RW
| |
RITHOLTZ WEALTH MANAGEMENT13F | |
| RITHOLTZ WEALTH MANAGEMENT | |
| Last update 2025-04-17 | 921 Stocks (125 new) |
| Value $3.35 Bil | Turnover 12 % |
RITHOLTZ WEALTH MANAGEMENT Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 1,064,573 | 292,587.2 | +27.51% | 8.740 | +1.89% | 0.060 | +19.96% | +7.60% | 474,434.4 | ||
IVV | iShares Core S&P 500 ETF | 355,276 | 199,629.6 | -0.41% | 5.960 | -0.03% | 0.030 | +19.71% | +7.98% | 636,576.3 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 1,777,451 | 183,912.8 | +13.06% | 5.490 | +0.63% | 1.560 | +1.39% | +4.59% | 12,399.5 | ||
AAPL | Apple Inc | 521,052 | 115,741.2 | +1.41% | 3.460 | +0.05% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
BND | Vanguard Total Bond Market ETF | 1,413,882 | 103,849.6 | +22.83% | 3.100 | +0.58% | 0.080 | +2.09% | +3.74% | 128,020.8 | ||
FBND | Fidelity Total Bond ETF | 2,198,162 | 100,346.1 | +18.50% | 3.000 | +0.47% | 0.530 | +2.86% | +4.12% | 19,400.7 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,003,356 | 99,251.9 | +9.33% | 2.960 | +0.25% | 0.080 | +2.13% | +3.72% | 128,438.9 | ||
VFMO | Vanguard U.S. Momentum Factor ETF | 479,873 | 72,801.6 | +8.73% | 2.170 | +0.17% | 6.660 | +20.72% | +6.53% | 1,029.4 | ||
DFSV | Dimensional US Small Cap Value ETF | 2,451,943 | 69,022.2 | +16.26% | 2.060 | +0.29% | 1.610 | +19.80% | +0.82% | 4,961.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 803,603 | 60,792.5 | -34.04% | 1.820 | -0.85% | 0.050 | +10.95% | +20.93% | 144,033.5 |
RITHOLTZ WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
RITHOLTZ WEALTH MANAGEMENT's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -5.43% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Reduce -85.85% | 59,605 | -361,489 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.57% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -79.7% | 38,048 | -149,398 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.89% | 271.18 ($290.53) 303.12 | $309.80 | 6.63% | Add 27.51% | 1,064,573 | 229,658 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.85% | 69.57 ($74.78) 78.65 | $83.49 | 11.65% | Reduce -34.04% | 803,603 | -414,800 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.63% | 100.59 ($101.89) 103.47 | $103.07 | 1.16% | Add 13.06% | 1,777,451 | 205,304 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.58% | 71.17 ($72.57) 73.66 | $73.18 | 0.84% | Add 22.83% | 1,413,882 | 262,804 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.47% | 44.41 ($45.29) 45.98 | $45.67 | 0.84% | Add 18.5% | 2,198,162 | 343,156 | |
IMTM |
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
| 2025-03-31 | Add Add | +0.35% | 37.06 ($39.56) 41.11 | $45.26 | 14.41% | Add 32.15% | 1,199,058 | 291,685 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.29% | 27.56 ($30.26) 32.1 | $30.80 | 1.78% | Add 16.26% | 2,451,943 | 342,866 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.29% | 51.52 ($51.99) 52.37 | $52.68 | 1.33% | Add 29.59% | 819,974 | 187,226 |
RITHOLTZ WEALTH MANAGEMENT Total Holding History ($B)
RITHOLTZ WEALTH MANAGEMENT's Asset Allocation
RITHOLTZ WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
RITHOLTZ WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31
RITHOLTZ WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RITHOLTZ WEALTH MANAGEMENT's Holdings Heat Map
Size field:
RITHOLTZ WEALTH MANAGEMENT's Holdings Bubble Chart
RITHOLTZ WEALTH MANAGEMENT News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers