Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
Q4 2020 13F Holdings
- Locationsacramento, CA
- Num holdings
122
- Value ($000)
$400,294
- Date Filed02/05/2021
- Form type13F-HR
- CIK0001622852
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPST J P Morgan Exchange Traded Fd Tr Ultra-Short Incom | ETF | 46641Q837 | $104.83M | 26 % | 2,063,952 | ||
IVV S&P 500 INDEX - iSHARES | ETF | 464287200 | $93.93M | 24 % | 250,224 | ||
XSOE WisdomtreeTree EM Ex St-Owned | EM EX ST-OWNED | 97717X578 | $76.75M | 19 % | 1,934,654 | ||
AAPL Apple Inc | COM | 037833100 | $13.32M | 3 % | 100,392 | ||
VEA Vanguard FTSE Developed Markets | ETF | 921943858 | $6.72M | 2 % | 142,439 | ||
ITOT iShares Core S&P Total US Stock Mkt | ETF | 464287150 | $6.43M | 2 % | 74,579 | ||
FIXD First Trust TCW Opportunistic Fixed Income ETF | TCW OPPORTUNIS | 33740F805 | $5.83M | 2 % | 106,519 | ||
IUSV Ishares Core Russell Us | CORE S&P US VLU | 464287663 | $5.24M | 1 % | 84,291 | ||
AMZN Amazon.com Inc | COM | 023135106 | $4.26M | 1 % | 1,308 | ||
PG Procter & Gamble Co | COM | 742718109 | $3.92M | 1 % | 28,161 |
Rows Per Page
1 - 10 of 12210
- 10
- 50
- 100