HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD SCOTTSDALE FDS (VCSH) |
1,874,955 | +51,236 | $141,859 |
| VCSH | 1,874,955 | +51,236 | $141,859 |
| VANGUARD MALVERN FDS (VTIP) |
2,521,521 | +213,614 | $119,571 |
| VTIP | 2,521,521 | +213,614 | $119,571 |
| ISHARES TR (MTUM) |
754,835 | +53,074 | $108,885 |
| MTUM | 754,835 | +53,074 | $108,885 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
1,077,370 | +24,657 | $85,145 |
| VCIT | 1,077,370 | +24,657 | $85,145 |
| ISHARES TR (IQLT) |
2,174,614 | +120,959 | $77,416 |
| IQLT | 2,174,614 | +120,959 | $77,416 |
| ISHARES TR (QUAL) |
571,533 | +39,070 | $77,083 |
| QUAL | 571,533 | +39,070 | $77,083 |
| ISHARES INC (IEMG) |
1,445,268 | +48,507 | $71,237 |
| IEMG | 1,445,268 | +48,507 | $71,237 |
| APPLE INC |
365,129 | -22,315 | $70,824 |
| AAPL | 365,129 | -22,315 | $70,824 |
| ISHARES TR (EFV) |
1,293,566 | +87,904 | $63,307 |
| EFV | 1,293,566 | +87,904 | $63,307 |
| DIMENSIONAL ETF TRUST (DFUV) |
1,779,443 | -14,694 | $61,391 |
| DFUV | 1,779,443 | -14,694 | $61,391 |
| MICROSOFT CORP |
167,539 | +20,770 | $57,054 |
| MSFT | 167,539 | +20,770 | $57,054 |
| SPDR SER TR (SJNK) |
2,286,516 | +143,165 | $56,477 |
| SJNK | 2,286,516 | +143,165 | $56,477 |
| DIMENSIONAL ETF TRUST (DFIV) |
1,646,157 | +38,720 | $54,076 |
| DFIV | 1,646,157 | +38,720 | $54,076 |
| VANGUARD INDEX FDS (VTV) |
332,588 | -29,800 | $47,261 |
| VTV | 332,588 | -29,800 | $47,261 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
769,215 | +22,561 | $44,407 |
| VGSH | 769,215 | +22,561 | $44,407 |
| VANGUARD INDEX FDS (VNQ) |
525,205 | +41,796 | $43,886 |
| VNQ | 525,205 | +41,796 | $43,886 |
| SPDR S&P 500 ETF TR (SPY) |
96,688 | -995 | $42,860 |
| SPY | 96,688 | -995 | $42,860 |
| DIMENSIONAL ETF TRUST (DFAT) |
827,669 | +21,105 | $38,396 |
| DFAT | 827,669 | +21,105 | $38,396 |
| VANGUARD TAX MANAGED FDS (VEA) |
742,039 | -977 | $34,267 |
| VEA | 742,039 | -977 | $34,267 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
237,037 | -21,870 | $26,188 |
| VSS | 237,037 | -21,870 | $26,188 |
| AMERICAN CENTY ETF TR (AVDV) |
433,505 | +40,699 | $24,953 |
| AVDV | 433,505 | +40,699 | $24,953 |
| ISHARES TR (STIP) |
252,387 | -10,768 | $24,633 |
| STIP | 252,387 | -10,768 | $24,633 |
| BELPOINTE PREP LLC |
273,562 | -8,202 | $23,537 |
| OZ | 273,562 | -8,202 | $23,537 |
| VANGUARD INDEX FDS (VBR) |
134,469 | -22,723 | $22,241 |
| VBR | 134,469 | -22,723 | $22,241 |
| DIMENSIONAL ETF TRUST (DFAC) |
791,623 | -21,373 | $21,493 |
| DFAC | 791,623 | -21,373 | $21,493 |
| ISHARES TR (ESGD) |
286,857 | +24,411 | $20,920 |
| ESGD | 286,857 | +24,411 | $20,920 |
| FIRST TR EXCH TRADED FD III (FPE) |
1,027,651 | +37,548 | $16,412 |
| FPE | 1,027,651 | +37,548 | $16,412 |
| DIMENSIONAL ETF TRUST (DFAS) |
299,087 | +9,106 | $16,390 |
| DFAS | 299,087 | +9,106 | $16,390 |
 NVIDIA CORPORATION |
$15,692 | ||
| NVDA | 53,595 | +23,885 | $22,672 |
| Put | 16,500 | +16,500 | $6,980 |
| AMAZON COM INC |
115,589 | +1,170 | $15,068 |
| AMZN | 115,589 | +1,170 | $15,068 |
| COSTCO WHSL CORP NEW |
27,024 | +10,841 | $14,549 |
| COST | 27,024 | +10,841 | $14,549 |
| FIRST TR EXCH TRD ALPHDX FD (FEM) |
649,790 | -28,133 | $13,763 |
| FEM | 649,790 | -28,133 | $13,763 |
| SCHWAB STRATEGIC TR |
252,591 | +6,993 | $13,228 |
| SCHX | 252,591 | +6,993 | $13,228 |
| VANGUARD INDEX FDS (VB) |
66,168 | -15,924 | $13,160 |
| VB | 66,168 | -15,924 | $13,160 |
| CHEVRON CORP NEW |
81,997 | +7,605 | $12,902 |
| CVX | 81,997 | +7,605 | $12,902 |
| ISHARES TR (IWC) |
117,173 | -3,147 | $12,807 |
| IWC | 117,173 | -3,147 | $12,807 |
| ADOBE SYSTEMS INCORPORATED |
26,065 | -35 | $12,746 |
| ADBE | 26,065 | -35 | $12,746 |
| ARCH CAP GROUP LTD |
167,408 | -8,508 | $12,530 |
| ACGL | 167,408 | -8,508 | $12,530 |
| VANGUARD INDEX FDS (VV) |
61,314 | -2,086 | $12,430 |
| VV | 61,314 | -2,086 | $12,430 |
| NVR INC |
1,934 | -93 | $12,282 |
| NVR | 1,934 | -93 | $12,282 |
| NUSHARES ETF TR (NULV) |
338,856 | +48,996 | $11,741 |
| NULV | 338,856 | +48,996 | $11,741 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
291,881 | +33,177 | $11,731 |
| VNQI | 291,881 | +33,177 | $11,731 |
| SPDR SER TR (HYMB) |
457,844 | +68,897 | $11,451 |
| HYMB | 457,844 | +68,897 | $11,451 |
| CISCO SYS INC |
219,436 | +127,327 | $11,354 |
| CSCO | 219,436 | +127,327 | $11,354 |
| JOHNSON & JOHNSON |
67,229 | -1,571 | $11,128 |
| JNJ | 67,229 | -1,571 | $11,128 |
| EXXON MOBIL CORP |
$10,834 | ||
| XOM | 100,720 | +36,411 | $10,802 |
| Call | 300 | +300 | $32 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
264,364 | -6,044 | $10,754 |
| VWO | 264,364 | -6,044 | $10,754 |
| SCHWAB STRATEGIC TR |
317,924 | +129,044 | $10,736 |
| SCHC | 317,924 | +129,044 | $10,736 |
| SCHWAB STRATEGIC TR |
157,928 | -519 | $10,595 |
| SCHV | 157,928 | -519 | $10,595 |
| VANGUARD INDEX FDS (VTI) |
47,763 | -3,053 | $10,521 |
| VTI | 47,763 | -3,053 | $10,521 |
See Full List: All Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Empirical Financial Services LLC d.b.a. Empirical Wealth Management
|
Size ($ in 1000's)
At 06/30/2023: $2,485,466 At 03/31/2023: $2,305,874 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 |
