| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -16,000 | -100.0% | -0.02% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,915 | -100.0% | -0.06% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,425 | -100.0% | -0.07% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,412 | -100.0% | -0.08% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -872 | -100.0% | -0.08% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -2,668 | -100.0% | -0.09% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -8,868 | -100.0% | -0.10% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -9,819 | -100.0% | -0.10% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -705 | -100.0% | -0.10% | – |
| V | Exit | VISA INC COMcl a | $0 | – | -1,470 | -100.0% | -0.11% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,811 | -100.0% | -0.11% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -7,803 | -100.0% | -0.12% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -8,431 | -100.0% | -0.12% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -3,934 | -100.0% | -0.13% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,084 | -100.0% | -0.13% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,650 | -100.0% | -0.13% | – |
| SUSB | Exit | ISHARES TResg awre 1 5 yr | $0 | – | -18,124 | -100.0% | -0.14% | – |
| IPAC | Exit | ISHARES TRcore msci pac | $0 | – | -8,208 | -100.0% | -0.14% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,528 | -100.0% | -0.15% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,550 | -100.0% | -0.15% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,305 | -100.0% | -0.16% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -5,018 | -100.0% | -0.16% | – |
| L | Exit | LOEWS CORP | $0 | – | -8,483 | -100.0% | -0.17% | – |
| IEUR | Exit | ISHARES TRcore msci euro | $0 | – | -11,048 | -100.0% | -0.18% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,316 | -100.0% | -0.18% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,321 | -100.0% | -0.18% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -8,552 | -100.0% | -0.20% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -9,113 | -100.0% | -0.20% | – |
| IWF | Exit | ISHARES TRrus 1000 grw wtf | $0 | – | -2,380 | -100.0% | -0.20% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -6,771 | -100.0% | -0.20% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -8,454 | -100.0% | -0.20% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -10,658 | -100.0% | -0.22% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -10,023 | -100.0% | -0.23% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -7,935 | -100.0% | -0.24% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -10,349 | -100.0% | -0.31% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -14,686 | -100.0% | -0.35% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -7,660 | -100.0% | -0.36% | – |
| AAPL | Exit | APPLE INC | $0 | – | -6,863 | -100.0% | -0.37% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -14,060 | -100.0% | -0.42% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,834 | -100.0% | -0.79% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -24,912 | -100.0% | -0.93% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -30,899 | -100.0% | -1.01% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -46,689 | -100.0% | -1.52% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -53,744 | -100.0% | -1.82% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -33,195 | -100.0% | -2.26% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -57,987 | -100.0% | -2.94% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -96,726 | -100.0% | -4.03% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -65,330 | -100.0% | -4.05% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -189,664 | -100.0% | -4.57% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -293,293 | -100.0% | -6.24% | – |
| BSV | Exit | VANGUARD INDEX FDSshort trm bond | $0 | – | -290,096 | -100.0% | -6.94% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -394,428 | -100.0% | -7.23% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -594,176 | -100.0% | -7.41% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -530,368 | -100.0% | -8.41% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -517,525 | -100.0% | -9.54% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -132,342 | -100.0% | -11.47% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -277,901 | -100.0% | -12.20% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 12.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 12.0% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 9.5% |
| ISHARES TR | 4 | Q3 2023 | 8.7% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.1% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.7% |
View PRESILIUM PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-08 |
View PRESILIUM PRIVATE WEALTH, 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.