SHRIER WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20753892026Q2
| Positions | 134 |
|---|
| Reported value | $296.5m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 134 (+3 vs prior quarter) |
|---|
| Reported value | $296.5m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGOV ISHARES TR | 230,244 | $23.2m | 7.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 316,985 | $18.9m | 6.4% |
| IEFA ISHARES TR | 194,011 | $18.7m | 6.3% |
| VUG VANGUARD INDEX FDS | 174,311 | $15.0m | 5.1% |
| VTV VANGUARD INDEX FDS | 55,832 | $12.2m | 4.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 39,282 | $9.3m | 3.1% |
| IJR ISHARES TR | 57,433 | $8.5m | 2.9% |
| GLD SPDR GOLD TR | 19,598 | $7.2m | 2.4% |
| SDY SPDR SERIES TRUST | 42,918 | $6.5m | 2.2% |
| JPM JPMORGAN CHASE & CO | 18,778 | $6.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2075389")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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