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RITHOLTZ WEALTH MANAGEMENT13F | |
| RITHOLTZ WEALTH MANAGEMENT | |
| Last update 2025-04-17 | 921 Stocks (125 new) |
| Value $3.35 Bil | Turnover 12 % |
RITHOLTZ WEALTH MANAGEMENT Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 1,064,573 | 292,587.2 | +27.51% | 8.740 | +1.89% | 0.060 | +17.00% | +6.83% | 474,309.9 | ||
IVV | iShares Core S&P 500 ETF | 355,276 | 199,629.6 | -0.41% | 5.960 | -0.03% | 0.030 | +16.61% | +7.33% | 631,762.1 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 1,777,451 | 183,912.8 | +13.06% | 5.490 | +0.63% | 1.560 | +1.40% | +4.16% | 12,743.7 | ||
AAPL | Apple Inc | 521,052 | 115,741.2 | +1.41% | 3.460 | +0.05% | 0.000 | +3.97% | -15.98% | 3,134,805.8 | Hardware | |
BND | Vanguard Total Bond Market ETF | 1,413,882 | 103,849.6 | +22.83% | 3.100 | +0.58% | 0.080 | +0.98% | +2.94% | 127,084.7 | ||
FBND | Fidelity Total Bond ETF | 2,198,162 | 100,346.1 | +18.50% | 3.000 | +0.47% | 0.530 | +1.79% | +3.27% | 19,248.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,003,356 | 99,251.9 | +9.33% | 2.960 | +0.25% | 0.080 | +0.97% | +2.91% | 127,575.5 | ||
VFMO | Vanguard U.S. Momentum Factor ETF | 479,873 | 72,801.6 | +8.73% | 2.170 | +0.17% | 6.660 | +19.34% | +6.09% | 1,052.7 | ||
DFSV | Dimensional US Small Cap Value ETF | 2,451,943 | 69,022.2 | +16.26% | 2.060 | +0.29% | 1.610 | +20.69% | +0.23% | 4,906.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 803,603 | 60,792.5 | -34.04% | 1.820 | -0.85% | 0.050 | +12.13% | +19.38% | 141,079.8 |
RITHOLTZ WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
RITHOLTZ WEALTH MANAGEMENT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -5.43% | 468.34 ($508.07) 539.52 | $559.19 | 10.06% | Reduce -85.85% | 59,605 | -361,489 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.57% | 551.42 ($587.78) 612.93 | $625.36 | 6.39% | Reduce -79.7% | 38,048 | -149,398 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.89% | 271.18 ($290.53) 303.12 | $307.89 | 5.98% | Add 27.51% | 1,064,573 | 229,658 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.85% | 69.57 ($74.78) 78.65 | $82.42 | 10.21% | Reduce -34.04% | 803,603 | -414,800 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.63% | 100.59 ($101.89) 103.47 | $102.65 | 0.75% | Add 13.06% | 1,777,451 | 205,304 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.58% | 71.17 ($72.57) 73.66 | $72.61 | 0.06% | Add 22.83% | 1,413,882 | 262,804 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.47% | 44.41 ($45.29) 45.98 | $45.30 | 0.01% | Add 18.5% | 2,198,162 | 343,156 | |
IMTM |
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
| 2025-03-31 | Add Add | +0.35% | 37.06 ($39.56) 41.11 | $44.64 | 12.84% | Add 32.15% | 1,199,058 | 291,685 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.29% | 27.56 ($30.26) 32.1 | $30.62 | 1.19% | Add 16.26% | 2,451,943 | 342,866 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.29% | 51.52 ($51.99) 52.37 | $52.41 | 0.81% | Add 29.59% | 819,974 | 187,226 |
RITHOLTZ WEALTH MANAGEMENT Total Holding History ($B)
RITHOLTZ WEALTH MANAGEMENT's Asset Allocation
RITHOLTZ WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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RITHOLTZ WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31
RITHOLTZ WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RITHOLTZ WEALTH MANAGEMENT's Holdings Heat Map
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RITHOLTZ WEALTH MANAGEMENT's Holdings Bubble Chart
RITHOLTZ WEALTH MANAGEMENT News
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