Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$2.3T
Holdings
462
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (462 positions)
| Stock | Value |
|---|---|
VCSHVANGUARD SCOTTSDALE FDS | $139.0M |
VTIPVANGUARD MALVERN FDS | $110.4M |
MTUMISHARES TR | $97.6M |
VCITVANGUARD SCOTTSDALE FDS | $84.4M |
IQLTISHARES TR | $72.5M |
IEMGISHARES INC | $68.1M |
QUALISHARES TR | $66.1M |
AAPLAPPLE INC | $63.9M |
DFUVDIMENSIONAL ETF TRUST | $60.1M |
EFVISHARES TR | $58.5M |
SJNKSPDR SER TR | $53.2M |
DFIVDIMENSIONAL ETF TRUST | $51.8M |
VTVVANGUARD INDEX FDS | $50.0M |
VGSHVANGUARD SCOTTSDALE FDS | $43.7M |
MSFTMICROSOFT CORP | $42.3M |
VNQVANGUARD INDEX FDS | $40.1M |
SPYSPDR S&P 500 ETF TR | $40.0M |
DFATDIMENSIONAL ETF TRUST | $35.9M |
VEAVANGUARD TAX-MANAGED FDS | $33.6M |
VSSVANGUARD INTL EQUITY INDEX F | $28.3M |
OZBELPOINTE PREP LLC | $26.4M |
STIPISHARES TR | $26.1M |
VBRVANGUARD INDEX FDS | $25.0M |
AVDVAMERICAN CENTY ETF TR | $23.0M |
GOOGALPHABET INC | $21.6M |
DFACDIMENSIONAL ETF TRUST | $20.7M |
ESGDISHARES TR | $18.9M |
XFEBFIRST TR EXCH TRADED FD III | $15.8M |
VBVANGUARD INDEX FDS | $15.6M |
DFASDIMENSIONAL ETF TRUST | $15.3M |
FPFFIRST TR EXCH TRD ALPHDX FD | $14.4M |
IWCISHARES TR | $12.6M |
CVXCHEVRON CORP NEW | $12.1M |
SHMSPDR SER TR | $11.9M |
ACGLARCH CAP GROUP LTD | $11.9M |
SCHXSCHWAB STRATEGIC TR | $11.9M |
VVVANGUARD INDEX FDS | $11.8M |
AMZNAMAZON COM INC | $11.8M |
VWOVANGUARD INTL EQUITY INDEX F | $10.9M |
JNJJOHNSON & JOHNSON | $10.7M |
VNQIVANGUARD INTL EQUITY INDEX F | $10.5M |
SCHVSCHWAB STRATEGIC TR | $10.4M |
VTIVANGUARD INDEX FDS | $10.4M |
ADBEADOBE SYSTEMS INCORPORATED | $10.1M |
NULVNUSHARES ETF TR | $9.9M |
EWXSPDR INDEX SHS FDS | $9.8M |
HYMBSPDR SER TR | $9.7M |
7HPHP INC | $9.7M |
SPSBSPDR SER TR | $9.1M |
METAMETA PLATFORMS INC | $8.9M |
QCOMQUALCOMM INC | $8.8M |
HDHOME DEPOT INC | $8.8M |
VFMOVANGUARD WELLINGTON FD | $8.7M |
ESGEISHARES INC | $8.6M |
SCHASCHWAB STRATEGIC TR | $8.4M |
UPSUNITED PARCEL SERVICE INC | $8.3M |
NVDANVIDIA CORPORATION | $8.3M |
COSTCOSTCO WHSL CORP NEW | $8.0M |
ABBVABBVIE INC | $8.0M |
ADILADIAL PHARMACEUTICALS INC | $8.0M |
DWXSPDR INDEX SHS FDS | $7.6M |
FNDFSCHWAB STRATEGIC TR | $7.3M |
XOMEXXON MOBIL CORP | $7.1M |
SCHESCHWAB STRATEGIC TR | $7.0M |
FTSLFIRST TR EXCHANGE-TRADED FD | $7.0M |
ESMLISHARES TR | $6.8M |
VVISA INC | $6.6M |
VYMVANGUARD WHITEHALL FDS | $6.6M |
HYDVANECK ETF TRUST | $6.4M |
SCHCSCHWAB STRATEGIC TR | $6.4M |
CVSCVS HEALTH CORP | $6.1M |
SCHFSCHWAB STRATEGIC TR | $6.0M |
IVVISHARES TR | $6.0M |
NDQINVESCO QQQ TR | $5.9M |
NUMVNUSHARES ETF TR | $5.8M |
MUBISHARES TR | $5.8M |
DELLDELL TECHNOLOGIES INC | $5.7M |
SUBISHARES TR | $5.5M |
SPIBSPDR SER TR | $5.3M |
TRVTRAVELERS COMPANIES INC | $5.2M |
GOOGLALPHABET INC | $5.1M |
INTCINTEL CORP | $5.0M |
TSLATESLA INC | $5.0M |
PFEPFIZER INC | $5.0M |
MGVVANGUARD WORLD FD | $5.0M |
AFGAMERICAN FINL GROUP INC OHIO | $4.9M |
CSCOCISCO SYS INC | $4.8M |
DEMWISDOMTREE TR | $4.6M |
KRTKARAT PACKAGING INC | $4.4M |
ESGUISHARES TR | $4.4M |
PBPINVESCO EXCHANGE TRADED FD T | $4.3M |
IJSISHARES TR | $4.2M |
VOOVANGUARD INDEX FDS | $4.2M |
CIENCIENA CORP | $4.2M |
LMTLOCKHEED MARTIN CORP | $3.9M |
CINFCINCINNATI FINL CORP | $3.9M |
FMUSDISHARES INC | $3.9M |
SBUXSTARBUCKS CORP | $3.7M |
SCHHSCHWAB STRATEGIC TR | $3.7M |
DLSWISDOMTREE TR | $3.7M |
Page 1 of 5Next