NB

North Berkeley Wealth Management, LLC

13F
North Berkeley Wealth Management, LLC
Last update 2025-04-03 68 Stocks (0 new)
Value $98.00 Mil Turnover 0 %
Countries:
North Berkeley Wealth Manageme... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SSD
Simpson Manufacturing Co Inc
79,390
13,165.2
0%
13.370
0%
0.190
+9.43%
-0.46%
6,892.2
Forest Products
NUSC
Nuveen ESG Small-Cap ETF
246,334
10,317.0
0%
10.470
0%
0.860
+16.50%
+1.17%
1,175.8
 
ACWI
iShares MSCI ACWI Index Fund
80,069
9,408.2
0%
9.550
0%
0.050
+17.17%
+13.12%
22,818.1
 
IVW
iShares S&P 500 Growth ETF
81,118
8,235.9
0%
8.360
0%
0.010
+25.22%
+11.61%
62,137.8
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
145,419
7,593.8
0%
7.710
0%
0.010
+17.87%
+20.24%
100,742.8
 
AAPL
Apple Inc
30,141
7,547.8
0%
7.660
0%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
VGSR
Vert Global Sustainable Real Estate ETF
Vert Global Sustainable Real Estate ETF
456,394
4,618.7
0%
4.690
0%
1.100
+8.42%
+7.36%
428.1
 
BRK.B
Berkshire Hathaway Inc
5,809
2,633.1
0%
2.670
0%
0.000
-8.39%
+6.48%
1,039,832.6
Insurance
IVV
iShares Core S&P 500 ETF
3,963
2,332.9
0%
2.370
0%
0.000
+18.87%
+8.94%
642,209.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
17,359
1,682.1
0%
1.710
0%
0.000
+1.65%
+3.49%
128,152.2
 

North Berkeley Wealth Management, LLC's Historical Top Holdings Breakdowns

North Berkeley Wealth Management, LLC Total Holding History ($B)

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North Berkeley Wealth Management, LLC's Asset Allocation

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North Berkeley Wealth Management, LLC Past Portfolios

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

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North Berkeley Wealth Management, LLC's Hypothetical Growth since 2024-12-31

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