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| Name: |
Bordeaux Wealth Advisors LLC |
| City: |
MENLO PARK |
| State: |
CA |
| Zip: |
94025 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Page 1 of 1 |
Menu
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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 |
|
XOM |
Exxon Mobil Corp |
35 |
New |
$119.64 |
$1,171,000 |
10,073 |
0.39% |
1,171,000 |
10,073 |
0 |
Integrated Oil & Gas |
|
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TOST |
Toast, Inc. |
45 |
New |
$26.99 |
$698,000 |
28,023 |
0.23% |
698,000 |
28,023 |
0.007 |
N/A |
|
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DIA |
Diamonds Trust |
55 |
New |
$399.95 |
$547,000 |
1,375 |
0.18% |
547,000 |
1,375 |
0.002 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
75 |
New |
$76.40 |
$354,000 |
4,616 |
0.12% |
354,000 |
4,616 |
0.001 |
Closed - End Fund - E... |
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HUBB |
Hubbell Inc |
93 |
New |
$392.74 |
$249,000 |
600 |
0.08% |
249,000 |
600 |
0.001 |
Electronics Wholesale |
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AMD |
Advanced Micro Devices Inc |
96 |
New |
$164.47 |
$245,000 |
1,357 |
0.08% |
245,000 |
1,357 |
0 |
Semiconductor- Broad... |
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BIV |
Vanguard Intermediate-Term ... |
95 |
New |
$74.55 |
$245,000 |
3,250 |
0.08% |
245,000 |
3,250 |
0.002 |
Closed - End Fund - Debt |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
97 |
New |
$151.68 |
$244,000 |
1,795 |
0.08% |
244,000 |
1,795 |
0 |
Semiconductor - Integ... |
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ISRG |
Intuitive Surgical Inc |
101 |
New |
$372.63 |
$233,000 |
583 |
0.08% |
233,000 |
583 |
0 |
Medical Appliances & ... |
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IWV |
iShares Tr Russell 3000 Indx |
106 |
New |
$302.51 |
$221,000 |
737 |
0.07% |
221,000 |
737 |
0.002 |
Closed - End Fund - E... |
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IEMG |
Ishares Core Msci Emerging ... |
107 |
New |
$54.95 |
$218,000 |
4,216 |
0.07% |
218,000 |
4,216 |
0 |
N/A |
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DOV |
Dover Corp |
108 |
New |
$184.09 |
$215,000 |
1,216 |
0.07% |
215,000 |
1,216 |
0.001 |
Conglomerates |
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DIS |
Walt Disney Co |
109 |
New |
$103.25 |
$210,000 |
1,714 |
0.07% |
210,000 |
1,714 |
0 |
Entertainment - Diver... |
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CVS |
CVS/Caremark Corp |
110 |
New |
$57.68 |
$208,000 |
2,610 |
0.07% |
208,000 |
2,610 |
0 |
Drug Stores |
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MTUM |
Ishares Msci Usa Momentum F... |
111 |
New |
$0.00 |
$207,000 |
1,103 |
0.07% |
207,000 |
1,103 |
0 |
N/A |
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MINO |
Pimco Municipal Income Oppo... |
112 |
New |
$0.00 |
$204,000 |
4,465 |
0.07% |
204,000 |
4,465 |
0.05 |
N/A |
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NML |
Neuberger Berman MLP Income... |
114 |
New |
$7.72 |
$85,000 |
11,500 |
0.03% |
85,000 |
11,500 |
0.02 |
N/A |
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