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RITHOLTZ WEALTH MANAGEMENT

13F
RITHOLTZ WEALTH MANAGEMENT
Last update 2025-04-17 921 Stocks (125 new)
Value $3.35 Bil Turnover 12 %
Countries:
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
+19.82%
+7.35%
476,615.2
 
IVV
iShares Core S&P 500 ETF
355,276
199,629.6
-0.41%
5.960
-0.03%
0.030
+19.67%
+7.80%
634,518.9
 
STIP
iShares 0-5 Year TIPS Bond ETF
1,777,451
183,912.8
+13.06%
5.490
+0.63%
1.560
+1.30%
+4.46%
12,779.7
 
AAPL
Apple Inc
521,052
115,741.2
+1.41%
3.460
+0.05%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
BND
Vanguard Total Bond Market ETF
1,413,882
103,849.6
+22.83%
3.100
+0.58%
0.080
+1.26%
+3.27%
127,496.0
 
FBND
Fidelity Total Bond ETF
2,198,162
100,346.1
+18.50%
3.000
+0.47%
0.530
+1.98%
+3.60%
19,309.9
 
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
+1.23%
+3.24%
127,979.5
 
VFMO
Vanguard U.S. Momentum Factor ETF
479,873
72,801.6
+8.73%
2.170
+0.17%
6.660
+22.24%
+7.53%
1,067.0
 
DFSV
Dimensional US Small Cap Value ETF
2,451,943
69,022.2
+16.26%
2.060
+0.29%
1.610
+18.92%
-0.62%
4,865.2
 
IEFA
iShares Core MSCI EAFE ETF
803,603
60,792.5
-34.04%
1.820
-0.85%
0.050
+11.52%
+19.59%
141,328.0
 

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
$561.26
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
$627.58
6.77%
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
$309.09
6.39%
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
$82.56
10.40%
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
$102.94
1.03%
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
$72.85
0.39%
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
$45.44
0.33%
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
$44.99
13.73%
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
$30.36
0.33%
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
$52.57
1.12%
Add 29.59%
819,974
187,226

RITHOLTZ WEALTH MANAGEMENT Total Holding History ($B)

To

RITHOLTZ WEALTH MANAGEMENT's Asset Allocation

To

RITHOLTZ WEALTH MANAGEMENT Past Portfolios

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

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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

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RITHOLTZ WEALTH MANAGEMENT's Holdings Bubble Chart

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