HoldingsChannel.com
Dowling & Yahnke LLC Top Holdings
As of  06/30/2022, below is a summary of the Dowling & Yahnke LLC top holdings by largest position size, as per the latest 13f filing made by Dowling & Yahnke LLC. In the Dowling & Yahnke LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Dowling & Yahnke LLC in that top holding, then the share count change between reporting periods, and finally the Dowling & Yahnke LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD MUN BD FDS (VTEB) 2,060,340 -886,577 $102,852
     VTEB2,060,340-886,577$102,852
VANGUARD BD INDEX FDS (BSV) 1,119,597 +254,317 $85,974
     BSV1,119,597+254,317$85,974
APPLE INC 495,224 +6,060 $67,707
     AAPL495,224+6,060$67,707
RELIANCE STEEL & ALUMINUM CO 380,379 -5,647 $64,611
     RS380,379-5,647$64,611
VANGUARD BD INDEX FDS (BND) 766,134 +323,146 $57,659
     BND766,134+323,146$57,659
DIMENSIONAL ETF TRUST (DFAT) 1,309,876 +34,394 $52,683
     DFAT1,309,876+34,394$52,683
DIMENSIONAL ETF TRUST (DFUS) 1,231,898 +144,680 $50,200
     DFUS1,231,898+144,680$50,200
DIMENSIONAL ETF TRUST (DFAC) 2,150,050 +70,255 $50,096
     DFAC2,150,050+70,255$50,096
COCA COLA CO 788,214 -205 $49,587
     KO788,214-205$49,587
VANGUARD INDEX FDS (VOO) 131,542 +22,778 $45,629
     VOO131,542+22,778$45,629
MICROSOFT CORP 166,503 +3,401 $42,763
     MSFT166,503+3,401$42,763
VANGUARD STAR FDS (VXUS) 745,095 +67,411 $38,454
     VXUS745,095+67,411$38,454
VANGUARD WHITEHALL FDS (VWOB) 582,368 -80,662 $35,699
     VWOB582,368-80,662$35,699
J P MORGAN EXCHANGE TRADED F (JMST) 699,504 +269,154 $35,430
     JMST699,504+269,154$35,430
VANGUARD SCOTTSDALE FDS (VCSH) 447,340 +160,819 $34,114
     VCSH447,340+160,819$34,114
DIMENSIONAL ETF TRUST (DFUV) 1,035,379 +1,035,379 $32,718
     DFUV1,035,379+1,035,379$32,718
VANGUARD INTL EQUITY INDEX F (VEU) 569,766 +347,336 $28,465
     VEU569,766+347,336$28,465
AMAZON COM INC 257,603 +245,578 $27,360
     AMZN257,603+245,578$27,360
DIMENSIONAL ETF TRUST (DFIV) 827,171 -12,179 $23,897
     DFIV827,171-12,179$23,897
UNITEDHEALTH GROUP INC 42,747 +404 $21,956
     UNH42,747+404$21,956
ALPHABET INC 9,888 +210 $21,549
     GOOGL9,888+210$21,549
BERKSHIRE HATHAWAY INC DEL      $20,614
     BRK.B75,504+359$20,614
DIMENSIONAL ETF TRUST (DFAS) 420,386 -14,649 $20,179
     DFAS420,386-14,649$20,179
VANGUARD WORLD FDS (VPU) 132,062 +2,314 $20,120
     VPU132,062+2,314$20,120
COSTCO WHSL CORP NEW 40,641 -385 $19,478
     COST40,641-385$19,478
PERKINELMER INC 136,386 UNCH $19,397
     PKI136,386UNCH$19,397
QUALCOMM INC 142,999 +1,023 $18,267
     QCOM142,999+1,023$18,267
LILLY ELI & CO 55,669 +29 $18,050
     LLY55,669+29$18,050
JOHNSON & JOHNSON 95,525 +1,871 $16,957
     JNJ95,525+1,871$16,957
VISA INC 77,316 -358 $15,223
     V77,316-358$15,223
HOME DEPOT INC 55,464 -329 $15,212
     HD55,464-329$15,212
VANGUARD MALVERN FDS (VTIP) 302,768 +84,109 $15,175
     VTIP302,768+84,109$15,175
VANGUARD WORLD FDS (VDE) 152,321 -542 $15,151
     VDE152,321-542$15,151
VANGUARD WORLD FDS (VAW) 89,280 +673 $14,304
     VAW89,280+673$14,304
ISHARES TR (SOXX) 38,565 -1,064 $13,483
     SOXX38,565-1,064$13,483
MASTERCARD INCORPORATED 42,064 -62 $13,270
     MA42,064-62$13,270
VANGUARD INTL EQUITY INDEX F (VNQI) 290,735 +58,246 $12,871
     VNQI290,735+58,246$12,871
ABBVIE INC 78,677 -195 $12,050
     ABBV78,677-195$12,050
SELECT SECTOR SPDR TR (XLE) 156,785 +6,853 $11,212
     XLE156,785+6,853$11,212
IONIS PHARMACEUTICALS INC 302,571 UNCH $11,201
     IONS302,571UNCH$11,201
ALPHABET INC 4,994 -205 $10,924
     GOOG4,994-205$10,924
MCDONALDS CORP 44,111 +1,214 $10,890
     MCD44,111+1,214$10,890
SPDR S&P 500 ETF TR (SPY) 28,794 -179 $10,863
     SPY28,794-179$10,863
ADOBE SYSTEMS INCORPORATED 29,337 -16 $10,739
     ADBE29,337-16$10,739
PFIZER INC 203,946 -1,495 $10,693
     PFE203,946-1,495$10,693
JPMORGAN CHASE & CO 92,629 +3,116 $10,431
     JPM92,629+3,116$10,431
ISHARES TR (IJT) 95,317 -88 $10,039
     IJT95,317-88$10,039
TESLA INC 14,406 +1,663 $9,701
     TSLA14,406+1,663$9,701
MERCK & CO INC 105,658 +581 $9,633
     MRK105,658+581$9,633
PROCTER AND GAMBLE CO 66,764 +1,507 $9,600
     PG66,764+1,507$9,600

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

See Details: Top 10 Stocks Held By Dowling & Yahnke LLC

Size ($ in 1000's)
At 06/30/2022: $2,126,267
At 03/31/2022: $2,301,260

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

Dowling & Yahnke LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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