HoldingsChannel.com
Berman Capital Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
Vanguard Large Cap Index Fund (VV) 325,583 +49,395 $46,558
     VV325,583+49,395$46,558
iShares Core MSCI EAFE ETF (IEFA) 726,290 +12,618 $41,514
     IEFA726,290+12,618$41,514
Vanguard Total Bond Market Index (BND) 342,521 +122,157 $30,257
     BND342,521+122,157$30,257
iShares Core S&P Total U.S. Stock Market ETF (ITOT) 268,265 -28,233 $18,628
     ITOT268,265-28,233$18,628
iShares Russell 1000 Growth ETF (IWF) 96,406 -1,866 $18,505
     IWF96,406-1,866$18,505
Vanguard Mid Cap Index Fund (VO) 110,663 -10,406 $18,138
     VO110,663-10,406$18,138
iShares Edge MSCI USA Quality (QUAL) 157,871 +17,683 $15,143
     QUAL157,871+17,683$15,143
SPDR S&P 500 Trust (SPY) 46,839 +15,034 $14,443
     SPY46,839+15,034$14,443
Vanguard Total International Stock ETF (VXUS) 224,815 -125,237 $11,053
     VXUS224,815-125,237$11,053
Vanguard Growth Index Fund (VUG) 36,344 +15,391 $7,344
     VUG36,344+15,391$7,344
Vanguard Total Stock Market Index Fund (VTI) 42,480 -723 $6,649
     VTI42,480-723$6,649
Vanguard Value Index Fund (VTV) 65,622 -19,682 $6,535
     VTV65,622-19,682$6,535
iShares Core MSCI Emerging Markets ETF (IEMG) 127,297 -72,981 $6,058
     IEMG127,297-72,981$6,058
Apple Inc Com 15,207 -6,172 $5,545
     AAPL15,207-6,172$5,545
Microsoft Corp Com 23,826 +5,325 $4,847
     MSFT23,826+5,325$4,847
Amazon Com Inc Com 1,643 +246 $4,532
     AMZN1,643+246$4,532
iShares Core S&P Mid Cap ETF (IJH) 19,058 -4,743 $3,389
     IJH19,058-4,743$3,389
Vanguard FTSE Emerging Markets ETF (VWO) 84,778 -19,386 $3,358
     VWO84,778-19,386$3,358
SPDR Nuveen Bloomberg Barclays St Muni Bd ETF (SHM) 62,295 +61,266 $3,106
     SHM62,295+61,266$3,106
Vanguard FTSE All World Ex US Index Fund (VEU) 57,470 -42,056 $2,736
     VEU57,470-42,056$2,736
Vanguard Dividend Appreciation Index Fund (VIG) 22,433 +86 $2,628
     VIG22,433+86$2,628
Vanguard FTSE Developed Markets ETF (VEA) 66,805 -41,722 $2,591
     VEA66,805-41,722$2,591
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 19,927 +19,927 $2,149
     SUB19,927+19,927$2,149
Rivernorth Marketplace Lending 140,518 -9,860 $2,086
     RSF140,518-9,860$2,086
Berkshire Hathaway Inc Del Cl B New      $2,075
     BRK.B10,135-1,706$1,808
     BRK.A1UNCH$267
iShares Short Maturity Muni Bond ETF (MEAR) 39,716 +39,716 $1,991
     MEAR39,716+39,716$1,991
Alphabet Inc Cap Stk Cl A 1,282 +226 $1,817
     GOOGL1,282+226$1,817
Mastercard Inc Cl A 6,061 -656 $1,789
     MA6,061-656$1,789
iShares National Muni Bond ETF (MUB) 15,165 +88 $1,750
     MUB15,165+88$1,750
iShares Core S&P 500 ETF (IVV) 5,507 +1,613 $1,705
     IVV5,507+1,613$1,705
Vanguard Total World Stock Index Fund (VT) 21,521 -12,596 $1,609
     VT21,521-12,596$1,609
Powershares QQQ Trust Series 1 (QQQ) 6,380 +2,279 $1,579
     QQQ6,380+2,279$1,579
Facebook Inc Cl A 6,931 +919 $1,572
     FB6,931+919$1,572
iShares Russell Mid Cap ETF (IWR) 28,777 -393 $1,542
     IWR28,777-393$1,542
iShares Russell 2000 ETF (IWM) 10,662 -3,649 $1,526
     IWM10,662-3,649$1,526
SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) 47,428 +201 $1,482
     SPMD47,428+201$1,482
iShares MSCI EAFE ETF (EFA) 23,722 -238 $1,444
     EFA23,722-238$1,444
iShares Russell 3000 ETF (IWV) 7,504 +2,966 $1,350
     IWV7,504+2,966$1,350
Servicenow Inc Com 3,312 +186 $1,340
     NOW3,312+186$1,340
Johnson & Johnson 9,010 -17 $1,265
     JNJ9,010-17$1,265
Adobe Sys Inc Com 2,806 +217 $1,220
     ADBE2,806+217$1,220
JPMorgan Chase & Co Com 12,850 +1,079 $1,206
     JPM12,850+1,079$1,206
Alphabet Inc Cap Stk Cl C 823 +75 $1,163
     GOOG823+75$1,163
iShares MSCI ACWI Ex US Index Fund (ACWX) 25,459 -6,020 $1,100
     ACWX25,459-6,020$1,100
Visa Inc Com Cl A 5,657 +868 $1,091
     V5,657+868$1,091
iShares S&P 500 Growth ETF (IVW) 5,218 +2,079 $1,082
     IVW5,218+2,079$1,082
Procter & Gamble Company 9,059 +811 $1,081
     PG9,059+811$1,081
Bank Amer Corp Com 45,179 +5,762 $1,071
     BAC45,179+5,762$1,071
iShares Core S&P U.S. Growth ETF (IUSG) 14,893 +15 $1,070
     IUSG14,893+15$1,070
iShares Russell Mid Cap Growth ETF (IWP) 6,649 +9 $1,051
     IWP6,649+9$1,051

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 06/30/2020: $381,141
At 03/31/2020: $310,157

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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