ROBINSON SMITH WEALTH ADVISORS LLC holdings history

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94 is the total number of securities ROBINSON SMITH WEALTH ADVISORS LLC has owned. The longest ROBINSON SMITH WEALTH ADVISORS LLC has owned a single stock is 3 quarters.

ROBINSON SMITH WEALTH ADVISORS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHB SCHWAB STRATEGIC TR3316.22%17.16%17.68%Q4 2023Q2 20243
IUSV ISHARES TR337.84%8.30%8.68%Q4 2023Q2 20243
JNJ JOHNSON & JOHNSON335.38%6.10%6.57%Q4 2023Q2 20243
TFLO ISHARES TR334.99%5.23%5.54%Q4 2023Q2 20243
AAPL APPLE INC332.78%3.53%4.08%Q4 2023Q2 20243
QUAL ISHARES TR332.32%2.63%2.90%Q4 2023Q2 20243
VOO VANGUARD INDEX FDS332.38%2.48%2.56%Q4 2023Q2 20243
DFAU DIMENSIONAL ETF TRUST332.26%2.39%2.50%Q4 2023Q2 20243
IWF ISHARES TR332.23%2.35%2.43%Q4 2023Q2 20243
VUG VANGUARD INDEX FDS331.92%2.04%2.26%Q4 2023Q2 20243
DFAI DIMENSIONAL ETF TRUST331.84%1.95%2.01%Q4 2023Q2 20243
JMST J P MORGAN EXCHANGE TR...331.72%1.75%1.79%Q4 2023Q2 20243
SCHO SCHWAB STRATEGIC TR331.55%1.74%2.01%Q4 2023Q2 20243
VIG VANGUARD SPECIALIZED F...331.66%1.71%1.74%Q4 2023Q2 20243
MSFT MICROSOFT CORP331.45%1.66%1.83%Q4 2023Q2 20243
MUB ISHARES TR331.59%1.64%1.67%Q4 2023Q2 20243
OEF ISHARES TR331.42%1.49%1.54%Q4 2023Q2 20243
SCHG SCHWAB STRATEGIC TR331.41%1.49%1.54%Q4 2023Q2 20243
DIMENSIONAL ETF TRUST331.28%1.35%1.40%Q4 2023Q2 20243
BGRN ISHARES TR331.05%1.34%1.50%Q4 2023Q2 20243
AMZN AMAZON COM INC331.20%1.28%1.39%Q4 2023Q2 20243
ITOT ISHARES TR331.19%1.23%1.28%Q4 2023Q2 20243
IUSG ISHARES TR330.97%1.04%1.07%Q4 2023Q2 20243
SPY SPDR S&P 500 ETF TR331.00%1.04%1.08%Q4 2023Q2 20243
IQLT ISHARES TR330.90%1.03%1.11%Q4 2023Q2 20243
MUNI PIMCO ETF TR330.79%0.88%0.93%Q4 2023Q2 20243
MA MASTERCARD INCORPORATED330.81%0.88%0.96%Q4 2023Q2 20243
GOOGL ALPHABET INC330.78%0.85%0.93%Q4 2023Q2 20243
LLY ELI LILLY & CO330.67%0.83%0.94%Q4 2023Q2 20243
TJX TJX COS INC NEW330.79%0.81%0.84%Q4 2023Q2 20243
SCHX SCHWAB STRATEGIC TR330.74%0.78%0.84%Q4 2023Q2 20243
IVW ISHARES TR330.72%0.77%0.79%Q4 2023Q2 20243
WISDOMTREE TR330.70%0.75%0.78%Q4 2023Q2 20243
PG PROCTER AND GAMBLE CO330.72%0.75%0.78%Q4 2023Q2 20243
DTN WISDOMTREE TR330.69%0.74%0.78%Q4 2023Q2 20243
REGN REGENERON PHARMACEUTICALS330.69%0.73%0.74%Q4 2023Q2 20243
RTX RTX CORPORATION330.66%0.72%0.76%Q4 2023Q2 20243
MRK MERCK & CO INC330.66%0.71%0.76%Q4 2023Q2 20243
JPM JPMORGAN CHASE & CO330.61%0.68%0.74%Q4 2023Q2 20243
PEP PEPSICO INC330.57%0.67%0.78%Q4 2023Q2 20243
IBDR ISHARES TR330.61%0.66%0.69%Q4 2023Q2 20243
IBDQ ISHARES TR330.58%0.62%0.64%Q4 2023Q2 20243
BRKB BERKSHIRE HATHAWAY INC...330.53%0.60%0.66%Q4 2023Q2 20243
DES WISDOMTREE TR330.51%0.57%0.59%Q4 2023Q2 20243
IBDS ISHARES TR330.41%0.51%0.58%Q4 2023Q2 20243
GNW GENWORTH FINL INC330.41%0.46%0.50%Q4 2023Q2 20243
VTEB VANGUARD MUN BD FDS330.39%0.46%0.53%Q4 2023Q2 20243
IVE ISHARES TR330.43%0.46%0.48%Q4 2023Q2 20243
PRF INVESCO EXCHANGE TRADE...330.41%0.43%0.45%Q4 2023Q2 20243
VTV VANGUARD INDEX FDS330.37%0.40%0.42%Q4 2023Q2 20243
IWD ISHARES TR330.36%0.38%0.40%Q4 2023Q2 20243
IVV ISHARES TR330.22%0.37%0.45%Q4 2023Q2 20243
CARR CARRIER GLOBAL CORPORA...330.37%0.37%0.37%Q4 2023Q2 20243
NEE NEXTERA ENERGY INC330.36%0.37%0.37%Q4 2023Q2 20243
DON WISDOMTREE TR330.34%0.36%0.38%Q4 2023Q2 20243
ADP AUTOMATIC DATA PROCESS...330.27%0.35%0.48%Q4 2023Q2 20243
IBDT ISHARES TR330.23%0.34%0.40%Q4 2023Q2 20243
OTIS OTIS WORLDWIDE CORP330.32%0.34%0.36%Q4 2023Q2 20243
GOOG ALPHABET INC330.30%0.34%0.37%Q4 2023Q2 20243
VUSB VANGUARD BD INDEX FDS330.30%0.33%0.35%Q4 2023Q2 20243
VCSH VANGUARD SCOTTSDALE FDS330.32%0.32%0.32%Q4 2023Q2 20243
DLN WISDOMTREE TR330.30%0.32%0.33%Q4 2023Q2 20243
HD HOME DEPOT INC330.29%0.30%0.34%Q4 2023Q2 20243
PFG PRINCIPAL FINANCIAL GR...330.26%0.29%0.32%Q4 2023Q2 20243
LQD ISHARES TR330.27%0.29%0.31%Q4 2023Q2 20243
IBM INTERNATIONAL BUSINESS...330.24%0.27%0.31%Q4 2023Q2 20243
MDLZ MONDELEZ INTL INC330.23%0.26%0.29%Q4 2023Q2 20243
VBR VANGUARD INDEX FDS330.25%0.26%0.28%Q4 2023Q2 20243
IRM IRON MTN INC DEL330.24%0.26%0.28%Q4 2023Q2 20243
DE DEERE & CO330.20%0.22%0.26%Q4 2023Q2 20243
IDXX IDEXX LABS INC330.20%0.22%0.24%Q4 2023Q2 20243
KENVUE INC330.18%0.22%0.24%Q4 2023Q2 20243
MCD MCDONALDS CORP330.19%0.21%0.24%Q4 2023Q2 20243
VOE VANGUARD INDEX FDS330.18%0.21%0.24%Q4 2023Q2 20243
YUM YUM BRANDS INC330.18%0.20%0.21%Q4 2023Q2 20243
VO VANGUARD INDEX FDS110.30%0.31%0.32%Q4 2023Q2 20242
AMGN AMGEN INC110.30%0.31%0.31%Q4 2023Q2 20242
FIBR ISHARES TR220.21%0.26%0.31%Q4 2023Q1 20242
BLK BLACKROCK INC110.22%0.26%0.30%Q4 2023Q2 20242
PFE PFIZER INC110.21%0.23%0.25%Q4 2023Q2 20242
NFLX NETFLIX INC220.20%0.21%0.22%Q1 2024Q2 20242
SCHV SCHWAB STRATEGIC TR220.18%0.20%0.21%Q1 2024Q2 20242
IBDU ISHARES TR110.27%0.27%0.27%Q2 2024Q2 20241
VTI VANGUARD INDEX FDS110.24%0.24%0.24%Q2 2024Q2 20241
ECL ECOLAB INC110.23%0.23%0.23%Q4 2023Q4 20231
NVDA NVIDIA CORPORATION110.22%0.22%0.22%Q2 2024Q2 20241
INTC INTEL CORP110.22%0.22%0.22%Q4 2023Q4 20231
VYM VANGUARD WHITEHALL FDS110.22%0.22%0.22%Q2 2024Q2 20241
CI THE CIGNA GROUP110.19%0.19%0.19%Q1 2024Q1 20241
CAPITAL GRP FIXED INCM...110.19%0.19%0.19%Q2 2024Q2 20241
SO SOUTHERN CO110.19%0.19%0.19%Q2 2024Q2 20241
EFA ISHARES TR110.18%0.18%0.18%Q2 2024Q2 20241
T AT&T INC110.17%0.17%0.17%Q2 2024Q2 20241
WW WW INTL INC110.01%0.01%0.01%Q2 2024Q2 20241
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The securities at the top of the list , including SCHWAB STRATEGIC TR, ISHARES TR, and JOHNSON & JOHNSON, are the highest-conviction holdings of ROBINSON SMITH WEALTH ADVISORS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by ROBINSON SMITH WEALTH ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ROBINSON SMITH WEALTH ADVISORS LLC owns currently or has owned in the past.