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| Name: |
PALO ALTO WEALTH ADVISORS LLC |
| City: |
PALO ALTO |
| State: |
CA |
| Zip: |
94303 |
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data |
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Filing Period: |
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| Holdings
Found :
16 |
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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 |
|
MOAT |
VANECK VECTORS ETF TR |
1 |
- |
$53.88 |
$28,915,000 |
321,633 |
20.39% |
3,028,000 |
16,615 |
0.357 |
N/A |
|
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QUAL |
Ishares Msci Usa Quality Fa... |
3 |
- |
$0.00 |
$13,906,000 |
84,613 |
9.8% |
2,632,000 |
8,045 |
0.004 |
N/A |
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GOOG |
Alphabet Inc |
4 |
- |
$177.29 |
$12,620,000 |
82,884 |
8.9% |
2,680,000 |
12,354 |
0.001 |
Search Engines & Info... |
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JHMM |
John Hancock Multifactor Mi... |
7 |
- |
$56.63 |
$8,802,000 |
153,397 |
6.21% |
1,638,000 |
17,354 |
0.17 |
N/A |
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AAPL |
Apple Inc |
11 |
- |
$189.87 |
$3,508,000 |
20,455 |
2.47% |
-425,000 |
26 |
0 |
Personal Computers |
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TFLO |
Ishares Treasury Floating R... |
12 |
- |
$0.00 |
$2,392,000 |
47,193 |
1.69% |
1,608,000 |
31,668 |
0.005 |
N/A |
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KCCA |
Kraneshares California Carb... |
14 |
- |
$0.00 |
$1,763,000 |
61,535 |
1.24% |
128,000 |
7,325 |
0.684 |
N/A |
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OKTA |
Okta, Inc. |
19 |
- |
$102.96 |
$1,039,000 |
9,928 |
0.73% |
255,000 |
1,273 |
0.006 |
N/A |
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VIG |
Vanguard Dividend Appreciat... |
21 |
- |
$184.06 |
$719,000 |
3,939 |
0.51% |
51,000 |
17 |
0.001 |
Closed - End Fund - Debt |
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JCPB |
Jpmorgan Core Plus Bond Etf |
25 |
- |
$0.00 |
$516,000 |
11,072 |
0.36% |
60,000 |
1,427 |
0.012 |
N/A |
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QUS |
Spdr Msci Usa Strategicfactors |
27 |
- |
$0.00 |
$441,000 |
3,025 |
0.31% |
53,000 |
89 |
0.037 |
N/A |
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IWM |
iShares Tr Russell 2000 Indx |
29 |
- |
$208.08 |
$438,000 |
2,083 |
0.31% |
21,000 |
5 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
31 |
- |
$532.13 |
$393,000 |
747 |
0.28% |
37,000 |
2 |
0 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
33 |
- |
$110.39 |
$358,000 |
3,244 |
0.25% |
8,000 |
10 |
0.001 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
35 |
- |
$486.69 |
$338,000 |
704 |
0.24% |
84,000 |
123 |
0 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
36 |
- |
$49.56 |
$285,000 |
5,677 |
0.2% |
28,000 |
303 |
0 |
Closed - End Fund - F... |
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