HoldingsChannel.com
Highland Private Wealth Management Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
MICROSOFT CORP 324,015 +2,413 $65,940
     MSFT324,015+2,413$65,940
AMAZON COM INC 19,052 -742 $52,562
     AMZN19,052-742$52,562
VANGUARD TAX MANAGED FDS (VEA) 946,411 +212,142 $36,711
     VEA946,411+212,142$36,711
ISHARES TR (IEFA) 491,066 +24,252 $28,069
     IEFA491,066+24,252$28,069
VANGUARD SPECIALIZED FUNDS (VIG) 195,922 +30,966 $22,958
     VIG195,922+30,966$22,958
ISHARES GOLD TRUST (IAU) 1,103,791 +34,610 $18,753
     IAU1,103,791+34,610$18,753
VANGUARD INDEX FDS (VOO) 63,009 +10,619 $17,859
     VOO63,009+10,619$17,859
VANGUARD BD INDEX FDS (BIV) 178,927 +27,761 $16,674
     BIV178,927+27,761$16,674
VANGUARD BD INDEX FDS (BSV) 192,408 +73,713 $15,993
     BSV192,408+73,713$15,993
SPDR S&P 500 ETF TR (SPY) 46,397 -918 $14,307
     SPY46,397-918$14,307
ISHARES TR (ESGD) 228,203 +19,600 $13,825
     ESGD228,203+19,600$13,825
ISHARES TR (EMB) 104,407 +1,458 $11,403
     EMB104,407+1,458$11,403
VANGUARD INTL EQUITY INDEX F (VWO) 258,585 +9,064 $10,243
     VWO258,585+9,064$10,243
ISHARES INC (IEMG) 213,574 +9,457 $10,166
     IEMG213,574+9,457$10,166
ISHARES TR (USRT) 228,102 +9,839 $9,918
     USRT228,102+9,839$9,918
SCHWAB STRATEGIC TR 328,267 -21,525 $9,766
     SCHF328,267-21,525$9,766
ISHARES TR (IWB) 40,424 -410 $6,940
     IWB40,424-410$6,940
ISHARES TR (IJR) 86,712 +10,948 $5,922
     IJR86,712+10,948$5,922
ISHARES TR (ESGU) 80,867 +9,920 $5,660
     ESGU80,867+9,920$5,660
APPLE INC 13,502 -311 $4,925
     AAPL13,502-311$4,925
BERKSHIRE HATHAWAY INC DEL      $4,806
     BRK.B26,927-1,541$4,806
ISHARES TR (IVV) 13,235 +39 $4,099
     IVV13,235+39$4,099
ISHARES INC (ESGE) 120,270 +9,175 $3,858
     ESGE120,270+9,175$3,858
VANGUARD INDEX FDS (VO) 21,077 +935 $3,455
     VO21,077+935$3,455
VANGUARD INTL EQUITY INDEX F (VEU) 70,483 -9,795 $3,356
     VEU70,483-9,795$3,356
VANGUARD WHITEHALL FDS (VWOB) 40,828 +4,560 $3,175
     VWOB40,828+4,560$3,175
ISHARES TR (SUSA) 21,000 -750 $2,809
     SUSA21,000-750$2,809
ISHARES TR (EFA) 45,701 -67,111 $2,782
     EFA45,701-67,111$2,782
VANGUARD STAR FDS (VXUS) 47,139 -16,951 $2,318
     VXUS47,139-16,951$2,318
ISHARES TR (IJH) 11,506 -669 $2,046
     IJH11,506-669$2,046
ALPHABET INC 1,370 -45 $1,942
     GOOGL1,370-45$1,942
SCHWAB STRATEGIC TR 35,324 +8,568 $1,828
     SCHD35,324+8,568$1,828
VANGUARD INDEX FDS (VB) 12,123 +1,197 $1,767
     VB12,123+1,197$1,767
JOHNSON & JOHNSON 10,387 +585 $1,461
     JNJ10,387+585$1,461
FACEBOOK INC 6,301 -3,326 $1,431
     FB6,301-3,326$1,431
UNITEDHEALTH GROUP INC 4,810 +734 $1,418
     UNH4,810+734$1,418
STARBUCKS CORP 18,761 -395 $1,380
     SBUX18,761-395$1,380
DISNEY WALT CO 11,031 -188 $1,230
     DIS11,031-188$1,230
INTEL CORP 18,320 +598 $1,096
     INTC18,320+598$1,096
ALPHABET INC 743 -1 $1,051
     GOOG743-1$1,051
JPMORGAN CHASE & CO 11,110 +343 $1,045
     JPM11,110+343$1,045
ISHARES TR (IWR) 18,591 -420 $996
     IWR18,591-420$996
CISCO SYS INC 20,633 +1,845 $963
     CSCO20,633+1,845$963
VISA INC 4,667 +594 $901
     V4,667+594$901
SPDR INDEX SHS FDS (SPDW) 32,585 +225 $900
     SPDW32,585+225$900
VERIZON COMMUNICATIONS INC 15,661 +1,663 $863
     VZ15,661+1,663$863
ADOBE INC 1,891 +429 $823
     ADBE1,891+429$823
HOME DEPOT INC 3,275 +523 $821
     HD3,275+523$821
PROCTER AND GAMBLE CO 6,804 -341 $814
     PG6,804-341$814
VANGUARD INDEX FDS (VNQ) 10,324 +127 $811
     VNQ10,324+127$811

See Full List: All Stocks Held By Highland Private Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Highland Private Wealth Management

Size ($ in 1000's)
At 06/30/2020: $464,948
At 03/31/2020: $365,778

Combined Holding Report Includes:
Highland Private Wealth Management
PARAMETRIC PORTFOLIO ASSOCIATES LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC

Highland Private Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Highland Private Wealth Management 13F filings. Link to 13F filings: SEC filings

Highland Private Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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