HoldingsChannel.com
Bronfman E.L. Rothschild L.P. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 348,366 +12,986 $93,763
     VOO348,366+12,986$93,763
ISHARES TR (IVV) 292,085 +8,852 $86,092
     IVV292,085+8,852$86,092
VANGUARD TAX MANAGED INTL FD (VEA) 1,756,263 +86,590 $73,254
     VEA1,756,263+86,590$73,254
ACCENTURE PLC IRELAND 344,962 +3,156 $63,739
     ACN344,962+3,156$63,739
ISHARES TR (IJR) 585,293 +23,239 $45,817
     IJR585,293+23,239$45,817
VANGUARD INDEX FDS (VO) 273,151 +26,181 $45,660
     VO273,151+26,181$45,660
SCHWAB STRATEGIC TR 1,415,555 +16,862 $45,425
     SCHF1,415,555+16,862$45,425
ISHARES TR (IJH) 221,673 +40,373 $43,062
     IJH221,673+40,373$43,062
FIRST TR EXCHANGE TRADED FD (EMLP) 1,545,051 +67,863 $38,858
     EMLP1,545,051+67,863$38,858
SCHWAB STRATEGIC TR 473,091 +17,091 $33,206
     SCHX473,091+17,091$33,206
ISHARES TR (IWM) 209,339 -12,640 $32,552
     IWM209,339-12,640$32,552
SCHWAB STRATEGIC TR 930,276 +78,170 $24,410
     SCHE930,276+78,170$24,410
SCHWAB STRATEGIC TR 309,517 +9,588 $22,124
     SCHA309,517+9,588$22,124
SPDR S&P 500 ETF TR (SPY)      $21,221
     SPY77,029+2$22,569
     Put4,600+4,600$1,348
APPLE INC 98,567 -2,802 $19,508
     AAPL98,567-2,802$19,508
VANGUARD INTL EQUITY INDEX F (VEU) 371,991 +32,374 $18,968
     VEU371,991+32,374$18,968
MICROSOFT CORP 133,119 -2,934 $17,833
     MSFT133,119-2,934$17,833
ISHARES TR (ISTB) 304,615 +5,046 $15,362
     ISTB304,615+5,046$15,362
VANGUARD INDEX FDS (VB) 95,891 +13,548 $15,022
     VB95,891+13,548$15,022
SCHWAB STRATEGIC TR 282,013 +12,407 $14,947
     SCHZ282,013+12,407$14,947
ISHARES TR (IGF) 286,599 +29,804 $13,241
     IGF286,599+29,804$13,241
VANGUARD INDEX FDS (VXF) 105,057 +8,357 $12,458
     VXF105,057+8,357$12,458
ISHARES TR (IXUS) 196,584 +21,333 $11,528
     IXUS196,584+21,333$11,528
ISHARES TR (IWV) 64,005 -1,487 $11,032
     IWV64,005-1,487$11,032
SPDR INDEX SHS FDS (RWO) 203,866 +8,257 $10,173
     RWO203,866+8,257$10,173
AMAZON COM INC 5,140 +323 $9,733
     AMZN5,140+323$9,733
VERIZON COMMUNICATIONS INC 161,669 -5,982 $9,236
     VZ161,669-5,982$9,236
BERKSHIRE HATHAWAY INC DEL      $9,088
     BRK.B42,632+1,078$9,088
ATLANTIC UN BANKSHARES CORP (AUB) 256,648 +256,648 $9,067
     AUB256,648+256,648$9,067
ISHARES TR (IWD) 71,077 +223 $9,042
     IWD71,077+223$9,042
ISHARES TR (EFA) 132,268 -5,584 $8,694
     EFA132,268-5,584$8,694
SPDR S&P MIDCAP 400 ETF TR (MDY) 24,163 -26 $8,568
     MDY24,163-26$8,568
ISHARES TR (IWF) 52,653 -1,666 $8,284
     IWF52,653-1,666$8,284
PFIZER INC 170,574 -657 $7,389
     PFE170,574-657$7,389
STRYKER CORP 34,518 +31,979 $7,096
     SYK34,518+31,979$7,096
SCHWAB STRATEGIC TR 125,855 -221 $7,087
     SCHP125,855-221$7,087
VANGUARD GROUP (VIG) 58,993 -252 $6,794
     VIG58,993-252$6,794
VANGUARD INTL EQUITY INDEX F (VWO) 156,692 +1,040 $6,664
     VWO156,692+1,040$6,664
MASTERCARD INC 24,477 -214 $6,475
     MA24,477-214$6,475
JOHNSON & JOHNSON 45,115 -9,095 $6,284
     JNJ45,115-9,095$6,284
STARBUCKS CORP 71,187 -2,164 $5,968
     SBUX71,187-2,164$5,968
COCA COLA CO 113,077 +5,571 $5,758
     KO113,077+5,571$5,758
PEPSICO INC 42,973 -1,990 $5,635
     PEP42,973-1,990$5,635
EXXON MOBIL CORP 69,171 +4,183 $5,301
     XOM69,171+4,183$5,301
VISA INC 30,113 -761 $5,226
     V30,113-761$5,226
ALPHABET INC 4,793 +253 $5,189
     GOOGL4,793+253$5,189
JPMORGAN CHASE & CO 45,172 -596 $5,050
     JPM45,172-596$5,050
PROCTER AND GAMBLE CO 46,053 +17 $5,050
     PG46,053+17$5,050
DISNEY WALT CO 36,123 -110 $5,044
     DIS36,123-110$5,044
EAGLE BANCORP INC MD 86,980 -16,444 $4,708
     EGBN86,980-16,444$4,708

See Full List: All Stocks Held By Bronfman E.L. Rothschild L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bronfman E.L. Rothschild L.P.

Size ($ in 1000's)
At 06/30/2019: $1,336,157
At 03/31/2019: $1,326,066

Bronfman E.L. Rothschild L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bronfman E.L. Rothschild L.P. 13F filings. Link to 13F filings: SEC filings

Bronfman E.L. Rothschild L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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