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| Name: |
GPWM LLC |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15222 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
7 |
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Increased Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BND |
Vanguard Total Bond Market ETF |
1 |
- |
$72.66 |
$15,013,000 |
206,705 |
12.02% |
718,000 |
12,343 |
0.023 |
Closed - End Fund - E... |
|
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VTEB |
Vanguard Tax Exempt Bond Etf |
2 |
- |
$50.41 |
$14,832,000 |
293,113 |
11.88% |
7,229,000 |
144,179 |
0.017 |
N/A |
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BNDX |
Vanguard Total Internationa... |
6 |
- |
$48.95 |
$10,226,000 |
207,897 |
8.19% |
512,000 |
11,117 |
0.023 |
N/A |
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VNQ |
Vanguard REIT Index VIPERs |
8 |
- |
$84.00 |
$7,297,000 |
84,379 |
5.84% |
217,000 |
4,254 |
0.024 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
10 |
- |
$43.76 |
$6,698,000 |
160,351 |
5.36% |
352,000 |
5,940 |
0.001 |
Closed - End Fund - E... |
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VSS |
Vanguard FTSE All-Wld ex-US... |
12 |
- |
$117.56 |
$5,149,000 |
44,072 |
4.12% |
155,000 |
655 |
0.009 |
Closed - End Fund - Debt |
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DFUS |
Dimensional U S Equity Etf |
14 |
- |
$58.60 |
$103,000 |
1,809 |
0.08% |
9,000 |
3 |
0 |
N/A |
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