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Empirical Financial Services LLC d.b.a. Empirical Wealth Management Top Holdings
As of  06/30/2022, below is a summary of the Empirical Financial Services LLC d.b.a. Empirical Wealth Management top holdings by largest position size, as per the latest 13f filing made by Empirical Financial Services LLC d.b.a. Empirical Wealth Management. In the Empirical Financial Services LLC d.b.a. Empirical Wealth Management-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 Empirical Financial Services LLC d.b.a. Empirical Wealth Management in that top holding, then the share count change between reporting periods, and finally the Empirical Financial Services LLC d.b.a. Empirical Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VCSH) 1,733,713 -125,362 $132,213
     VCSH1,733,713-125,362$132,213
VANGUARD MALVERN FDS (VTIP) 2,484,716 -36,908 $124,534
     VTIP2,484,716-36,908$124,534
VANGUARD SCOTTSDALE FDS (VCIT) 960,338 -40,241 $76,846
     VCIT960,338-40,241$76,846
ISHARES TR (MTUM) 454,968 +72,217 $62,044
     MTUM454,968+72,217$62,044
DIMENSIONAL ETF TRUST (DFUV) 1,752,621 +1,752,621 $55,383
     DFUV1,752,621+1,752,621$55,383
ISHARES INC (IEMG) 985,345 +38,927 $48,341
     IEMG985,345+38,927$48,341
APPLE INC 351,259 +23,384 $48,024
     AAPL351,259+23,384$48,024
ISHARES TR (IQLT) 1,469,257 +240,416 $45,444
     IQLT1,469,257+240,416$45,444
SPDR SER TR (SJNK) 1,869,338 +12,318 $45,088
     SJNK1,869,338+12,318$45,088
VANGUARD SCOTTSDALE FDS (VGSH) 756,380 -54,367 $44,521
     VGSH756,380-54,367$44,521
VANGUARD INDEX FDS (VTV) 314,139 +5,271 $41,429
     VTV314,139+5,271$41,429
DIMENSIONAL ETF TRUST (DFIV) 1,394,246 +97,633 $40,280
     DFIV1,394,246+97,633$40,280
ISHARES TR (QUAL) 348,988 +26,444 $38,992
     QUAL348,988+26,444$38,992
SPDR S&P 500 ETF TR (SPY) 98,153 +2,347 $37,028
     SPY98,153+2,347$37,028
VANGUARD INDEX FDS (VNQ) 370,073 +589 $33,717
     VNQ370,073+589$33,717
ISHARES TR (EFV) 758,223 +14,081 $32,907
     EFV758,223+14,081$32,907
MICROSOFT CORP 121,313 +202 $31,157
     MSFT121,313+202$31,157
VANGUARD TAX MANAGED INTL FD (VEA) 722,373 +44,359 $29,473
     VEA722,373+44,359$29,473
DIMENSIONAL ETF TRUST (DFAT) 713,570 +68,968 $28,700
     DFAT713,570+68,968$28,700
BELPOINTE PREP LLC 236,423 -813 $23,103
     OZ236,423-813$23,103
VANGUARD INTL EQUITY INDEX F (VSS) 197,564 +16,815 $20,391
     VSS197,564+16,815$20,391
DIMENSIONAL ETF TRUST (DFAC) 872,928 -41,593 $20,339
     DFAC872,928-41,593$20,339
VANGUARD INDEX FDS (VBR) 119,842 -9,326 $17,955
     VBR119,842-9,326$17,955
RELIANCE STEEL & ALUMINUM CO 102,132 +6,059 $17,348
     RS102,132+6,059$17,348
FIRST TR EXCH TRADED FD III (FPE) 834,342 +19,731 $14,376
     FPE834,342+19,731$14,376
AMAZON COM INC 129,509 +123,428 $13,755
     AMZN129,509+123,428$13,755
DIMENSIONAL ETF TRUST (DFAS) 274,050 -9,943 $13,154
     DFAS274,050-9,943$13,154
ISHARES TR (IWC) 125,615 +25,790 $13,059
     IWC125,615+25,790$13,059
AMERICAN CENTY ETF TR (AVDV) 247,370 +59,975 $13,051
     AVDV247,370+59,975$13,051
ALPHABET INC 5,736 +2,295 $12,548
     GOOG5,736+2,295$12,548
VANGUARD INTL EQUITY INDEX F (VWO) 296,883 +45,061 $12,365
     VWO296,883+45,061$12,365
ISHARES TR (MUB) 115,335 +41,193 $12,267
     MUB115,335+41,193$12,267
JOHNSON & JOHNSON 69,088 -1,665 $12,264
     JNJ69,088-1,665$12,264
VANGUARD INDEX FDS (VB) 68,890 -244 $12,132
     VB68,890-244$12,132
SCHWAB STRATEGIC TR 267,495 -22,635 $11,946
     SCHX267,495-22,635$11,946
VANGUARD INDEX FDS (VV) 67,987 -45 $11,718
     VV67,987-45$11,718
ADOBE SYSTEMS INCORPORATED 31,607 +19 $11,570
     ADBE31,607+19$11,570
FIRST TR EXCH TRD ALPHDX FD (FEM) 533,199 +153,133 $11,375
     FEM533,199+153,133$11,375
SPDR SER TR (SPSB) 363,473 +224,378 $10,806
     SPSB363,473+224,378$10,806
ISHARES TR (ESGD) 154,559 -22,477 $9,700
     ESGD154,559-22,477$9,700
ISHARES TR (SUB) 91,870 +88,310 $9,616
     SUB91,870+88,310$9,616
VANGUARD INDEX FDS (VTI) 50,833 -2,240 $9,588
     VTI50,833-2,240$9,588
VANECK ETF TRUST (HYD) 167,827 +66,059 $9,037
     HYD167,827+66,059$9,037
SCHWAB STRATEGIC TR 140,944 +41,779 $8,798
     SCHV140,944+41,779$8,798
VANGUARD WELLINGTON FD (VFMO) 80,792 +39,308 $8,611
     VFMO80,792+39,308$8,611
SPDR SER TR (SHM) 178,392 +49,236 $8,431
     SHM178,392+49,236$8,431
VANGUARD INTL EQUITY INDEX F (VNQI) 180,999 +1,406 $8,013
     VNQI180,999+1,406$8,013
SPDR INDEX SHS FDS (EWX) 159,131 +23,772 $7,742
     EWX159,131+23,772$7,742
CHEVRON CORP NEW 52,744 +34,321 $7,636
     CVX52,744+34,321$7,636
NUSHARES ETF TR (NULV) 228,475 -6,018 $7,627
     NULV228,475-6,018$7,627

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 06/30/2022: $1,905,522
At 03/31/2022: $2,005,655

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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