GB

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

13F
Genovese Burford & Brothers Wealth & Retirement Pl
Last update 2021-02-05 112 Stocks (20 new)
Value $318.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(29.56%)AAPL(4.19%)VEA(2.12%)ITOT(2.02%)FIXD(1.83%)
Summary Stock Picks Current Portfolio
Genovese Burford & Brothers We... Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST
JPMorgan Ultra-Short Income ETF
2,063,952
104,828.0
+6.27%
32.990
+1.95%
0.550
+1.33%
+2.76%
32,246.2
 
IVV
iShares Core S&P 500 ETF
250,224
93,931.0
-1.09%
29.560
-0.33%
0.040
+18.87%
+8.94%
642,209.1
 
AAPL
Apple Inc
100,392
13,321.0
-10.82%
4.190
-0.50%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
VEA
Vanguard FTSE Developed Markets ETF
142,439
6,725.0
+4.91%
2.120
+0.10%
0.010
+14.16%
+23.88%
163,588.6
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
74,579
6,430.0
+16.28%
2.020
+0.28%
0.020
+19.19%
+8.56%
73,027.8
 
FIXD
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
106,519
5,830.0
+8.30%
1.830
+0.14%
0.120
+2.05%
+3.81%
3,338.8
 
IUSV
iShares Core S&P U.S. Value ETF
84,291
5,242.0
+7.13%
1.650
+0.11%
0.050
+12.32%
+5.75%
21,409.0
 
AMZN
Amazon.com Inc
26,160
4,260.0
+11.51%
1.340
+0.14%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
PG
Procter & Gamble Co
28,161
3,918.0
+4.20%
1.230
+0.05%
0.000
-3.84%
-3.77%
371,094.1
Consumer Packaged Goods
BND
Vanguard Total Bond Market ETF
39,849
3,514.0
+9.69%
1.110
+0.10%
0.000
+1.67%
+3.53%
127,758.4
 

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Historical Top Holdings Breakdowns

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC Total Holding History ($B)

To

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Asset Allocation

To

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Hypothetical Growth since 2020-12-31

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Holdings Heat Map

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Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Holdings Bubble Chart

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC News

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