GB
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Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC13F | |
Genovese Burford & Brothers Wealth & Retirement Pl | |
Last update 2021-02-05 | 112 Stocks (20 new) |
Value $318.00 Mil | Turnover 5 % |
Genovese Burford & Brothers We... Top Holdings of 2020-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2,063,952 | 104,828.0 | +6.27% | 32.990 | +1.95% | 0.550 | +1.23% | +2.76% | 32,246.2 | ||
IVV | iShares Core S&P 500 ETF | 250,224 | 93,931.0 | -1.09% | 29.560 | -0.33% | 0.040 | +16.45% | +8.98% | 642,461.0 | ||
AAPL | Apple Inc | 100,392 | 13,321.0 | -10.82% | 4.190 | -0.50% | 0.000 | +2.88% | -14.30% | 3,197,760.3 | Hardware | |
VEA | Vanguard FTSE Developed Markets ETF | 142,439 | 6,725.0 | +4.91% | 2.120 | +0.10% | 0.010 | +11.93% | +23.01% | 162,442.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 74,579 | 6,430.0 | +16.28% | 2.020 | +0.28% | 0.020 | +16.69% | +8.56% | 73,027.8 | ||
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 106,519 | 5,830.0 | +8.30% | 1.830 | +0.14% | 0.120 | +1.33% | +3.70% | 3,334.8 | ||
IUSV | iShares Core S&P U.S. Value ETF | 84,291 | 5,242.0 | +7.13% | 1.650 | +0.11% | 0.050 | +10.39% | +5.56% | 21,371.6 | ||
AMZN | Amazon.com Inc | 26,160 | 4,260.0 | +11.51% | 1.340 | +0.14% | 0.000 | +24.56% | +5.91% | 2,466,762.6 | Retail - Cyclical | |
PG | Procter & Gamble Co | 28,161 | 3,918.0 | +4.20% | 1.230 | +0.05% | 0.000 | +0.24% | -3.44% | 372,371.9 | Consumer Packaged Goods | |
BND | Vanguard Total Bond Market ETF | 39,849 | 3,514.0 | +9.69% | 1.110 | +0.10% | 0.000 | +0.98% | +3.40% | 127,600.9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Historical Top Holdings Breakdowns
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC Total Holding History ($B)
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Asset Allocation
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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
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Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC's Holdings Heat Map
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