HoldingsChannel.com
Bronfman E.L. Rothschild L.P. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 335,380 +8,670 $87,045
     VOO335,380+8,670$87,045
ISHARES TR (IVV) 283,233 +15,080 $80,597
     IVV283,233+15,080$80,597
VANGUARD TAX MANAGED INTL (VEA) 1,669,673 +177,987 $68,240
     VEA1,669,673+177,987$68,240
ACCENTURE PLC IRELAND 341,806 -875 $60,165
     ACN341,806-875$60,165
SCHWAB STRATEGIC TR 1,398,693 -85,965 $43,793
     SCHF1,398,693-85,965$43,793
ISHARES TR (IJR) 562,054 +34,469 $43,362
     IJR562,054+34,469$43,362
VANGUARD INDEX FDS (VO) 246,970 +18,197 $39,700
     VO246,970+18,197$39,700
FIRST TR EXCHANGE TRADED F (EMLP) 1,477,188 +82,931 $36,531
     EMLP1,477,188+82,931$36,531
ISHARES TR (IJH) 181,300 +33,960 $34,338
     IJH181,300+33,960$34,338
ISHARES TR (IWM) 221,979 -3,290 $33,983
     IWM221,979-3,290$33,983
SCHWAB STRATEGIC TR 456,000 +8,990 $30,830
     SCHX456,000+8,990$30,830
SCHWAB STRATEGIC TR 852,106 +20,061 $22,163
     SCHE852,106+20,061$22,163
SPDR S&P 500 ETF TR (SPY) 77,027 +695 $21,758
     SPY77,027+695$21,758
SCHWAB STRATEGIC TR 299,929 +10,510 $20,974
     SCHA299,929+10,510$20,974
APPLE INC 101,369 +2,644 $19,255
     AAPL101,369+2,644$19,255
VANGUARD INTL EQUITY INDEX (VEU) 339,617 -3,790 $17,032
     VEU339,617-3,790$17,032
MICROSOFT CORP 136,053 +4,240 $16,046
     MSFT136,053+4,240$16,046
ISHARES TR (ISTB) 299,569 +45,502 $14,937
     ISTB299,569+45,502$14,937
SCHWAB STRATEGIC TR 269,606 +20,438 $13,987
     SCHZ269,606+20,438$13,987
VANGUARD INDEX FDS (VB) 82,343 +6,514 $12,582
     VB82,343+6,514$12,582
ISHARES TR (IGF) 256,795 +28,038 $11,509
     IGF256,795+28,038$11,509
VANGUARD INDEX FDS (VXF) 96,700 +24,039 $11,165
     VXF96,700+24,039$11,165
ISHARES TR (IWV) 65,492 +5,745 $10,917
     IWV65,492+5,745$10,917
ISHARES TR (IXUS) 175,251 +44,644 $10,177
     IXUS175,251+44,644$10,177
VERIZON COMMUNICATIONS INC 167,651 +11,283 $9,913
     VZ167,651+11,283$9,913
SPDR INDEX SHS FDS (RWO) 195,609 +6,917 $9,786
     RWO195,609+6,917$9,786
ISHARES TR (EFA) 137,852 -4,139 $8,941
     EFA137,852-4,139$8,941
ISHARES TR (IWD) 70,854 -9,208 $8,750
     IWD70,854-9,208$8,750
BERKSHIRE HATHAWAY INC DEL      $8,649
     BRK.B41,554-1,400$8,348
     BRK.A1UNCH$301
UNION BANKSHARES CORP NEW (UBSH) 267,233 +266,520 $8,640
     UBSH267,233+266,520$8,640
AMAZON COM INC 4,817 +172 $8,578
     AMZN4,817+172$8,578
SPDR S&P MIDCAP 400 ETF TR (MDY) 24,189 -682 $8,355
     MDY24,189-682$8,355
ISHARES TR (IWF) 54,319 -4,235 $8,222
     IWF54,319-4,235$8,222
JOHNSON & JOHNSON 54,210 +14,335 $7,578
     JNJ54,210+14,335$7,578
PFIZER INC 171,231 -9,927 $7,272
     PFE171,231-9,927$7,272
SCHWAB STRATEGIC TR 126,076 +4,697 $6,934
     SCHP126,076+4,697$6,934
VANGUARD INTL EQUITY INDEX (VWO) 155,652 +5,158 $6,615
     VWO155,652+5,158$6,615
VANGUARD GROUP (VIG) 59,245 -1,506 $6,496
     VIG59,245-1,506$6,496
MASTERCARD INC 24,691 -833 $5,813
     MA24,691-833$5,813
PEPSICO INC 44,963 +915 $5,510
     PEP44,963+915$5,510
STARBUCKS CORP 73,351 +36,808 $5,453
     SBUX73,351+36,808$5,453
ALPHABET INC 4,540 -71 $5,342
     GOOGL4,540-71$5,342
EXXON MOBIL CORP 64,988 +225 $5,251
     XOM64,988+225$5,251
EAGLE BANCORP INC MD 103,424 -10,336 $5,192
     EGBN103,424-10,336$5,192
COCA COLA CO 107,506 +1,928 $5,038
     KO107,506+1,928$5,038
VISA INC 30,874 -872 $4,822
     V30,874-872$4,822
PROCTER AND GAMBLE CO 46,036 -899 $4,790
     PG46,036-899$4,790
JPMORGAN CHASE & CO 45,768 -2,053 $4,633
     JPM45,768-2,053$4,633
ALPHABET INC 3,769 +176 $4,422
     GOOG3,769+176$4,422
ISHARES TR (IWB) 26,371 -1,136 $4,148
     IWB26,371-1,136$4,148

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 03/31/2019: $1,326,066
At 12/31/2018: $1,124,089

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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