Cynosure Group, LLC Q4 2020 Filing

Filed February 1, 2021

Portfolio Value

$117.7B

Holdings

18

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (18 positions)

#StockSharesValue% PortfolioType
1
UNPUnion Pacific Corp
186,393$38.8B32.97%
2
VEAVanguard FTSE Developed Market
301,552$14.2B12.09%
3
WSOWatsco Inc
46,537$10.5B8.96%
4
VVisa Inc
43,762$9.6B8.13%
5
NETCloudflare Inc Cl A Com
101,527$7.7B6.55%
6
WFCWells Fargo Co
252,201$7.6B6.47%
7
TAT&T Inc
230,009$6.6B5.62%
8
ITGartner Inc
26,170$4.2B3.56%
9
BRBroadridge Financial Solutions
23,464$3.6B3.05%
10
IVVS&P 500 INDEX Ishares ETF
8,729$3.3B2.78%
11
CWBSPDR Blmbg Barclays Convert Se
38,100$3.2B2.68%
12
GEGeneral Electric Co
213,332$2.3B1.96%
13
CHDChurch & Dwight Inc
20,442$1.8B1.51%
14
IWRiShares TR Rus Mid Cap ETF
18,724$1.3B1.09%
15
EFAMSCI EAFE IShares ETF
16,284$1.2B1.01%
16
IYRiShares TR U.S. Real Es ETF
10,000$856.0M0.73%
17
CATCaterpillar Inc
3,300$601.0M0.51%
18
IWMRussell 2000 Ishares ETF
1,925$377.0M0.32%