Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Q1 2024 Filing
Filed May 7, 2024
Portfolio Value
$3.3T
Holdings
527
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (527 positions)
| Stock | Value |
|---|---|
VCSHVANGUARD SCOTTSDALE FDS | $155.1M |
MTUMISHARES TR | $153.8M |
VTIPVANGUARD MALVERN FDS | $153.0M |
QUALISHARES TR | $127.8M |
IQLTISHARES TR | $99.9M |
VCITVANGUARD SCOTTSDALE FDS | $91.6M |
DFUVDIMENSIONAL ETF TRUST | $87.3M |
IEMGISHARES INC | $84.4M |
EFVISHARES TR | $83.7M |
AAPLAPPLE INC | $82.5M |
MSFTMICROSOFT CORP | $75.4M |
DFIVDIMENSIONAL ETF TRUST | $65.7M |
SJNKSPDR SER TR | $65.4M |
VNQVANGUARD INDEX FDS | $53.5M |
VGSHVANGUARD SCOTTSDALE FDS | $49.4M |
VTVVANGUARD INDEX FDS | $49.0M |
DFATDIMENSIONAL ETF TRUST | $46.6M |
VEAVANGUARD TAX-MANAGED FDS | $37.1M |
AVDVAMERICAN CENTY ETF TR | $33.3M |
AMZNAMAZON COM INC | $28.5M |
VSSVANGUARD INTL EQUITY INDEX F | $25.9M |
ESGDISHARES TR | $25.4M |
DFACDIMENSIONAL ETF TRUST | $25.1M |
VBRVANGUARD INDEX FDS | $22.4M |
STIPISHARES TR | $19.1M |
SCHCSCHWAB STRATEGIC TR | $18.9M |
DFASDIMENSIONAL ETF TRUST | $18.7M |
XFEBFIRST TR EXCH TRADED FD III | $18.3M |
VNQIVANGUARD INTL EQUITY INDEX F | $17.8M |
AVUVAMERICAN CENTY ETF TR | $17.2M |
ACGLARCH CAP GROUP LTD | $17.2M |
OZBELPOINTE PREP LLC | $16.5M |
VTIVANGUARD INDEX FDS | $15.9M |
METAMETA PLATFORMS INC | $15.3M |
NULVNUSHARES ETF TR | $14.9M |
SCHXSCHWAB STRATEGIC TR | $14.2M |
BLDRBUILDERS FIRSTSOURCE INC | $14.0M |
FPFFIRST TR EXCH TRD ALPHDX FD | $13.9M |
CSCOCISCO SYS INC | $13.9M |
VVVANGUARD INDEX FDS | $13.8M |
HYMBSPDR SER TR | $13.6M |
GOOGALPHABET INC | $13.5M |
ABBVABBVIE INC | $13.0M |
SCHFSCHWAB STRATEGIC TR | $13.0M |
VBVANGUARD INDEX FDS | $12.5M |
SCHESCHWAB STRATEGIC TR | $12.4M |
IWCISHARES TR | $12.3M |
GOOGLALPHABET INC | $11.9M |
ORCLORACLE CORP | $11.7M |
7HPHP INC | $11.5M |
ESGEISHARES INC | $11.3M |
AMATAPPLIED MATLS INC | $11.0M |
MGVVANGUARD WORLD FD | $10.9M |
SCHVSCHWAB STRATEGIC TR | $10.8M |
VWOVANGUARD INTL EQUITY INDEX F | $10.8M |
TSLATESLA INC | $10.7M |
DELLDELL TECHNOLOGIES INC | $10.6M |
EWXSPDR INDEX SHS FDS | $10.4M |
CARRCARRIER GLOBAL CORPORATION | $10.2M |
ESMLISHARES TR | $10.1M |
SCHASCHWAB STRATEGIC TR | $10.1M |
MGCVANGUARD WORLD FD | $10.0M |
VFMOVANGUARD WELLINGTON FD | $9.8M |
RSRELIANCE INC | $9.5M |
NUMVNUSHARES ETF TR | $9.5M |
VYMVANGUARD WHITEHALL FDS | $9.0M |
JNJJOHNSON & JOHNSON | $8.9M |
NDQINVESCO QQQ TR | $8.7M |
FNDFSCHWAB STRATEGIC TR | $8.5M |
GILDGILEAD SCIENCES INC | $8.4M |
EFGISHARES TR | $8.4M |
DOXAMDOCS LTD | $8.0M |
UPSUNITED PARCEL SERVICE INC | $7.9M |
DWXSPDR INDEX SHS FDS | $7.8M |
SHMSPDR SER TR | $7.7M |
SCHWSCHWAB CHARLES CORP | $7.6M |
MGKVANGUARD WORLD FD | $7.5M |
SPIBSPDR SER TR | $7.4M |
IJRISHARES TR | $7.2M |
ESGUISHARES TR | $7.1M |
CITHE CIGNA GROUP | $7.0M |
PHMPULTE GROUP INC | $7.0M |
XOMEXXON MOBIL CORP | $6.9M |
AFLAFLAC INC | $6.8M |
HYDVANECK ETF TRUST | $6.5M |
MUBISHARES TR | $6.4M |
VOOVANGUARD INDEX FDS | $6.4M |
FTSLFIRST TR EXCHANGE-TRADED FD | $6.4M |
SPSBSPDR SER TR | $6.3M |
HDHOME DEPOT INC | $6.1M |
DHRDANAHER CORPORATION | $6.0M |
VVISA INC | $6.0M |
AWMSKYWORKS SOLUTIONS INC | $5.6M |
LENLENNAR CORP | $5.5M |
IPGINTERPUBLIC GROUP COS INC | $5.2M |
CVXCHEVRON CORP NEW | $5.2M |
SUBISHARES TR | $5.1M |
DEMWISDOMTREE TR | $5.0M |
VSGXVANGUARD WORLD FD | $4.9M |
SCHHSCHWAB STRATEGIC TR | $4.8M |
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