Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2020
  • Location
    sacramento, CA
  • CIK
    0001622852
  • All SEC filings
Q4 2020
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

122

$400.29M
JPST, IVV, XSOE, AAPL
13F-HR
Feb 5, 2021
000162285221000001

99

$354.39M
JPST, IVV, XSOE, AAPL
13F-HR
Nov 9, 2020
000162285220000005

89

$343.86M
IVV, JPST, XSOE, AAPL
13F-HR
Aug 6, 2020
000162285220000004

90

$359.16M
IVV, JPST, VEA, XSOE
13F-HR
May 6, 2020
000162285220000003

115

$433.80M
IVV, JPST, XSOE, VEA
13F-HR
Jan 29, 2020
000162285220000001

106

$399.53M
IVV, JPST, VEA, XSOE
13F-HR
Oct 31, 2019
000162285219000004

104

$375.50M
IVV, JPST, VEA, XSOE
13F-HR
Jul 31, 2019
000162285219000003

96

$350.59M
IVV, JPST, VEA, XSOE
13F-HR
Apr 25, 2019
000162285219000002

86

$309.86M
IVV, VEA, XSOE, JPST
13F-HR
Jan 30, 2019
000162285219000001

93

$293.30M
IVV, VEA, VWO, AAPL
13F-HR
Nov 13, 2018
000162285218000004

433

$277.42M
IVV, VEA, VWO, AAPL
13F-HR
Aug 2, 2018
000162285218000003

438

$276.06M
IVV, VEA, VWO, AAPL
13F-HR
Apr 25, 2018
000162285218000002

262

$38.26M
AAPL, JPM, BRK.B, T
13F-HR
Feb 14, 2018
000162285218000001

431

$245.25M
IVV, VEA, VWO, AAPL
13F-HR
Nov 8, 2017
000162285217000006

413

$252.00M
IVV, VEA, VWO, BND
13F-HR
Jul 28, 2017
000162285217000005

429

$246.33M
IVV, VEA, VWO, BND
13F-HR
Apr 28, 2017
000162285217000004

495

$369.86M
IVV, VEA, VWO, BNDX
RESTATEMENT
Mar 14, 2017
000162285217000003

494

$30.91B
IVV, BNDX, VEA, BND
RESTATEMENT
Mar 9, 2017
000162285217000002

453

$253.34M
IVV, VEA, VWO, BNDX
13F-HR
Nov 14, 2016
000162285216000008

443

$245.84M
IVV, VEA, VWO, BNDX
13F-HR
Aug 8, 2016
000162285216000006

415

$212.01M
IVV, VEA, VWO, BND
13F-HR
May 12, 2016
000162285216000005

366

$204.00M
IVV, VEA, VWO, BND
13F-HR
Feb 16, 2016
000162285216000001
Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc 13F Filings