HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
140,637 | +103,943 | $36,345 |
| IVV | 140,637 | +103,943 | $36,345 |
| VANGUARD INDEX FDS (VOO) |
145,008 | +90,720 | $34,341 |
| VOO | 145,008 | +90,720 | $34,341 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
425,045 | +425,045 | $21,118 |
| JPST | 425,045 | +425,045 | $21,118 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
620,271 | +352,214 | $20,673 |
| VEA | 620,271 | +352,214 | $20,673 |
| PGIM ETF TR (PULS) |
349,299 | +349,299 | $16,991 |
| PULS | 349,299 | +349,299 | $16,991 |
| APPLE INC |
65,683 | +125 | $16,716 |
| AAPL | 65,683 | +125 | $16,716 |
| ISHARES TR (IWF) |
110,312 | +93,969 | $16,627 |
| IWF | 110,312 | +93,969 | $16,627 |
| ISHARES TR (IWB) |
93,070 | +89,132 | $13,183 |
| IWB | 93,070 | +89,132 | $13,183 |
| ISHARES TR (IJH) |
89,343 | +27,892 | $12,851 |
| IJH | 89,343 | +27,892 | $12,851 |
| VANGUARD INDEX FDS (VO) |
85,410 | +23,897 | $11,243 |
| VO | 85,410 | +23,897 | $11,243 |
| VANGUARD WHITEHALL FDS (VYM) |
144,347 | +120,689 | $10,211 |
| VYM | 144,347 | +120,689 | $10,211 |
| VANGUARD INDEX FDS (VNQ) |
140,270 | +67,791 | $9,790 |
| VNQ | 140,270 | +67,791 | $9,790 |
| ISHARES TR (IEFA) |
191,507 | +94,840 | $9,546 |
| IEFA | 191,507 | +94,840 | $9,546 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
273,505 | +156,030 | $9,183 |
| VWO | 273,505 | +156,030 | $9,183 |
| ISHARES TR (IJR) |
160,027 | +45,802 | $8,976 |
| IJR | 160,027 | +45,802 | $8,976 |
| VANGUARD INDEX FDS (VXF) |
98,705 | +98,705 | $8,938 |
| VXF | 98,705 | +98,705 | $8,938 |
| SPDR S&P 500 ETF TR (SPY) |
34,325 | +14,055 | $8,851 |
| SPY | 34,325 | +14,055 | $8,851 |
| MICROSOFT CORP |
54,114 | +24,177 | $8,536 |
| MSFT | 54,114 | +24,177 | $8,536 |
| SCHWAB STRATEGIC TR |
134,030 | +112,936 | $8,209 |
| SCHX | 134,030 | +112,936 | $8,209 |
| ISHARES TR (SUB) |
74,553 | +53,505 | $7,930 |
| SUB | 74,553 | +53,505 | $7,930 |
| SPROTT PHYSICAL GOLD TRUST |
590,777 | +519,229 | $7,756 |
| PHYS | 590,777 | +519,229 | $7,756 |
| ISHARES TR (IWV) |
46,134 | +46,134 | $6,845 |
| IWV | 46,134 | +46,134 | $6,845 |
 BERKSHIRE HATHAWAY INC DEL |
$6,626 | ||
| BRK.B | 33,262 | +10,806 | $6,082 |
| BRK.A | 2 | +2 | $544 |
| VANGUARD SCOTTSDALE FDS (VONG) |
42,686 | +16,330 | $6,604 |
| VONG | 42,686 | +16,330 | $6,604 |
| VANGUARD INDEX FDS (VTI) |
49,047 | +32,715 | $6,316 |
| VTI | 49,047 | +32,715 | $6,316 |
| ISHARES TR (IWD) |
62,042 | +55,509 | $6,152 |
| IWD | 62,042 | +55,509 | $6,152 |
| VANGUARD BD INDEX FDS (BND) |
70,132 | +16,221 | $5,988 |
| BND | 70,132 | +16,221 | $5,988 |
| VANGUARD BD INDEX FDS (BSV) |
69,478 | +43,048 | $5,701 |
| BSV | 69,478 | +43,048 | $5,701 |
| AMAZON COM INC |
2,847 | +896 | $5,547 |
| AMZN | 2,847 | +896 | $5,547 |
| LOCKHEED MARTIN CORP |
16,107 | +6,204 | $5,458 |
| LMT | 16,107 | +6,204 | $5,458 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
63,770 | +63,770 | $5,357 |
| RSP | 63,770 | +63,770 | $5,357 |
| SPDR SER TR (SPMD) |
191,777 | +191,777 | $4,854 |
| SPMD | 191,777 | +191,777 | $4,854 |
| ISHARES TR (IBDM) |
187,855 | +82,155 | $4,630 |
| IBDM | 187,855 | +82,155 | $4,630 |
| VANGUARD INDEX FDS (VTV) |
51,781 | +12,914 | $4,611 |
| VTV | 51,781 | +12,914 | $4,611 |
| ISHARES TR (IBDL) |
179,285 | +85,717 | $4,516 |
| IBDL | 179,285 | +85,717 | $4,516 |
| TEXAS INSTRS INC |
45,089 | +45,089 | $4,504 |
| TXN | 45,089 | +45,089 | $4,504 |
| ISHARES TR (MUB) |
39,473 | +24,360 | $4,461 |
| MUB | 39,473 | +24,360 | $4,461 |
| VANGUARD INDEX FDS (VUG) |
28,120 | +14,598 | $4,406 |
| VUG | 28,120 | +14,598 | $4,406 |
| SPDR SER TR (SDY) |
52,743 | +38,943 | $4,217 |
| SDY | 52,743 | +38,943 | $4,217 |
| ISHARES TR (IVW) |
24,813 | +5,290 | $4,094 |
| IVW | 24,813 | +5,290 | $4,094 |
| SPDR INDEX SHS FDS (SPEM) |
143,589 | +92,957 | $4,084 |
| SPEM | 143,589 | +92,957 | $4,084 |
| ISHARES TR (IWM) |
35,627 | +32,006 | $4,077 |
| IWM | 35,627 | +32,006 | $4,077 |
| COSTCO WHSL CORP NEW |
13,456 | +2,861 | $3,839 |
| COST | 13,456 | +2,861 | $3,839 |
| SCHWAB STRATEGIC TR |
62,786 | +46,082 | $3,779 |
| SCHB | 62,786 | +46,082 | $3,779 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
34,822 | +32,871 | $3,601 |
| VIG | 34,822 | +32,871 | $3,601 |
| ISHARES TR (EFA) |
65,771 | +37,970 | $3,519 |
| EFA | 65,771 | +37,970 | $3,519 |
| JOHNSON & JOHNSON |
25,994 | +18,985 | $3,408 |
| JNJ | 25,994 | +18,985 | $3,408 |
| INVESCO QQQ TR |
17,744 | +11,812 | $3,379 |
| QQQ | 17,744 | +11,812 | $3,379 |
| HOME DEPOT INC |
17,980 | +14,035 | $3,354 |
| HD | 17,980 | +14,035 | $3,354 |
| SCHWAB STRATEGIC TR |
38,288 | +12,941 | $3,053 |
| SCHG | 38,288 | +12,941 | $3,053 |
See Full List: All Stocks Held By Beacon Pointe Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Beacon Pointe Advisors LLC
|
Size ($ in 1000's)
At 03/31/2020: $627,700 At 12/31/2019: $322,638 Combined Holding Report Includes:
Beacon Pointe Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beacon Pointe Advisors LLC 13F filings. Link to 13F filings: SEC filings |
