
57,00658,453+1,4478,9969,9001.91%+905
ALPHABET INC(GOOG)147,663141,313-6,35020,81021,5164.14%+706
CROWDSTRIKE HLDGS INC(CRWD)6,2407,027+7871,5932,2530.43%+660
ASML HOLDING N V
N Y REGISTRY SHS
7581,205+4475741,1690.23%+596
SPDR DOW JONES INDL AVERAGE(DIA)13,95314,590+6375,2595,8031.12%+545
PACCAR INC(PCAR)19,66119,393-2681,9202,4030.46%+483
VANGUARD WORLD FD
FINANCIALS ETF
37,21537,214-13,4333,8100.73%+377
ISHARES TR44,55744,400-1574,5354,8900.94%+355
ISHARES TR5,6105,688+782,6792,9900.58%+311
ISHARES TR24,46824,46802,7983,0760.59%+278
ISHARES TR8,1118,11102,4592,7340.53%+275
NU HLDGS LTD(NU)75,17575,17506268970.17%+271
AMAZON COM INC(AMZN)9,3719,37101,4241,6900.33%+267
INTUITIVE SURGICAL INC3,8913,89101,3131,5530.30%+240
WORKDAY INC(WDAY)2,0892,950+8615778050.15%+228
ISHARES TR49,45349,151-3025,7385,9571.15%+219
JPMORGAN CHASE & CO(JPM)6,5856,58501,1201,3190.25%+199
VANGUARD INDEX FDS13,82913,716-1132,9503,1350.60%+185
ISHARES TR28,94028,770-1702,2502,4190.47%+170
BROADCOM INC(AVGO)81081009041,0740.21%+169
VANGUARD INDEX FDS8,9968,99602,0932,2480.43%+155
VANGUARD INDEX FDS3,2373,246+91,4141,5610.30%+147
ISHARES TR01,463+1,46304390.08%+439
ISHARES TR4,5354,53501,1891,3060.25%+117
UNITED AIRLS HLDGS INC(UAL)02,369+2,36901130.02%+113
ISHARES TR31,29533,639+2,3441,8381,9410.37%+103
SPDR S&P MIDCAP 400 ETF TR(MDY)2,0992,09901,0651,1680.22%+103
ISHARES TR19,96119,96101,5041,5940.31%+90
VANGUARD STAR FDS38,36638,36602,2242,3130.45%+90
VANGUARD INDEX FDS2,6682,66808299180.18%+89
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,7542,75402863750.07%+88
VANGUARD SPECIALIZED FUNDS6,6906,694+41,1401,2220.24%+83
MODERNA INC(MRNA)0701+7010750.01%+75
WEYERHAEUSER CO MTN BE(WY)01,912+1,9120690.01%+69
SALESFORCE INC(CRM)1,4441,44403804350.08%+55
ADVANCED MICRO DEVICES INC(AMD)1,6051,60502372900.06%+53
OKTA INC(OKTA)03,647+3,64703820.07%+382
DBX ETF TR011,002+11,00204500.09%+450
ISHARES TR6,3796,299-801,0151,0580.20%+43
PALANTIR TECHNOLOGIES INC(PLTR)8,0467,834-2121381800.03%+42
AIRBNB INC0249+2490410.01%+41
DANAHER CORPORATION(DHR)02,229+2,22905570.11%+557
NETAPP INC(NTAP)2,3002,30002032410.05%+39
COUPANG INC(CPNG)023,543+23,54304190.08%+419
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,1907,19003734100.08%+37
PALO ALTO NETWORKS INC(PANW)0212+2120600.01%+60
SELECT SECTOR SPDR TR
ST STR DISCR ETF
6,0706,069-11,0851,1160.21%+31
MEDTRONIC PLC(MDT)0348+3480300.01%+30
ISHARES TR01,226+1,22603030.06%+303
COINBASE GLOBAL INC(COIN)319319055850.02%+29
SCHWAB STRATEGIC TR4,3784,37803303570.07%+27
ISHARES TR
MSCI USA QLT FCT
01,551+1,55102550.05%+255
SCHWAB STRATEGIC TR2,6722,67202222480.05%+26
ISHARES TR2,5912,59105205450.10%+25
VALERO ENERGY CORP(VLO)6036030781030.02%+25
ISHARES TR01,728+1,72803100.06%+310
ISHARES TR
ESG AW MSCI EAFE
5,3565,35604054280.08%+23
ISHARES TR04,300+4,30002610.05%+261
VANGUARD WORLD FD
INF TECH ETF
488494+62362590.05%+23
AFLAC INC(AFL)5,8225,82204805000.10%+20
BERKSHIRE HATHAWAY INC DEL29029001031220.02%+19
ISHARES INC
MSCI TAIWAN ETF
06,669+6,66903250.06%+325
FIDELITY COVINGTON TRUST1,4201,42002042210.04%+17
DIMENSIONAL ETF TRUST
INTERNATIONAL
08,316+8,31602800.05%+280
DISNEY WALT CO(DIS)414414037510.01%+13
ELI LILLY & CO(LLY)6464037500.01%+12
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
04,583+4,58302860.05%+286
ISHARES INC
CORE MSCI EMKT
11,94411,94406046160.12%+12
QUALCOMM INC(QCOM)483483070820.02%+12
GILEAD SCIENCES INC(GILD)441649+20836480.01%+12
ISHARES TR04,829+4,82902580.05%+258
INTERNATIONAL BUSINESS MACHS(IBM)413413068790.02%+11
ISHARES TR02,412+2,41202850.05%+285
MERCK & CO INC(MRK)424424046560.01%+10
ISHARES TR28,26328,26302,1872,1970.42%+10
EQUITY RESIDENTIAL(EQR)04,018+4,01802540.05%+254
MARATHON PETE CORP(MPC)0142+1420290.01%+29
ISHARES TR3,2643,26403533610.07%+7
INTERNATIONAL FLAVORS&FRAGRA(IFF)085+85070.00%+7
NOVO-NORDISK A S(NVO)0288+2880370.01%+37
WALMART INC(WMT)307921+61448550.01%+7
HARTFORD FINL SVCS GROUP INC(HIG)064+64070.00%+7
ISHARES TR04,184+4,18402650.05%+265
ORACLE CORP(ORCL)0280+2800350.01%+35
BANK AMERICA CORP1,2951,295044490.01%+6
CITIGROUP INC(C)0455+4550290.01%+29
MASTERCARD INCORPORATED(MA)8787037420.01%+5
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