Cynosure Group, LLC Q3 2020 Filing

Filed November 2, 2020

Portfolio Value

$95.7B

Holdings

15

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (15 positions)

#StockSharesValue% PortfolioType
1
UNPUnion Pacific Corp
187,243$36.9B38.54%
2
VEAVanguard FTSE Developed Market
301,803$12.3B12.91%
3
WSOWatsco Inc
46,781$10.9B11.39%
4
VVisa Inc
46,576$9.3B9.74%
5
TAT&T Inc
230,755$6.6B6.88%
6
WFCWells Fargo Co
252,201$5.9B6.20%
7
BRBroadridge Financial Solutions
23,464$3.1B3.24%
8
IVVS&P 500 INDEX Ishares ETF
8,894$3.0B3.12%
9
CWBSPDR Blmbg Barclays Convert Se
38,100$2.6B2.74%
10
GEGeneral Electric Co
213,332$1.3B1.39%
11
IWRiShares TR Rus Mid Cap ETF
18,724$1.1B1.12%
12
EFAMSCI EAFE IShares ETF
16,284$1.0B1.08%
13
IYRiShares TR U.S. Real Es ETF
10,000$798.0M0.83%
14
CATCaterpillar Inc
3,300$492.0M0.51%
15
IWMRussell 2000 Ishares ETF
1,925$288.0M0.30%