HoldingsChannel.com
Cpwm LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP COM 371,701 +3,436 $58,621
     MSFT371,701+3,436$58,621
AMAZON COM INC COM 20,983 +437 $40,911
     AMZN20,983+437$40,911
STARBUCKS CORP COM 619,647 -19,162 $40,736
     SBUX619,647-19,162$40,736
APPLE INC COM 118,614 +5,666 $30,162
     AAPL118,614+5,666$30,162
PACCAR INC COM 460,527 +6,688 $28,152
     PCAR460,527+6,688$28,152
ISHARES TR RUS 1000 GRW ETF (IWF) 163,643 -9,006 $24,653
     IWF163,643-9,006$24,653
VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) 211,466 +42,719 $21,863
     VIG211,466+42,719$21,863
SPDR S&P 500 ETF TR TR UNIT (SPY) 71,903 +2,250 $18,533
     SPY71,903+2,250$18,533
ISHARES TR CORE US AGGBD ET (AGG) 128,031 -14,311 $14,771
     AGG128,031-14,311$14,771
ISHARES TR MSCI ACWI ETF (ACWI) 231,125 -3,323 $14,462
     ACWI231,125-3,323$14,462
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (VT) 220,334 -16,296 $13,837
     VT220,334-16,296$13,837
COSTCO WHSL CORP NEW COM 43,536 +580 $12,413
     COST43,536+580$12,413
ISHARES TR SELECT DIVID ETF (DVY) 162,956 +140,131 $11,984
     DVY162,956+140,131$11,984
ALPHABET INC CAP STK CL A 10,156 +1,060 $11,801
     GOOGL10,156+1,060$11,801
ALPHABET INC CAP STK CL C 8,940 +41 $10,396
     GOOG8,940+41$10,396
ISHARES TR CORE S&P500 ETF (IVV) 37,011 +1,525 $9,564
     IVV37,011+1,525$9,564
ISHARES TR MSCI EMG MKT ETF (EEM) 278,575 +64,443 $9,508
     EEM278,575+64,443$9,508
OMEROS CORP COM 698,939 -7,802 $9,345
     OMER698,939-7,802$9,345
VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) 127,466 -66,186 $9,018
     VYM127,466-66,186$9,018
INTEL CORP COM 163,645 +4,232 $8,856
     INTC163,645+4,232$8,856
CISCO SYS INC COM 195,546 +4,258 $7,687
     CSCO195,546+4,258$7,687
ISHARES TR SH TR CRPORT ETF (IGSB) 146,503 -5,091 $7,671
     IGSB146,503-5,091$7,671
INVESCO EXCHANGE TRADED FD T S&P500 LOW VOL (SPLV) 159,922 -17,555 $7,504
     SPLV159,922-17,555$7,504
SMARTSHEET INC COM CL A 163,335 +163,335 $6,780
     SMAR163,335+163,335$6,780
BERKSHIRE HATHAWAY INC DEL CL B NEW      $6,769
     BRK.B26,608+34$4,865
     BRK.A7UNCH$1,904
JOHNSON & JOHNSON COM 50,876 +1,975 $6,671
     JNJ50,876+1,975$6,671
ENTERPRISE PRODS PARTNERS L COM 455,448 -24,855 $6,513
     EPD455,448-24,855$6,513
ISHARES TR INTL DEVPPTY ETF (WPS) 219,034 -12,930 $6,096
     WPS219,034-12,930$6,096
AMERICAN WTR WKS CO INC NEW COM 50,478 +50 $6,035
     AWK50,478+50$6,035
ISHARES TR TIPS BD ETF (TIP) 49,444 -7,956 $5,830
     TIP49,444-7,956$5,830
KIMBERLY CLARK CORP COM 43,060 -375 $5,506
     KMB43,060-375$5,506
ISHARES TR 0 5 YR TIPS ETF (STIP) 54,914 -4,559 $5,486
     STIP54,914-4,559$5,486
TRINET GROUP INC COM 130,215 -3,182 $4,904
     TNET130,215-3,182$4,904
VANGUARD INDEX FDS S&P 500 ETF SHS (VOO) 19,637 -1,354 $4,650
     VOO19,637-1,354$4,650
ISHARES TR RUS 1000 ETF (IWB) 29,226 -403 $4,136
     IWB29,226-403$4,136
ISHARES TR MICRO CAP ETF (IWC) 60,889 +36,318 $4,081
     IWC60,889+36,318$4,081
AMERICAN CENTY ETF TR US SML CP VALU (AVUV) 125,205 +125,205 $3,898
     AVUV125,205+125,205$3,898
ALIGN TECHNOLOGY INC COM 22,266 +31 $3,873
     ALGN22,266+31$3,873
AMERICAN CENTY ETF TR INTL EQT ETF (AVDE) 92,681 +92,681 $3,682
     AVDE92,681+92,681$3,682
FACEBOOK INC CL A 21,770 +2,585 $3,631
     FB21,770+2,585$3,631
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 72,212 +400 $3,195
     BAM72,212+400$3,195
VANGUARD INDEX FDS TOTAL STK MKT (VTI) 24,751 +16,222 $3,191
     VTI24,751+16,222$3,191
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC (JPST) 63,911 -82,151 $3,174
     JPST63,911-82,151$3,174
PROCTER & GAMBLE CO COM 28,063 +153 $3,087
     PG28,063+153$3,087
ABBVIE INC COM 39,942 +44 $3,043
     ABBV39,942+44$3,043
OMNICOM GROUP INC COM 55,187 +35 $3,030
     OMC55,187+35$3,030
BOEING CO COM 20,075 +447 $2,994
     BA20,075+447$2,994
VANGUARD BD INDEX FDS SHORT TRM BOND (BSV) 36,267 +1,226 $2,980
     BSV36,267+1,226$2,980
JPMORGAN CHASE & CO COM 32,964 -4,390 $2,968
     JPM32,964-4,390$2,968
PFIZER INC COM 90,002 -21,054 $2,938
     PFE90,002-21,054$2,938

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

See Details: Top 10 Stocks Held By Cpwm LLC

Size ($ in 1000's)
At 03/31/2020: $684,517
At 12/31/2019: $820,103

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

Cpwm LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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