Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Q4 2023 Filing
Filed February 6, 2024
Portfolio Value
$3.0T
Holdings
494
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (494 positions)
| Stock | Value |
|---|---|
VCSHVANGUARD SCOTTSDALE FDS | $152.6M |
NVDANVIDIA CORPORATION | $149.3M |
VTIPVANGUARD MALVERN FDS | $146.2M |
MTUMISHARES TR | $128.6M |
AAPLAPPLE INC | $122.6M |
QUALISHARES TR | $110.3M |
VCITVANGUARD SCOTTSDALE FDS | $91.2M |
IQLTISHARES TR | $89.9M |
IEMGISHARES INC | $79.1M |
EFVISHARES TR | $76.9M |
DFUVDIMENSIONAL ETF TRUST | $76.9M |
SJNKSPDR SER TR | $63.6M |
MSFTMICROSOFT CORP | $62.5M |
DFIVDIMENSIONAL ETF TRUST | $59.7M |
VNQVANGUARD INDEX FDS | $53.1M |
VGSHVANGUARD SCOTTSDALE FDS | $48.4M |
VTVVANGUARD INDEX FDS | $47.7M |
SPYSPDR S&P 500 ETF TR | $44.8M |
DFATDIMENSIONAL ETF TRUST | $44.4M |
VEAVANGUARD TAX-MANAGED FDS | $36.8M |
AVDVAMERICAN CENTY ETF TR | $30.1M |
VSSVANGUARD INTL EQUITY INDEX F | $25.6M |
AMZNAMAZON COM INC | $23.3M |
ESGDISHARES TR | $23.0M |
DFACDIMENSIONAL ETF TRUST | $22.8M |
VBRVANGUARD INDEX FDS | $21.3M |
OZBELPOINTE PREP LLC | $21.3M |
STIPISHARES TR | $18.4M |
DFASDIMENSIONAL ETF TRUST | $17.9M |
XFEBFIRST TR EXCH TRADED FD III | $17.8M |
SCHCSCHWAB STRATEGIC TR | $17.1M |
VNQIVANGUARD INTL EQUITY INDEX F | $16.2M |
GOOGLALPHABET INC | $14.1M |
AVUVAMERICAN CENTY ETF TR | $13.8M |
FPFFIRST TR EXCH TRD ALPHDX FD | $13.6M |
DELLDELL TECHNOLOGIES INC | $13.4M |
VTIVANGUARD INDEX FDS | $13.4M |
ACGLARCH CAP GROUP LTD | $13.2M |
VVVANGUARD INDEX FDS | $13.2M |
CVXCHEVRON CORP NEW | $13.2M |
NULVNUSHARES ETF TR | $13.1M |
CSCOCISCO SYS INC | $13.0M |
SCHXSCHWAB STRATEGIC TR | $12.7M |
XOMEXXON MOBIL CORP | $12.5M |
HYMBSPDR SER TR | $12.4M |
VBVANGUARD INDEX FDS | $12.3M |
METAMETA PLATFORMS INC | $12.1M |
IWCISHARES TR | $11.9M |
GOOGALPHABET INC | $11.8M |
ESGEISHARES INC | $11.1M |
TSLATESLA INC | $10.9M |
SCHFSCHWAB STRATEGIC TR | $10.9M |
SCHESCHWAB STRATEGIC TR | $10.9M |
VWOVANGUARD INTL EQUITY INDEX F | $10.8M |
EWXSPDR INDEX SHS FDS | $10.7M |
SCHVSCHWAB STRATEGIC TR | $10.0M |
ABBVABBVIE INC | $10.0M |
7HPHP INC | $9.9M |
SCHASCHWAB STRATEGIC TR | $9.8M |
BLDRBUILDERS FIRSTSOURCE INC | $9.4M |
ESMLISHARES TR | $9.3M |
VFMOVANGUARD WELLINGTON FD | $9.0M |
JNJJOHNSON & JOHNSON | $8.8M |
MGVVANGUARD WORLD FD | $8.7M |
ORCLORACLE CORP | $8.6M |
NUMVNUSHARES ETF TR | $8.5M |
VYMVANGUARD WHITEHALL FDS | $8.4M |
SHMSPDR SER TR | $8.4M |
CARRCARRIER GLOBAL CORPORATION | $8.3M |
NDQINVESCO QQQ TR | $8.1M |
DWXSPDR INDEX SHS FDS | $8.1M |
GILDGILEAD SCIENCES INC | $8.1M |
AMATAPPLIED MATLS INC | $8.0M |
FNDFSCHWAB STRATEGIC TR | $8.0M |
MGCVANGUARD WORLD FD | $7.9M |
UPSUNITED PARCEL SERVICE INC | $7.6M |
SPIBSPDR SER TR | $7.3M |
TRVTRAVELERS COMPANIES INC | $7.3M |
IVVISHARES TR | $7.2M |
VVISA INC | $7.2M |
MGKVANGUARD WORLD FD | $7.0M |
SPSBSPDR SER TR | $6.8M |
FTSLFIRST TR EXCHANGE-TRADED FD | $6.7M |
EFGISHARES TR | $6.7M |
SCHWSCHWAB CHARLES CORP | $6.7M |
HYDVANECK ETF TRUST | $6.6M |
ESGUISHARES TR | $6.5M |
IJRISHARES TR | $6.5M |
DOXAMDOCS LTD | $6.4M |
MUBISHARES TR | $6.3M |
VOOVANGUARD INDEX FDS | $5.6M |
SNAPSNAP INC | $5.5M |
AFLAFLAC INC | $5.5M |
CITHE CIGNA GROUP | $5.1M |
PHMPULTE GROUP INC | $5.1M |
SUBISHARES TR | $5.1M |
SCHHSCHWAB STRATEGIC TR | $5.0M |
HDHOME DEPOT INC | $4.9M |
AWMSKYWORKS SOLUTIONS INC | $4.8M |
DEMWISDOMTREE TR | $4.8M |
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