Fund HoldingsFrank, Rimerman Advisors LLC

Total Portfolio Value
$479.32M
Total Bought
$34.47M
Total Sold
$11.60M
Net Transaction
+$22.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
427,518434,980+7,46263,02073,31115.29%+10,291
INVESCO QQQ TR0160,252+160,252065,62713.69%+65,627
NETFLIX INC(NFLX)053,158+53,158025,8825.40%+25,882
ISHARES TR0269,955+269,955046,9429.79%+46,942
SPDR S&P 500 ETF TR(SPY)77,01478,940+1,92632,92237,5217.83%+4,599
PROCEPT BIOROBOTICS CORP(PRCT)0456,953+456,953019,1514.00%+19,151
VANGUARD INDEX FDS086,156+86,156020,4384.26%+20,438
APPLE INC(AAPL)073,418+73,418014,1352.95%+14,135
NVIDIA CORPORATION(NVDA)14,41815,784+1,3666,2727,8171.63%+1,545
MICROSOFT CORP(MSFT)16,06317,572+1,5095,0726,6081.38%+1,536
ALPHABET INC(GOOG)147,552147,663+11119,45520,8104.34%+1,355
ISHARES TR19,04029,205+10,1651,9423,2320.67%+1,289
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
55,39457,006+1,6127,8498,9961.88%+1,147
VANGUARD BD INDEX FDS31,48845,326+13,8382,1973,3340.70%+1,136
BROADCOM INC(AVGO)0810+81009040.19%+904
ISHARES TR049,453+49,45305,7381.20%+5,738
ALPHABET INC(GOOG)100,936100,773-16313,20814,0772.94%+868
ZUORA INC085,101+85,10108000.17%+800
SPDR DOW JONES INDL AVERAGE(DIA)13,61113,953+3424,5595,2591.10%+699
VANGUARD TAX-MANAGED FDS0164,758+164,75807,8921.65%+7,892
ASML HOLDING N V
N Y REGISTRY SHS
0758+75805740.12%+574
CROWDSTRIKE HLDGS INC(CRWD)6,2406,24001,0441,5930.33%+549
VANGUARD WORLD FDS
FINANCIALS ETF
36,35837,215+8572,9203,4330.72%+513
ISHARES TR44,55744,55704,1164,5350.95%+419
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,2296,070+1,8416811,0850.23%+405
VANGUARD BD INDEX FDS3,7598,783+5,0242726710.14%+399
SUNRUN INC(RUN)48,58848,58806109540.20%+344
ISHARES TR5,4515,610+1592,3412,6790.56%+339
VANGUARD INDEX FDS13,82913,82902,6152,9500.62%+335
ISHARES TR24,46824,46802,4692,7980.58%+330
VANGUARD INDEX FDS15,43616,774+1,3381,1681,4820.31%+314
ISHARES TR8,1118,11102,1572,4590.51%+302
ISHARES TR30,80931,295+4861,5451,8380.38%+293
SUPER MICRO COMPUTER INC(SMCI)01,000+1,00002840.06%+284
TESLA INC(TSLA)6,2097,388+1,1791,5541,8360.38%+282
ISHARES TR28,83628,940+1041,9972,2500.47%+253
PACCAR INC(PCAR)19,66119,66101,6721,9200.40%+248
ADVANCED MICRO DEVICES INC(AMD)01,605+1,60502370.05%+237
AMAZON COM INC(AMZN)9,3719,37101,1911,4240.30%+233
SCHWAB STRATEGIC TR02,672+2,67202220.05%+222
VANGUARD INDEX FDS8,9968,99601,8732,0930.44%+220
FIDELITY COVINGTON TRUST01,420+1,42002040.04%+204
NETAPP INC(NTAP)02,300+2,30002030.04%+203
SPDR S&P MIDCAP 400 ETF TR(MDY)1,9142,099+1858741,0650.22%+191
META PLATFORMS INC(META)3,2463,280+349741,1610.24%+187
ISHARES TR19,16519,961+7961,3211,5040.31%+183
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
10,82012,856+2,0368139950.21%+182
INTUITIVE SURGICAL INC3,8913,89101,1371,3130.27%+175
VANGUARD STAR FDS038,366+38,36602,2240.46%+2,224
JPMORGAN CHASE & CO(JPM)6,5856,58509551,1200.23%+165
VANGUARD INDEX FDS3,2373,23701,2711,4140.29%+143
PALANTIR TECHNOLOGIES INC(PLTR)08,046+8,04601380.03%+138
WORKDAY INC(WDAY)2,0892,08904495770.12%+128
SCHWAB CHARLES CORP(SCHW)01,833+1,83301260.03%+126
ISHARES TR2,4133,264+8512283530.07%+126
ISHARES TR4,5354,53501,0651,1890.25%+124
SNOWFLAKE INC(SNOW)2,3182,31803544610.10%+107
ISHARES TR28,26328,26302,0842,1870.46%+104
BERKSHIRE HATHAWAY INC DEL0290+29001030.02%+103
VANGUARD INDEX FDS2,6682,66807278290.17%+103
VANGUARD SPECIALIZED FUNDS6,6796,690+111,0381,1400.24%+102
SALESFORCE INC(CRM)1,4441,44402933800.08%+87
TWILIO INC(TWLO)4,8294,82902833660.08%+84
NU HLDGS LTD(NU)75,17575,17505456260.13%+81
VALERO ENERGY CORP(VLO)0603+6030780.02%+78
EOG RES INC(EOG)0590+5900710.01%+71
ADOBE INC(ADBE)82282204194900.10%+71
QUALCOMM INC(QCOM)0483+4830700.01%+70
ISHARES TR6,4496,379-709451,0150.21%+69
INTERNATIONAL BUSINESS MACHS(IBM)0413+4130680.01%+68
FASTENAL CO(FAST)01,028+1,0280670.01%+67
ISHARES TR2,5912,59104585200.11%+62
UNITED PARCEL SERVICE INC(UPS)0395+3950620.01%+62
VERALTO CORP(VLTO)0742+7420610.01%+61
INTEL CORP(INTC)01,186+1,1860600.01%+60
AMGEN INC(AMGN)0206+2060590.01%+59
FRESHWORKS INC(FRSH)15,79215,79203153710.08%+56
RIO TINTO PLC(RIO)0747+7470560.01%+56
COINBASE GLOBAL INC(COIN)0319+3190550.01%+55
PETROLEO BRASILEIRO SA PETRO(PBR)03,395+3,3950540.01%+54
LENDINGCLUB CORP(HAPN)19,41519,41501181700.04%+51
ANALOG DEVICES INC(ADI)2,0882,08803664150.09%+49
WALMART INC(WMT)0307+3070480.01%+48
BOEING CO(BA)0185+1850480.01%+48
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,7542,75402392860.06%+47
MERCK & CO INC(MRK)0424+4240460.01%+46
CISCO SYS INC(CSCO)0872+8720440.01%+44
BANK AMERICA CORP01,295+1,2950440.01%+44
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,1907,19003353730.08%+38
DISNEY WALT CO(DIS)0414+4140370.01%+37
ELI LILLY & CO(LLY)064+640370.01%+37
MASTERCARD INCORPORATED(MA)087+870370.01%+37
VANGUARD BD INDEX FDS19,44019,44001,4611,4970.31%+36
GILEAD SCIENCES INC(GILD)0441+4410360.01%+36
ISHARES INC
CORE MSCI EMKT
11,94411,94405686040.13%+36
ISHARES TR
ESG AW MSCI EAFE
5,3565,35603704050.08%+34
VANGUARD WORLD FDS
INF TECH ETF
48848802022360.05%+34
AFLAC INC(AFL)5,8225,82204474800.10%+33
SCHWAB STRATEGIC TR4,3784,37802963300.07%+33
VISA INC(V)0128+1280330.01%+33
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