HoldingsChannel.com
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 1,514,598 +71,756 $122,758
     VCSH1,514,598+71,756$122,758
VANGUARD SCOTTSDALE FDS (VCIT) 842,490 +27,951 $76,869
     VCIT842,490+27,951$76,869
VANGUARD MALVERN FDS (VTIP) 1,484,400 +113,355 $72,810
     VTIP1,484,400+113,355$72,810
ISHARES TR (SHY) 390,475 -60,130 $33,120
     SHY390,475-60,130$33,120
SPDR SERIES TRUST (SJNK) 1,155,922 +17,286 $31,221
     SJNK1,155,922+17,286$31,221
ISHARES INC (IEMG) 624,139 +3,457 $30,595
     IEMG624,139+3,457$30,595
VANGUARD INDEX FDS (VNQ) 239,386 +7,526 $22,323
     VNQ239,386+7,526$22,323
MICROSOFT CORP      $14,002
     MSFT96,716+1,739$13,446
     Call4,000+4,000$556
SPDR SERIES TRUST (HYMB) 232,083 -11,464 $13,779
     HYMB232,083-11,464$13,779
APPLE INC 54,746 +8,626 $12,261
     AAPL54,746+8,626$12,261
SPDR S&P 500 ETF TR (SPY) 39,378 +471 $11,686
     SPY39,378+471$11,686
SCHWAB STRATEGIC TR 153,205 +4,429 $10,867
     SCHX153,205+4,429$10,867
FIRST TR EXCHANGE TRADED FD (FPE) 522,282 +56,061 $10,305
     FPE522,282+56,061$10,305
VANGUARD INDEX FDS (VV) 71,144 -4,994 $9,699
     VV71,144-4,994$9,699
SPDR SERIES TRUST (SHM) 184,717 -18,265 $9,049
     SHM184,717-18,265$9,049
VANGUARD SCOTTSDALE FDS (VGSH) 141,917 +141,917 $8,647
     VGSH141,917+141,917$8,647
SCHWAB STRATEGIC TR 227,104 -11,156 $7,222
     SCHC227,104-11,156$7,222
ISHARES TR (MUB) 62,329 -6,625 $7,112
     MUB62,329-6,625$7,112
ISHARES TR (QUAL) 74,065 +17,445 $6,844
     QUAL74,065+17,445$6,844
AMAZON COM INC      $6,581
     AMZN5,791+801$10,053
     Put2,000+1,300$3,472
BOEING CO      $6,094
     BA15,917+2,053$6,056
     Call100UNCH$38
RELIANCE STEEL & ALUMINUM CO 60,774 UNCH $6,057
     RS60,774UNCH$6,057
ISHARES TR (IWC) 64,368 -10,117 $5,674
     IWC64,368-10,117$5,674
ISHARES TR (IQLT) 190,991 +14,680 $5,669
     IQLT190,991+14,680$5,669
INTEL CORP 109,518 +56,788 $5,643
     INTC109,518+56,788$5,643
VANGUARD INDEX FDS (VTI) 36,593 -2,346 $5,526
     VTI36,593-2,346$5,526
SCHWAB STRATEGIC TR 97,833 +2,095 $5,268
     SCHZ97,833+2,095$5,268
US BANCORP DEL 95,097 -1,498 $5,263
     USB95,097-1,498$5,263
VANGUARD INDEX FDS (VTV) 44,065 -540 $4,918
     VTV44,065-540$4,918
ISHARES TR (EFV) 102,630 +31,770 $4,862
     EFV102,630+31,770$4,862
VISA INC 27,872 +15,655 $4,794
     V27,872+15,655$4,794
VANGUARD WHITEHALL FDS INC (VYM) 49,802 +7,277 $4,419
     VYM49,802+7,277$4,419
VANGUARD INTL EQUITY INDEX F (VNQI) 75,234 +6,162 $4,408
     VNQI75,234+6,162$4,408
SPDR INDEX SHS FDS (DWX) 111,817 +12,776 $4,355
     DWX111,817+12,776$4,355
VANGUARD INTL EQUITY INDEX F (VSS) 40,775 +3,521 $4,157
     VSS40,775+3,521$4,157
SCHWAB STRATEGIC TR 164,639 +23,220 $4,137
     SCHE164,639+23,220$4,137
FIRST TR EXCH TRD ALPHA FD I (FEM) 175,529 +110,426 $4,132
     FEM175,529+110,426$4,132
COSTCO WHSL CORP NEW 14,241 +313 $4,103
     COST14,241+313$4,103
ISHARES US ETF TR (COMT) 116,913 -73,770 $3,687
     COMT116,913-73,770$3,687
FIRST TR EXCHANGE TRADED FD (FTSL) 77,548 -5,956 $3,677
     FTSL77,548-5,956$3,677
CHEVRON CORP NEW 26,917 -2,511 $3,192
     CVX26,917-2,511$3,192
VANGUARD TAX MANAGED INTL FD (VEA) 74,625 +6,624 $3,066
     VEA74,625+6,624$3,066
TELEDYNE TECHNOLOGIES INC 9,088 UNCH $2,926
     TDY9,088UNCH$2,926
VANGUARD BD INDEX FD INC (BSV) 35,104 +9,076 $2,836
     BSV35,104+9,076$2,836
ISHARES INC (FM) 98,116 -483 $2,761
     FM98,116-483$2,761
STARBUCKS CORP 30,387 +346 $2,687
     SBUX30,387+346$2,687
NVIDIA CORP 15,391 +487 $2,679
     NVDA15,391+487$2,679
VANGUARD INDEX FDS (VBR) 19,591 +6,121 $2,524
     VBR19,591+6,121$2,524
SHERWIN WILLIAMS CO 4,560 +4,560 $2,507
     SHW4,560+4,560$2,507
ISHARES TR (TIP) 21,526 -265 $2,503
     TIP21,526-265$2,503

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 09/30/2019: $825,871
At 06/30/2019: $767,706

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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