$100 Million is the total value of Robertson Stephens Wealth Management, LLC's 56 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 7.5% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 13.3% |
| Technology Select Sector SPDR ETF | 20 | Q3 2023 | 8.4% |
| VANGUARD TAX MANAGED INTL FD | 20 | Q3 2023 | 4.3% |
| MICROSOFT CORP | 20 | Q3 2023 | 3.1% |
| SPDR Health Care Select Sector ETF | 20 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 3.9% |
| ISHARES INC | 20 | Q3 2023 | 5.0% |
| ISHARES TR | 20 | Q3 2023 | 3.7% |
| AMAZON COM INC | 20 | Q3 2023 | 2.5% |
View Robertson Stephens Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Robertson Stephens Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.