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
+1.23%
+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
+16.45%
+8.98%
642,461.0
 
AAPL
Apple Inc
100,392
13,321.0
-10.82%
4.190
-0.50%
0.000
+2.88%
-14.30%
3,197,760.3
Hardware
VEA
Vanguard FTSE Developed Markets ETF
142,439
6,725.0
+4.91%
2.120
+0.10%
0.010
+11.93%
+23.01%
162,442.1
 
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
+16.69%
+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
+1.33%
+3.70%
3,334.8
 
IUSV
iShares Core S&P U.S. Value ETF
84,291
5,242.0
+7.13%
1.650
+0.11%
0.050
+10.39%
+5.56%
21,371.6
 
AMZN
Amazon.com Inc
26,160
4,260.0
+11.51%
1.340
+0.14%
0.000
+24.56%
+5.91%
2,466,762.6
Retail - Cyclical
PG
Procter & Gamble Co
28,161
3,918.0
+4.20%
1.230
+0.05%
0.000
+0.24%
-3.44%
372,371.9
Consumer Packaged Goods
BND
Vanguard Total Bond Market ETF
39,849
3,514.0
+9.69%
1.110
+0.10%
0.000
+0.98%
+3.40%
127,600.9
 

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

  • 1

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

Size field:

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

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

  • 1

Discussions on Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.