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Size ($ in 1000's)
At 03/31/2024: $124,870
At 12/31/2023: $124,688
Gpwm LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gpwm LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Gpwm LLC top holdings by largest position size, as per the latest 13f filing made by Gpwm LLC.
In the Gpwm LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Gpwm LLC in that top holding, then the share count change between reporting periods, and finally the Gpwm LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD BD INDEX FDS (BND) |
206,705 |
+12,343 |
$15,013 | | BND | 206,705 | +12,343 | $15,013 | | VANGUARD MUN BD FDS (VTEB) |
293,113 |
+144,179 |
$14,832 | | VTEB | 293,113 | +144,179 | $14,832 | | VANGUARD TAX MANAGED INTL FD (VEA) |
294,994 |
-8,491 |
$14,800 | | VEA | 294,994 | -8,491 | $14,800 | | VANGUARD INDEX FDS (VV) |
55,342 |
-9,387 |
$13,269 | | VV | 55,342 | -9,387 | $13,269 | | VANGUARD INDEX FDS (VB) |
49,257 |
-1,880 |
$11,260 | | VB | 49,257 | -1,880 | $11,260 | | VANGUARD CHARLOTTE FDS (BNDX) |
207,897 |
+11,117 |
$10,226 | | BNDX | 207,897 | +11,117 | $10,226 | | VANGUARD MALVERN FDS (VTIP) |
213,232 |
-3,882 |
$10,212 | | VTIP | 213,232 | -3,882 | $10,212 | | VANGUARD INDEX FDS (VNQ) |
84,379 |
+4,254 |
$7,297 | | VNQ | 84,379 | +4,254 | $7,297 | | VANGUARD INDEX FDS (VTV) |
41,931 |
-2,898 |
$6,829 | | VTV | 41,931 | -2,898 | $6,829 | | VANGUARD INTL EQUITY INDEX F (VWO) |
160,351 |
+5,940 |
$6,698 | | VWO | 160,351 | +5,940 | $6,698 | | VANGUARD INDEX FDS (VBR) |
28,978 |
-913 |
$5,560 | | VBR | 28,978 | -913 | $5,560 | | VANGUARD INTL EQUITY INDEX F (VSS) |
44,072 |
+655 |
$5,149 | | VSS | 44,072 | +655 | $5,149 | | VANGUARD WORLD FD (ESGV) |
38,573 |
-962 |
$3,595 | | ESGV | 38,573 | -962 | $3,595 | | DIMENSIONAL ETF TRUST (DFUS) |
1,809 |
+3 |
$103 | | DFUS | 1,809 | +3 | $103 | | SCHWAB STRATEGIC TR |
122 |
UNCH |
$8 | | SCHX | 122 | UNCH | $8 | | SCHWAB STRATEGIC TR |
158 |
UNCH |
$7 | | SCHZ | 158 | UNCH | $7 | | SCHWAB STRATEGIC TR |
88 |
UNCH |
$4 | | SCHA | 88 | UNCH | $4 | | SCHWAB STRATEGIC TR |
113 |
UNCH |
$4 | | SCHF | 113 | UNCH | $4 | | SCHWAB STRATEGIC TR |
105 |
UNCH |
$3 | | SCHE | 105 | UNCH | $3 |
See Full List: All Stocks Held By Gpwm LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Gpwm LLC
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