Filer Name: BORDEAUX WEALTH ADVISORS LLC
CIK: 1821271
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 161
Portfolio Value: $0.55B

Bordeaux Wealth Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 811,792 $99M 17.83% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 151,122 $43M 7.74% - -
AAPL US APPLE INC 171,682 $40M 7.24% - -
GOOG US ALPHABET INC-CL C 237,290 $40M 7.18% - -
MSFT US MICROSOFT CORP 58,428 $25M 4.55% - -
GOOGL US ALPHABET INC-CL A 102,746 $17M 3.08% - -
IWB US ISHARES RUSSELL 1000 ETF 48,639 $15M 2.77% - -
BA US BOEING CO/THE 100,373 $15M 2.76% - -
VEA US VANGUARD FTSE DEVELOPED ETF 288,330 $15M 2.75% - -
VHT US VANGUARD HEALTH CARE ETF 47,741 $13M 2.44% - -
VYM US VANGUARD HIGH DVD YIELD ETF 98,614 $13M 2.29% - -
VFH US VANGUARD FINANCIALS ETF 107,840 $12M 2.14% - -
MDY US SPDR S&P MIDCAP 400 ETF TRST 19,324 $11M 1.99% - -
VGT US VANGUARD INFO TECH ETF 18,798 $11M 1.99% - -
VXUS US VANGUARD TOTAL INTL STOCK 153,902 $10M 1.80% - -
IJH US ISHARES CORE S&P MIDCAP ETF 137,004 $9M 1.54% - -
VGK US VANGUARD FTSE EUROPE ETF 116,619 $8M 1.50% - -
IXN US ISHARES GLOBAL TECH ETF 95,910 $8M 1.43% - -
TSLA US TESLA INC 29,870 $8M 1.41% - -
META US META PLATFORMS INC-CLASS A 11,282 $6M 1.17% - -
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