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
+6.09%
-0.86%
6,864.9
Forest Products
NUSC
Nuveen ESG Small-Cap ETF
246,334
10,317.0
0%
10.470
0%
0.860
+12.94%
+0.21%
1,164.7
 
ACWI
iShares MSCI ACWI Index Fund
80,069
9,408.2
0%
9.550
0%
0.050
+14.84%
+12.89%
22,771.4
 
IVW
iShares S&P 500 Growth ETF
81,118
8,235.9
0%
8.360
0%
0.010
+22.20%
+11.84%
62,264.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
145,419
7,593.8
0%
7.710
0%
0.010
+15.76%
+19.60%
100,206.8
 
AAPL
Apple Inc
30,141
7,547.8
0%
7.660
0%
0.000
+2.72%
-14.43%
3,192,682.2
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
+7.35%
+7.16%
427.9
 
BRK.B
Berkshire Hathaway Inc
5,809
2,633.1
0%
2.670
0%
0.000
-9.60%
+6.03%
1,036,369.2
Insurance
IVV
iShares Core S&P 500 ETF
3,963
2,332.9
0%
2.370
0%
0.000
+16.45%
+8.98%
642,461.0
 
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
+1.03%
+3.43%
128,074.0
 

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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