RWA WEALTH PARTNERS, LLC Q3 2023 Filing

Filed October 11, 2023

Portfolio Value

$4.6B

Holdings

374

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (374 positions)

StockValue
VUGVANGUARD INDEX FDS
$740.3T
VTVVANGUARD INDEX FDS
$627.6T
VEAVANGUARD TAX-MANAGED FDS
$430.3T
VGITVANGUARD SCOTTSDALE FDS
$416.1T
VTEBVANGUARD MUN BD FDS
$358.4T
SPBOSPDR SER TR
$280.6T
MBBISHARES TR
$159.3T
VWOVANGUARD INTL EQUITY INDEX F
$89.9T
VFVAVANGUARD WELLINGTON FD
$62.7T
VBKVANGUARD INDEX FDS
$59.0T
AAPLAPPLE INC
$58.5T
MUBISHARES TR
$58.1T
IVVISHARES TR
$56.0T
VBRVANGUARD INDEX FDS
$55.8T
MSFTMICROSOFT CORP
$49.8T
SPYSPDR S&P 500 ETF TR
$30.7T
JPMJPMORGAN CHASE & CO
$25.5T
JNJJOHNSON & JOHNSON
$23.2T
USXFISHARES TR
$22.5T
BNDVANGUARD BD INDEX FDS
$19.8T
COSTCOSTCO WHSL CORP NEW
$19.7T
FHLCFIDELITY COVINGTON TRUST
$18.9T
CMFISHARES TR
$18.3T
VVISA INC
$18.3T
VTCVANGUARD SCOTTSDALE FDS
$18.1T
VIGVANGUARD SPECIALIZED FUNDS
$17.1T
NYFISHARES TR
$16.5T
PEPPEPSICO INC
$15.8T
HDHOME DEPOT INC
$15.0T
ELVELEVANCE HEALTH INC
$14.6T
PGPROCTER AND GAMBLE CO
$14.5T
MRKMERCK & CO INC
$13.8T
IUSGISHARES TR
$13.6T
EFGISHARES TR
$13.2T
GOOGALPHABET INC
$12.6T
ABBVABBVIE INC
$12.6T
MCDMCDONALDS CORP
$12.5T
NKENIKE INC
$12.4T
LLYELI LILLY & CO
$12.2T
UPSUNITED PARCEL SERVICE INC
$11.9T
UNPUNION PAC CORP
$11.6T
WMTWALMART INC
$11.3T
NEENEXTERA ENERGY INC
$10.5T
CMCSACOMCAST CORP NEW
$10.3T
BRK/BBERKSHIRE HATHAWAY INC DEL
$10.2T
FLOTISHARES TR
$9.9T
VMBSVANGUARD SCOTTSDALE FDS
$9.7T
TJXTJX COS INC NEW
$9.6T
METAMETA PLATFORMS INC
$9.5T
BLKCHFBLACKROCK INC
$9.4T
LINLINDE PLC
$9.2T
SHYGISHARES TR
$8.8T
QCOMQUALCOMM INC
$8.5T
RTXRTX CORPORATION
$8.4T
HONHONEYWELL INTL INC
$8.2T
UNHUNITEDHEALTH GROUP INC
$8.0T
FTECFIDELITY COVINGTON TRUST
$8.0T
ACNACCENTURE PLC IRELAND
$8.0T
CSCOCISCO SYS INC
$7.9T
GOOGLALPHABET INC
$7.9T
USHYISHARES TR
$7.8T
FBNDFIDELITY MERRIMACK STR TR
$7.8T
PANWPALO ALTO NETWORKS INC
$7.7T
LMTLOCKHEED MARTIN CORP
$7.4T
DEODIAGEO PLC
$7.3T
ABTABBOTT LABS
$7.3T
DMXFISHARES TR
$7.2T
VOTVANGUARD INDEX FDS
$7.2T
SBUXSTARBUCKS CORP
$7.2T
IJHISHARES TR
$7.0T
AVGOBROADCOM INC
$6.8T
SCHFSCHWAB STRATEGIC TR
$6.8T
VCSHVANGUARD SCOTTSDALE FDS
$6.6T
CLCOLGATE PALMOLIVE CO
$6.5T
AMZNAMAZON COM INC
$6.3T
VTIVANGUARD INDEX FDS
$6.2T
CATCATERPILLAR INC
$5.9T
XOMEXXON MOBIL CORP
$5.3T
QTRXQUANTERIX CORP
$5.2T
ABNBAIRBNB INC
$5.2T
HYLBDBX ETF TR
$5.2T
ANGLVANECK ETF TRUST
$5.2T
AMGNAMGEN INC
$5.1T
KLACKLA CORP
$5.0T
VCEBVANGUARD WORLD FD
$4.9T
AWCAMERICAN WTR WKS CO INC NEW
$4.8T
DYHTARGET CORP
$4.5T
WDAYWORKDAY INC
$4.3T
MARMARRIOTT INTL INC NEW
$4.2T
IVOGVANGUARD ADMIRAL FDS INC
$4.1T
SCHESCHWAB STRATEGIC TR
$4.0T
ORCLORACLE CORP
$4.0T
TFISPDR SER TR
$3.9T
INTCINTEL CORP
$3.9T
AQLTISHARES TR
$3.8T
VIOGVANGUARD ADMIRAL FDS INC
$3.6T
CVSCVS HEALTH CORP
$3.6T
KIESPDR SER TR
$3.6T
FDISFIDELITY COVINGTON TRUST
$3.5T
SCHWSCHWAB CHARLES CORP
$3.5T
Page 1 of 4Next