HoldingsChannel.com
Berman Capital Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
iShares Core MSCI EAFE ETF (IEFA) 478,492 +109,525 $29,077
     IEFA478,492+109,525$29,077
Vanguard Total International Stock ETF (VXUS) 456,019 -71,026 $23,666
     VXUS456,019-71,026$23,666
Vanguard Mid Cap Index Fund (VO) 116,969 -5,711 $18,801
     VO116,969-5,711$18,801
iShares Russell 1000 Growth ETF (IWF) 115,417 -17,226 $17,469
     IWF115,417-17,226$17,469
iShares Core S&P Total U.S. Stock Market ETF (ITOT) 255,974 +1,224 $16,484
     ITOT255,974+1,224$16,484
Vanguard Value Index Fund (VTV) 134,783 -17,981 $14,506
     VTV134,783-17,981$14,506
Tortoise North American Pipeline Fund (TPYP) 467,377 +70,823 $11,160
     TPYP467,377+70,823$11,160
iShares Edge MSCI USA Quality (QUAL) 123,299 +1,456 $10,918
     QUAL123,299+1,456$10,918
Vanguard Total Bond Market Index (BND) 130,036 +619 $10,556
     BND130,036+619$10,556
Vanguard Large Cap Index Fund (VV) 70,923 +36,038 $9,205
     VV70,923+36,038$9,205
iShares Russell 2000 Value ETF (IWN) 76,248 -2,105 $9,141
     IWN76,248-2,105$9,141
Vanguard FTSE All World Ex US Index Fund (VEU) 146,203 -1,449 $7,332
     VEU146,203-1,449$7,332
iShares Edge MSCI Multifactor Intl ETF (INTF) 213,825 -69,462 $5,629
     INTF213,825-69,462$5,629
iShares Core S&P Mid Cap ETF (IJH) 28,007 +3,363 $5,304
     IJH28,007+3,363$5,304
iShares Core 1 5 Year USD Bond ETF (ISTB) 101,895 +24,709 $5,080
     ISTB101,895+24,709$5,080
iShares Core MSCI Emerging Markets ETF (IEMG) 93,799 +39,189 $4,849
     IEMG93,799+39,189$4,849
SPDR S&P 500 Trust (SPY) 15,517 +6,154 $4,382
     SPY15,517+6,154$4,382
Vanguard Total Stock Market Index Fund (VTI) 25,505 -2,965 $3,690
     VTI25,505-2,965$3,690
Apple Inc Com 12,929 -2,670 $2,453
     AAPL12,929-2,670$2,453
Vanguard Dividend Appreciation Index Fund (VIG) 19,646 -296 $2,153
     VIG19,646-296$2,153
iShares MSCI India Index Fund (INDA) 58,965 -63,922 $2,078
     INDA58,965-63,922$2,078
iShares S&P Small Cap 600 Value ETF (IJS) 12,635 +3 $1,864
     IJS12,635+3$1,864
Amazon Com Inc Com 989 -101 $1,759
     AMZN989-101$1,759
Vanguard Small Cap Value Index Fund (VBR) 13,453 -806 $1,731
     VBR13,453-806$1,731
Microsoft Corp Com 14,165 +3,065 $1,669
     MSFT14,165+3,065$1,669
iShares MSCI EAFE ETF (EFA) 23,848 +22,801 $1,546
     EFA23,848+22,801$1,546
Bank Amer Corp Com 55,333 +8,172 $1,524
     BAC55,333+8,172$1,524
Berkshire Hathaway Inc Del Cl B New      $1,392
     BRK.B5,440-2,009$1,091
     BRK.A1UNCH$301
Mastercard Inc Cl A 5,442 +368 $1,279
     MA5,442+368$1,279
iShares Russell 2000 ETF (IWM) 7,844 -1,438 $1,200
     IWM7,844-1,438$1,200
iShares MSCI ACWI Ex US Index Fund (ACWX) 25,448 +13 $1,177
     ACWX25,448+13$1,177
Vanguard Total World Stock Index Fund (VT) 15,825 +129 $1,157
     VT15,825+129$1,157
iShares Russell Mid Cap Growth ETF (IWP) 7,942 +14 $1,077
     IWP7,942+14$1,077
Johnson & Johnson 7,187 -1,284 $1,004
     JNJ7,187-1,284$1,004
Alibaba Group Hldg Ltd Sponsored Ads 5,259 +4,040 $959
     BABA5,259+4,040$959
Facebook Inc Cl A 5,741 +3,232 $956
     FB5,741+3,232$956
Schwab Emerging Markets Equity ETF (SCHE) 36,608 +35,259 $952
     SCHE36,608+35,259$952
iShares Core Russell U.S. Growth ETF (IUSG) 14,780 +18 $891
     IUSG14,780+18$891
Visa Inc Com Cl A 5,661 -192 $883
     V5,661-192$883
Exxon Mobil Corp Com 10,777 +833 $870
     XOM10,777+833$870
Cisco Sys Inc Com 15,516 +605 $837
     CSCO15,516+605$837
Alphabet Inc Cap Stk Cl A 710 +68 $833
     GOOGL710+68$833
Servicenow Inc Com 3,165 +91 $778
     NOW3,165+91$778
Home Depot Inc Com 3,987 +1,810 $764
     HD3,987+1,810$764
Merck & Co Inc Com 9,185 -226 $761
     MRK9,185-226$761
Enterprise Prods Partners L P Com 25,915 -40 $753
     EPD25,915-40$753
Fedex Corp Com 3,883 +3,721 $702
     FDX3,883+3,721$702
Baidu Inc Spon ADR 4,063 +3,912 $669
     BIDU4,063+3,912$669
Disney Walt Co Com Disney 6,045 +2,873 $669
     DIS6,045+2,873$669
Pfizer Inc Com 15,739 -364 $668
     PFE15,739-364$668

See Full List: All Stocks Held By Berman Capital Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Berman Capital Advisors LLC

Size ($ in 1000's)
At 03/31/2019: $298,707
At 12/31/2018: $254,717

Berman Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Berman Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings

Berman Capital Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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