HoldingsChannel.com
Robertson Stephens Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 29,168 -686 $8,588
     SPY29,168-686$8,588
ISHARES TR (IVV) 26,019 +4,510 $7,669
     IVV26,019+4,510$7,669
ISHARES TR (IEFA) 90,961 -53,930 $5,585
     IEFA90,961-53,930$5,585
ISHARES TR (LQD) 44,113 +25,119 $5,486
     LQD44,113+25,119$5,486
ISHARES TR (TLT) 41,217 -1,200 $5,474
     TLT41,217-1,200$5,474
SELECT SECTOR SPDR TR (XLK) 60,897 -71,226 $4,752
     XLK60,897-71,226$4,752
VANGUARD INDEX FDS (VUG) 24,702 +3 $4,046
     VUG24,702+3$4,046
SELECT SECTOR SPDR TR (XLV) 42,141 -34,551 $3,904
     XLV42,141-34,551$3,904
ISHARES TR (IJR) 45,317 +1,846 $3,547
     IJR45,317+1,846$3,547
VANGUARD GROUP (VIG) 30,410 +17,245 $3,502
     VIG30,410+17,245$3,502
SELECT SECTOR SPDR TR (XLY) 23,685 -9,913 $2,823
     XLY23,685-9,913$2,823
SELECT SECTOR SPDR TR (XLF) 89,868 -42,117 $2,480
     XLF89,868-42,117$2,480
ISHARES TR (IWF) 15,442 +16 $2,430
     IWF15,442+16$2,430
ISHARES TR (IJH) 11,585 +841 $2,251
     IJH11,585+841$2,251
ISHARES TR (EFG) 27,852 -2,303 $2,250
     EFG27,852-2,303$2,250
MCCORMICK & CO INC 13,778 +13,778 $2,136
     MKC13,778+13,778$2,136
ISHARES TR (EFA) 28,589 +21,404 $1,879
     EFA28,589+21,404$1,879
ISHARES TR (SCZ) 32,302 -1,833 $1,854
     SCZ32,302-1,833$1,854
ISHARES TR (EEM) 38,386 -5,093 $1,647
     EEM38,386-5,093$1,647
ISHARES TR (EMB) 13,811 +4,067 $1,565
     EMB13,811+4,067$1,565
VANGUARD TAX MANAGED INTL FD (VEA) 37,235 -20,267 $1,553
     VEA37,235-20,267$1,553
VANGUARD CHARLOTTE FDS (BNDX) 26,899 -10,385 $1,541
     BNDX26,899-10,385$1,541
ROSS STORES INC 15,500 UNCH $1,536
     ROST15,500UNCH$1,536
ISHARES TR (SHY) 17,965 -40,924 $1,523
     SHY17,965-40,924$1,523
ISHARES TR (USMV) 23,817 +650 $1,470
     USMV23,817+650$1,470
ISHARES TR (HEZU) 44,629 -6,604 $1,372
     HEZU44,629-6,604$1,372
ISHARES TR (IWM) 8,229 +1 $1,280
     IWM8,229+1$1,280
SPDR SERIES TRUST (CWB) 23,003 +469 $1,217
     CWB23,003+469$1,217
AMAZON COM INC 621 UNCH $1,176
     AMZN621UNCH$1,176
FIDELITY 22,888 UNCH $1,030
     FHLC22,888UNCH$1,030
SELECT SECTOR SPDR TR (XLI) 12,053 -8,040 $933
     XLI12,053-8,040$933
ISHARES TR (IWR) 13,692 +2,356 $765
     IWR13,692+2,356$765
ISHARES TR (IVW) 4,265 +1,683 $764
     IVW4,265+1,683$764
ISHARES INC (EPP) 13,428 +1,473 $634
     EPP13,428+1,473$634
ISHARES INC (IEMG) 11,988 -101,071 $617
     IEMG11,988-101,071$617
DBX ETF TR (DBJP) 13,074 -4,834 $512
     DBJP13,074-4,834$512
VANGUARD SCOTTSDALE FDS (VCSH) 6,190 +6,190 $499
     VCSH6,190+6,190$499
VANGUARD INDEX FDS (VTI) 3,251 +5 $488
     VTI3,251+5$488
ISHARES TR (OEF) 3,750 +3,750 $486
     OEF3,750+3,750$486
ISHARES TR (JKG) 2,403 UNCH $466
     JKG2,403UNCH$466
FIDELITY 11,350 UNCH $455
     FNCL11,350UNCH$455
SELECT SECTOR SPDR TR (XLP) 7,830 +2,609 $455
     XLP7,830+2,609$455
ISHARES TR (IWO) 2,221 +3 $446
     IWO2,221+3$446
HUAZHU GROUP LTD 12,000 UNCH $435
     HTHT12,000UNCH$435
ISHARES TR (PFF) 11,509 -871 $424
     PFF11,509-871$424
ISHARES TR (HEFA) 14,081 UNCH $420
     HEFA14,081UNCH$420
ISHARES TR (SLQD) 8,210 +8,210 $418
     SLQD8,210+8,210$418
SELECT SECTOR SPDR TR (XLC) 7,956 +7,956 $392
     XLC7,956+7,956$392
ISHARES TR (IHI) 1,487 +1,487 $358
     IHI1,487+1,487$358
ISHARES TR (IHF) 2,039 +2,039 $349
     IHF2,039+2,039$349

See Full List: All Stocks Held By Robertson Stephens Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Robertson Stephens Wealth Management LLC

Size ($ in 1000's)
At 06/30/2019: $102,799
At 03/31/2019: $116,990

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

Robertson Stephens Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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