Bordeaux Wealth Advisors LLC holdings history

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158 is the total number of securities Bordeaux Wealth Advisors LLC has owned. The longest Bordeaux Wealth Advisors LLC has owned a single stock is 12 quarters.

Bordeaux Wealth Advisors LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC12128.82%11.97%18.25%Q4 2020Q3 202312
GOOG ALPHABET INC12123.34%8.86%16.39%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.69%7.18%9.21%Q4 2020Q3 202312
IWB ISHARES TR12124.67%6.38%7.99%Q4 2020Q3 202312
MDY SPDR S&P MIDCAP 400 ET...12123.60%5.60%7.61%Q4 2020Q3 202312
IJH ISHARES TR12122.15%3.43%5.92%Q4 2020Q3 202312
MSFT MICROSOFT CORP12122.20%2.97%3.43%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.88%2.80%5.89%Q4 2020Q3 202312
ITOT ISHARES TR12121.21%1.65%2.05%Q4 2020Q3 202312
CHGG CHEGG INC12120.18%1.39%4.13%Q4 2020Q3 202312
FB META PLATFORMS INC12120.16%1.33%3.97%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.69%1.29%2.27%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.62%1.14%2.36%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.56%0.95%1.64%Q4 2020Q3 202312
IVV ISHARES TR12120.52%0.81%2.39%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.30%0.77%1.43%Q4 2020Q3 202312
TMO THERMO FISHER SCIENTIF...12120.49%0.71%0.87%Q4 2020Q3 202312
DHR DANAHER CORPORATION12120.38%0.61%0.79%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.34%0.54%0.69%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.29%0.50%0.74%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.32%0.49%0.62%Q4 2020Q3 202312
ADP AUTOMATIC DATA PROCESS...12120.33%0.47%0.56%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.37%0.47%0.66%Q4 2020Q3 202312
PFE PFIZER INC12120.10%0.46%0.74%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.24%0.46%1.45%Q4 2020Q3 202312
CRM SALESFORCE INC12120.26%0.42%0.60%Q4 2020Q3 202312
EEM ISHARES TR12120.14%0.42%0.84%Q4 2020Q3 202312
IJR ISHARES TR12120.16%0.42%0.62%Q4 2020Q3 202312
CDNS CADENCE DESIGN SYSTEM INC12120.33%0.40%0.46%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.31%0.40%0.48%Q4 2020Q3 202312
IWM ISHARES TR12120.20%0.40%0.71%Q4 2020Q3 202312
IWD ISHARES TR12120.23%0.36%0.47%Q4 2020Q3 202312
KO COCA COLA CO12120.16%0.31%0.41%Q4 2020Q3 202312
IWF ISHARES TR12120.17%0.30%0.48%Q4 2020Q3 202312
CAT CATERPILLAR INC12120.24%0.30%0.40%Q4 2020Q3 202312
ORCL ORACLE CORP12120.20%0.28%0.56%Q4 2020Q3 202312
BA BOEING CO12120.15%0.27%0.40%Q4 2020Q3 202312
EMR EMERSON ELEC CO12120.18%0.23%0.26%Q4 2020Q3 202312
TSLA TESLA INC11110.15%2.72%5.00%Q1 2021Q3 202311
VXUS VANGUARD STAR FDS11112.13%2.59%3.15%Q1 2021Q3 202311
LYFT LYFT INC11110.16%0.87%2.15%Q1 2021Q3 202311
DASH DOORDASH INC11110.31%0.67%1.49%Q1 2021Q3 202311
INTC INTEL CORP830.10%0.30%0.57%Q4 2020Q3 202311
DFAS DIMENSIONAL ETF TRUST10102.42%3.62%5.16%Q2 2021Q3 202310
ZI ZOOMINFO TECHNOLOGIES INC10100.46%2.69%4.94%Q2 2021Q3 202310
PINS PINTEREST INC10100.42%1.19%2.03%Q2 2021Q3 202310
DIS DISNEY WALT CO10100.22%0.52%0.97%Q4 2020Q1 202310
TGT TARGET CORP10100.23%0.33%0.43%Q4 2020Q1 202310
HD HOME DEPOT INC10100.18%0.29%0.38%Q2 2021Q3 202310
EFA ISHARES TR730.16%0.25%0.38%Q4 2020Q3 202310
BSV VANGUARD BD INDEX FDS10100.17%0.23%0.39%Q4 2020Q1 202310
GLD SPDR GOLD TR730.09%0.20%0.48%Q4 2020Q2 202310
COUP COUPA SOFTWARE INC993.64%10.86%27.30%Q4 2020Q4 20229
WFC WELLS FARGO CO NEW990.12%0.19%0.27%Q2 2021Q2 20239
BERKSHIRE GREY INC880.33%1.29%2.66%Q3 2021Q2 20238
ABNB AIRBNB INC880.61%0.83%1.20%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.16%0.68%2.11%Q4 2021Q3 20238
SCHW SCHWAB CHARLES CORP880.18%0.38%0.58%Q4 2021Q3 20238
SNOW SNOWFLAKE INC880.26%0.37%0.54%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.14%0.29%0.41%Q4 2021Q3 20238
REGN REGENERON PHARMACEUTICALS880.22%0.28%0.33%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR710.14%0.26%0.35%Q4 2020Q3 20238
V VISA INC880.09%0.24%0.36%Q4 2021Q3 20238
NUE NUCOR CORP880.11%0.16%0.18%Q4 2021Q3 20238
BITQ EXCHANGE TRADED CONCEP...880.03%0.08%0.16%Q4 2021Q3 20238
NML NEUBERGER BERMAN MLP &...770.09%0.31%0.64%Q4 2020Q2 20227
CVX CHEVRON CORP NEW770.12%0.17%0.26%Q1 2022Q3 20237
MU MICRON TECHNOLOGY INC610.08%0.14%0.18%Q4 2020Q3 20237
ABT ABBOTT LABS520.08%0.14%0.16%Q4 2021Q3 20237
DE DEERE & CO520.10%0.13%0.16%Q4 2021Q3 20237
ABBV ABBVIE INC610.10%0.13%0.15%Q4 2021Q3 20237
MRK MERCK & CO INC430.09%0.12%0.16%Q4 2021Q3 20237
BRKB BERKSHIRE HATHAWAY INC...660.33%0.43%0.57%Q4 2020Q1 20226
VB VANGUARD INDEX FDS660.17%0.20%0.24%Q2 2022Q3 20236
VEU VANGUARD INTL EQUITY I...330.08%0.16%0.26%Q4 2021Q3 20236
TXN TEXAS INSTRS INC660.13%0.16%0.19%Q1 2022Q2 20236
FOCS FOCUS FINL PARTNERS INC550.45%1.03%2.22%Q2 2021Q2 20225
QQQ INVESCO QQQ TR550.15%0.88%1.35%Q3 2022Q3 20235
AURORA INNOVATION INC550.43%0.64%0.90%Q3 2022Q3 20235
IYW ISHARES TR550.52%0.56%0.60%Q3 2022Q3 20235
DSI ISHARES TR550.40%0.45%0.50%Q3 2022Q3 20235
COST COSTCO WHSL CORP NEW550.29%0.30%0.34%Q3 2022Q3 20235
FIX COMFORT SYS USA INC550.21%0.30%0.47%Q4 2020Q4 20215
BND VANGUARD BD INDEX FDS410.17%0.26%0.39%Q4 2020Q4 20225
MMM 3M CO550.15%0.25%0.32%Q4 2020Q4 20215
TWST TWIST BIOSCIENCE CORP550.12%0.24%0.35%Q4 2020Q4 20215
DFAI DIMENSIONAL ETF TRUST550.17%0.20%0.22%Q3 2022Q3 20235
FTNT FORTINET INC550.13%0.17%0.20%Q3 2022Q3 20235
NKE NIKE INC550.12%0.15%0.19%Q3 2022Q3 20235
SQ SQUARE INC550.10%0.15%0.19%Q4 2020Q4 20215
UPST UPSTART HLDGS INC441.31%2.60%4.17%Q4 2021Q3 20224
MDLA MEDALLIA INC440.47%0.51%0.62%Q4 2020Q3 20214
CFLT CONFLUENT INC440.42%0.48%0.55%Q2 2022Q1 20234
OKTA OKTA INC440.24%0.33%0.39%Q2 2021Q1 20224
PYPL PAYPAL HLDGS INC210.14%0.18%0.22%Q4 2021Q1 20234
SHOP SHOPIFY INC440.15%0.17%0.20%Q4 2022Q3 20234
UNP UNION PAC CORP310.09%0.16%0.23%Q1 2022Q2 20234
U UNITY SOFTWARE INC440.11%0.15%0.19%Q4 2022Q3 20234
VO VANGUARD INDEX FDS310.10%0.12%0.15%Q1 2022Q3 20234
PGEN PRECIGEN INC440.01%0.01%0.01%Q4 2022Q3 20234
VYM VANGUARD WHITEHALL FDS210.08%0.33%0.81%Q4 2021Q2 20233
FORGEROCK INC330.17%0.21%0.25%Q4 2022Q2 20233
FXY INVESCO CURRENCYSHARES...330.18%0.20%0.22%Q1 2023Q3 20233
ALXN ALEXION PHARMACEUTICAL...330.17%0.18%0.19%Q4 2020Q2 20213
DUK DUKE ENERGY CORP NEW330.15%0.17%0.18%Q4 2020Q2 20213
BAC BK OF AMERICA CORP330.10%0.13%0.15%Q4 2021Q2 20223
SCHX SCHWAB STRATEGIC TR330.09%0.13%0.20%Q1 2023Q3 20233
SCHD SCHWAB STRATEGIC TR330.11%0.12%0.14%Q1 2023Q3 20233
MELI MERCADOLIBRE INC330.10%0.12%0.14%Q1 2023Q3 20233
SCHB SCHWAB STRATEGIC TR330.11%0.12%0.13%Q1 2023Q3 20233
IWN ISHARES TR330.10%0.11%0.12%Q1 2023Q3 20233
BABA ALIBABA GROUP HLDG LTD220.18%0.24%0.29%Q2 2021Q3 20212
CSCO CISCO SYS INC220.22%0.23%0.23%Q2 2023Q3 20232
SCHA SCHWAB STRATEGIC TR220.08%0.20%0.32%Q1 2023Q2 20232
ROST ROSS STORES INC220.17%0.18%0.19%Q2 2022Q3 20222
GBDC GOLUB CAP BDC INC220.14%0.16%0.17%Q4 2021Q1 20222
INTU INTUIT110.14%0.14%0.14%Q4 2021Q2 20222
WAB WABTEC220.13%0.14%0.14%Q2 2023Q3 20232
MDT MEDTRONIC PLC220.10%0.12%0.14%Q4 2021Q1 20222
PEP PEPSICO INC110.10%0.12%0.14%Q3 2022Q2 20232
WMT WALMART INC220.10%0.12%0.13%Q4 2021Q1 20222
LLY LILLY ELI & CO220.10%0.11%0.13%Q2 2023Q3 20232
STZ CONSTELLATION BRANDS INC220.11%0.11%0.11%Q2 2023Q3 20232
DFAC DIMENSIONAL ETF TRUST220.10%0.11%0.11%Q2 2023Q3 20232
BX BLACKSTONE INC220.09%0.10%0.12%Q4 2021Q1 20222
BROOKFIELD CORP220.09%0.10%0.10%Q2 2023Q3 20232
TSHA TAYSHA GENE THERAPIES INC220.01%0.01%0.01%Q3 2022Q4 20222
XLK SELECT SECTOR SPDR TR111.39%1.39%1.39%Q4 2021Q4 20211
AXTI AXT INC110.65%0.65%0.65%Q4 2020Q4 20201
SPY SPDR S&P 500 ETF TR110.62%0.62%0.62%Q3 2023Q3 20231
SCHF SCHWAB STRATEGIC TR110.29%0.29%0.29%Q1 2023Q1 20231
XLF SELECT SECTOR SPDR TR110.27%0.27%0.27%Q4 2021Q4 20211
SPY SPDR S&P 500 ETF TR110.24%0.24%0.24%Q3 2021Q3 20211
STT STATE STR CORP110.23%0.23%0.23%Q1 2023Q1 20231
SCHG SCHWAB STRATEGIC TR110.23%0.23%0.23%Q1 2023Q1 20231
VTI VANGUARD INDEX FDS110.22%0.22%0.22%Q4 2021Q4 20211
SCHZ SCHWAB STRATEGIC TR110.22%0.22%0.22%Q1 2023Q1 20231
IWV ISHARES TR110.20%0.20%0.20%Q4 2021Q4 20211
SCHP SCHWAB STRATEGIC TR110.20%0.20%0.20%Q1 2023Q1 20231
IWR ISHARES TR110.16%0.16%0.16%Q4 2021Q4 20211
SCHV SCHWAB STRATEGIC TR110.15%0.15%0.15%Q2 2022Q2 20221
SCHM SCHWAB STRATEGIC TR110.14%0.14%0.14%Q1 2023Q1 20231
AMGN AMGEN INC110.13%0.13%0.13%Q2 2021Q2 20211
IEFA ISHARES TR110.12%0.12%0.12%Q1 2022Q1 20221
VZ VERIZON COMMUNICATIONS...110.11%0.11%0.11%Q1 2022Q1 20221
ZTS ZOETIS INC110.11%0.11%0.11%Q4 2021Q4 20211
MGC VANGUARD WORLD FD110.10%0.10%0.10%Q3 2023Q3 20231
CMCSA COMCAST CORP NEW110.10%0.10%0.10%Q4 2021Q4 20211
TSLA TESLA INC110.10%0.10%0.10%Q4 2021Q4 20211
COP CONOCOPHILLIPS110.10%0.10%0.10%Q2 2023Q2 20231
ADBE ADOBE SYSTEMS INCORPOR...110.10%0.10%0.10%Q4 2021Q4 20211
DVN DEVON ENERGY CORP NEW110.09%0.09%0.09%Q2 2023Q2 20231
IJK ISHARES TR110.09%0.09%0.09%Q4 2021Q4 20211
AMAT APPLIED MATLS INC110.09%0.09%0.09%Q2 2023Q2 20231
AVGO BROADCOM INC110.09%0.09%0.09%Q2 2023Q2 20231
IYC ISHARES TR110.08%0.08%0.08%Q2 2023Q2 20231
DEFINITIVE HEALTHCARE ...110.07%0.07%0.07%Q3 2023Q3 20231
XLK SELECT SECTOR SPDR TR110.00%0.00%0.00%Q4 2021Q4 20211
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The securities at the top of the list , including APPLE INC, ALPHABET INC, and VANGUARD INDEX FDS, are the highest-conviction holdings of Bordeaux Wealth Advisors LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Bordeaux Wealth Advisors LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Bordeaux Wealth Advisors LLC owns currently or has owned in the past.