BDO Wealth Advisors, LLC
Q2 2023 13F Holdings
- Locationjacksonville, FL
- Num holdings
979
- Value ($000)
$871,875
- Date Filed08/01/2023
- Form type13F-HR
- CIK0001713458
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $57.92M | 7 % | 858,103 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $45.34M | 5 % | 303,014 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $39.84M | 5 % | 549,553 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $36.01M | 4 % | 137,726 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $32.10M | 4 % | 72,015 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $28.70M | 3 % | 582,280 | ||
AAPL APPLE INC | COM | 037833100 | $27.05M | 3 % | 139,458 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $26.77M | 3 % | 268,346 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $24.11M | 3 % | 318,606 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $16.44M | 2 % | 34,320 |
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