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ROBINSON SMITH WEALTH ADVISORS LLC

13F
ROBINSON SMITH WEALTH ADVISORS LLC
Last update 2025-05-12 85 Stocks (8 new)
Value $119.00 Mil Turnover 6 %
Countries:
ROBINSON SMITH WEALTH ADVISORS... 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
SCHB
Schwab U.S. Broad Market ETF
1,060,433
22,831.1
+1.95%
19.110
+0.37%
0.070
+19.13%
+8.48%
35,306.3
 
IUSV
ISHARES TRUST
101,190
9,338.8
+0.79%
7.820
+0.06%
0.050
+12.32%
+5.75%
21,409.0
 
JNJ
Johnson & Johnson
36,502
6,053.5
-3.22%
5.070
-0.15%
0.000
+9.76%
+18.87%
406,867.0
Drug Manufacturers
CGMU
Capital Group Municipal Income ETF
219,978
5,899.8
+10.52%
4.940
+0.47%
0.220
+1.99%
+0.56%
3,425.3
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
77,312
3,916.6
+0.83%
3.280
+0.03%
0.060
+1.11%
+2.43%
6,736.0
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
94,490
3,632.2
+9.63%
3.040
+0.27%
0.050
+18.96%
+8.15%
8,822.9
 
SCHO
Schwab Short-Term U.S. Treasury ETF
143,423
3,490.9
+5.36%
2.920
+0.15%
0.030
+0.86%
+3.13%
10,961.7
 
QUAL
iShares MSCI USA Quality Factor ETF
19,673
3,361.9
-1.99%
2.810
-0.06%
0.010
+14.04%
+5.05%
53,508.3
 
AAPL
Apple Inc
13,770
3,058.7
+15.58%
2.560
+0.35%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
IWF
iShares Russell 1000 Growth ETF
7,990
2,885.1
0%
2.410
0%
0.000
+25.04%
+8.94%
113,994.5
 

ROBINSON SMITH WEALTH ADVISORS LLC's Historical Top Holdings Breakdowns

ROBINSON SMITH WEALTH ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.72%
369.1 ($404.54) 427.61
$450.40
11.34%
Reduce -35.17%
3,802
-2,063
CGMU
Capital Group Municipal Income ETF
2025-03-31
Add
Add
+0.47%
26.75 ($27.03) 27.33
$26.63
-1.48%
Add 10.52%
219,978
20,930
BINC
iShares Flexible Income Active ETF
2025-03-31
New Buy
New Buy
+0.45%
51.89 ($52.37) 52.82
$52.74
0.71%
New holding
10,350
10,350
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.39%
25.77 ($26.84) 27.6
$28.40
5.81%
Add 218.44%
25,450
17,458
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.37%
21.23 ($22.75) 23.75
$24.48
7.60%
Add 1.95%
1,060,433
20,292
AAPL
Apple Inc
2025-03-31
Add
Add
+0.35%
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 15.58%
13,770
1,856
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.27%
37.84 ($40.57) 42.31
$43.57
7.39%
Add 9.63%
94,490
8,303
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.26%
507.05 ($540.58) 563.67
$582.86
7.82%
Reduce -10.35%
4,869
-562
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2025-03-31
Reduce
Reduce
-0.24%
25.05 ($25.11) 25.16
$25.15
0.16%
Reduce -43.05%
15,010
-11,347
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-03-31
Add
Add
+0.22%
22.61 ($22.93) 23.14
$23.26
1.44%
Add 81.81%
25,651
11,542

ROBINSON SMITH WEALTH ADVISORS LLC Total Holding History ($B)

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ROBINSON SMITH WEALTH ADVISORS LLC's Asset Allocation

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ROBINSON SMITH WEALTH ADVISORS LLC Past Portfolios

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

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ROBINSON SMITH WEALTH ADVISORS LLC's Hypothetical Growth since 2025-03-31

ROBINSON SMITH WEALTH ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ROBINSON SMITH WEALTH ADVISORS LLC's Holdings Heat Map

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