NB
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North Berkeley Wealth Management, LLC13F | |
North Berkeley Wealth Management, LLC | |
Last update 2025-04-03 | 68 Stocks (0 new) |
Value $98.00 Mil | Turnover 0 % |
North Berkeley Wealth Manageme... Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SSD | Simpson Manufacturing Co Inc | 79,390 | 13,165.2 | 0% | 13.370 | 0% | 0.190 | +9.43% | -0.46% | 6,892.2 | Forest Products | |
NUSC | Nuveen ESG Small-Cap ETF | 246,334 | 10,317.0 | 0% | 10.470 | 0% | 0.860 | +16.50% | +1.17% | 1,175.8 | ||
ACWI | iShares MSCI ACWI Index Fund | 80,069 | 9,408.2 | 0% | 9.550 | 0% | 0.050 | +17.17% | +13.12% | 22,818.1 | ||
IVW | iShares S&P 500 Growth ETF | 81,118 | 8,235.9 | 0% | 8.360 | 0% | 0.010 | +25.22% | +11.61% | 62,137.8 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 145,419 | 7,593.8 | 0% | 7.710 | 0% | 0.010 | +17.87% | +20.24% | 100,742.8 | ||
AAPL | Apple Inc | 30,141 | 7,547.8 | 0% | 7.660 | 0% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
VGSR |
Vert Global Sustainable Real Estate ETF
Vert Global Sustainable Real Estate ETF
| 456,394 | 4,618.7 | 0% | 4.690 | 0% | 1.100 | +8.42% | +7.36% | 428.1 | ||
BRK.B | Berkshire Hathaway Inc | 5,809 | 2,633.1 | 0% | 2.670 | 0% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
IVV | iShares Core S&P 500 ETF | 3,963 | 2,332.9 | 0% | 2.370 | 0% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 17,359 | 1,682.1 | 0% | 1.710 | 0% | 0.000 | +1.65% | +3.49% | 128,152.2 |
North Berkeley Wealth Management, LLC's Historical Top Holdings Breakdowns
North Berkeley Wealth Management, LLC Total Holding History ($B)
North Berkeley Wealth Management, LLC's Asset Allocation
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
North Berkeley Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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North Berkeley Wealth Management, LLC's Holdings Heat Map
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