HoldingsChannel.com
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 1,578,292 -29,791 $124,843
     VCSH1,578,292-29,791$124,843
VANGUARD MALVERN FDS (VTIP) 1,583,432 -18,774 $77,145
     VTIP1,583,432-18,774$77,145
VANGUARD SCOTTSDALE FDS (VCIT) 862,440 -5,785 $75,110
     VCIT862,440-5,785$75,110
VANGUARD SCOTTSDALE FDS (VGSH) 672,314 +170,500 $41,912
     VGSH672,314+170,500$41,912
SPDR SER TR (SJNK) 1,292,578 +25,721 $30,453
     SJNK1,292,578+25,721$30,453
ISHARES INC (IEMG) 602,413 -50,542 $24,380
     IEMG602,413-50,542$24,380
APPLE INC 88,086 +19,770 $22,399
     AAPL88,086+19,770$22,399
SPDR S&P 500 ETF TR (SPY)      $20,713
     SPY85,362+43,087$22,002
     Put5,000+5,000$1,289
ISHARES TR (IQLT) 646,995 +436,435 $16,725
     IQLT646,995+436,435$16,725
MICROSOFT CORP      $16,588
     MSFT100,179-74$15,799
     Call5,000+5,000$789
VANGUARD INDEX FDS (VNQ) 232,930 -19,046 $16,270
     VNQ232,930-19,046$16,270
VANGUARD TAX MANAGED INTL FD (VEA) 439,550 +359,406 $14,655
     VEA439,550+359,406$14,655
VANGUARD INDEX FDS (VTV) 159,935 +108,951 $14,244
     VTV159,935+108,951$14,244
ISHARES TR (QUAL) 170,079 +82,744 $13,783
     QUAL170,079+82,744$13,783
ISHARES TR (EFV) 303,553 +175,813 $10,834
     EFV303,553+175,813$10,834
AMAZON COM INC      $9,827
     AMZN4,840-249$9,437
     Call200+200$390
VANGUARD INDEX FDS (VV) 78,552 +11,956 $9,303
     VV78,552+11,956$9,303
FIRST TR EXCH TRADED FD III (FPE) 553,800 -52,735 $9,082
     FPE553,800-52,735$9,082
ISHARES TR (MUB) 78,868 +23,331 $8,913
     MUB78,868+23,331$8,913
SPDR SER TR (SHM) 179,345 +5,178 $8,770
     SHM179,345+5,178$8,770
SCHWAB STRATEGIC TR 142,677 -3,110 $8,739
     SCHX142,677-3,110$8,739
VANGUARD INTL EQUITY INDEX F (VSS) 109,044 +63,165 $8,533
     VSS109,044+63,165$8,533
VANGUARD INDEX FDS (VB) 68,195 +50,102 $7,872
     VB68,195+50,102$7,872
ISHARES TR (IWC) 114,881 +51,540 $7,700
     IWC114,881+51,540$7,700
FIRST TR EXCHANGE TRADED FD (FTSL) 174,647 +98,914 $7,298
     FTSL174,647+98,914$7,298
SPDR SER TR (HYMB) 131,006 -103,306 $7,169
     HYMB131,006-103,306$7,169
FIRST TR EXCHANGE TRADED ALP (FEM) 379,858 +201,130 $6,682
     FEM379,858+201,130$6,682
RELIANCE STEEL & ALUMINUM CO 76,131 +11,270 $6,668
     RS76,131+11,270$6,668
ADVANCED MICRO DEVICES INC 138,116 +6,466 $6,282
     AMD138,116+6,466$6,282
VISA INC 35,305 +5,914 $5,688
     V35,305+5,914$5,688
VANECK VECTORS ETF TR (HYD) 104,369 +71,641 $5,454
     HYD104,369+71,641$5,454
VANGUARD INTL EQUITY INDEX F (VWO) 153,047 +112,715 $5,135
     VWO153,047+112,715$5,135
VANGUARD INDEX FDS (VTI) 39,334 +35 $5,071
     VTI39,334+35$5,071
SCHWAB STRATEGIC TR 89,856 -3,870 $4,876
     SCHZ89,856-3,870$4,876
SPDR SER TR (SPSB) 159,393 +83,317 $4,822
     SPSB159,393+83,317$4,822
SPDR INDEX SHS FDS (EWX) 133,589 +107,032 $4,423
     EWX133,589+107,032$4,423
VANGUARD INDEX FDS (VBR) 48,308 +23,876 $4,290
     VBR48,308+23,876$4,290
ISHARES TR (SHY) 47,586 -103,178 $4,124
     SHY47,586-103,178$4,124
INVESCO QQQ TR 21,650 +8,389 $4,122
     QQQ21,650+8,389$4,122
COSTCO WHSL CORP NEW 14,179 +355 $4,043
     COST14,179+355$4,043
SCHWAB STRATEGIC TR 82,085 +71,912 $3,634
     SCHV82,085+71,912$3,634
SCHWAB STRATEGIC TR 171,239 +121,059 $3,601
     FNDF171,239+121,059$3,601
INVESCO EXCHANGE TRADED FD T (PBP) 209,158 +135,936 $3,499
     PBP209,158+135,936$3,499
SCHWAB STRATEGIC TR 166,341 +6,719 $3,442
     SCHE166,341+6,719$3,442
INTEL CORP 63,342 -8,990 $3,428
     INTC63,342-8,990$3,428
NETFLIX INC 8,552 -270 $3,211
     NFLX8,552-270$3,211
SCHWAB STRATEGIC TR 126,206 -96,576 $3,079
     SCHC126,206-96,576$3,079
VANGUARD WHITEHALL FDS (VYM) 43,132 -7,785 $3,052
     VYM43,132-7,785$3,052
SPDR INDEX SHS FDS (DWX) 99,198 -28,068 $3,038
     DWX99,198-28,068$3,038
VANGUARD INTL EQUITY INDEX F (VNQI) 70,597 -8,988 $3,029
     VNQI70,597-8,988$3,029

See Full List: All Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Size ($ in 1000's)
At 03/31/2020: $914,842
At 12/31/2019: $910,045

Empirical Financial Services LLC d.b.a. Empirical Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Empirical Financial Services LLC d.b.a. Empirical Wealth Management 13F filings. Link to 13F filings: SEC filings

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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