Notify me when Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2020 | 122 | $400,294,000 | +$21,550,182 | -$8,883,705 | +$12,666,477 | JPST, IVV, XSOE, AAPL, VEA | 13F-HR | 04 Feb 2021, 17:55 |
| Q3 2020 | 99 | $354,395,000 | +$39,092,602 | -$43,055,597 | -$3,962,995 | JPST, IVV, XSOE, AAPL, VEA | 13F-HR | 09 Nov 2020, 13:27 |
| Q2 2020 | 89 | $343,863,000 | +$20,972,220 | -$90,419,379 | -$69,447,159 | IVV, JPST, XSOE, AAPL, VEA | 13F-HR | 06 Aug 2020, 15:42 |
| Q1 2020 | 90 | $359,162,000 | +$43,759,178 | -$43,144,291 | +$614,887 | IVV, JPST, VEA, XSOE, AAPL | 13F-HR | 06 May 2020, 16:10 |
| Q4 2019 | 115 | $433,800,000 | +$13,164,713 | -$7,497,186 | +$5,667,527 | IVV, JPST, XSOE, VEA, SCHF | 13F-HR | 29 Jan 2020, 17:29 |
| Q3 2019 | 106 | $399,528,000 | +$27,573,603 | -$3,920,783 | +$23,652,820 | IVV, JPST, VEA, XSOE, SCHF | 13F-HR | 30 Oct 2019, 17:38 |
| Q2 2019 | 104 | $375,497,000 | +$21,258,309 | -$4,433,022 | +$16,825,287 | IVV, JPST, VEA, XSOE, SCHF | 13F-HR | 31 Jul 2019, 11:47 |
| Q1 2019 | 96 | $350,587,000 | +$34,344,139 | -$26,552,731 | +$7,791,408 | IVV, JPST, VEA, XSOE, SCHF | 13F-HR | 25 Apr 2019, 16:26 |
| Q4 2018 | 86 | $309,862,000 | +$114,606,221 | -$62,134,475 | +$52,471,746 | IVV, VEA, XSOE, JPST, SCHF | 13F-HR | 30 Jan 2019, 14:05 |
| Q3 2018 | 93 | $293,297,000 | +$18,975,177 | -$14,406,514 | +$4,568,663 | IVV, VEA, VWO, AAPL, BND | 13F-HR | 13 Nov 2018, 17:05 |
| Q2 2018 | 432 | $277,384,000 | +$3,815,503 | -$1,754,057 | +$2,061,446 | IVV, VEA, VWO, AAPL, VXUS | 13F-HR | 02 Aug 2018, 09:20 |
| Q1 2018 | 438 | $276,022,000 | +$240,672,166 | -$892,138 | +$239,780,028 | IVV, VEA, VWO, AAPL, VXUS | 13F-HR | 25 Apr 2018, 14:51 |
| Q4 2017 | 261 | $36,412,000 | +$8,658,954 | -$218,886,545 | -$210,227,591 | AAPL, JPM, BRKB, T, DUK | 13F-HR | 14 Feb 2018, 18:06 |
| Q3 2017 | 395 | $245,211,000 | +$3,987,732 | -$21,145,209 | -$17,157,477 | IVV, VEA, VWO, AAPL, VXUS | 13F-HR | 07 Nov 2017, 18:11 |
| Q2 2017 | 380 | $251,959,000 | +$5,582,647 | -$5,087,408 | +$495,239 | IVV, VEA, VWO, BND, ATMP | 13F-HR | 27 Jul 2017, 17:56 |
| Q1 2017 | 429 | $246,224,000 | +$9,319,900 | -$152,324,736 | -$143,004,836 | IVV, VEA, VWO, BND, ATMP | 13F-HR | 28 Apr 2017, 16:58 |
| Q4 2016 | 487 | $369,756,000 | +$119,486,391 | -$5,366,905 | +$114,119,486 | IVV, VEA, VWO, BNDX, BND | Restatement | 14 Mar 2017, 16:41 |
| Q3 2016 | 421 | $253,297,000 | +$6,373,225 | -$7,095,734 | -$722,509 | IVV, VEA, VWO, BNDX, BND | 13F-HR | 14 Nov 2016, 12:16 |
| Q2 2016 | 405 | $245,779,000 | +$41,589,983 | -$12,788,932 | +$28,801,051 | IVV, VEA, VWO, BNDX, BND | 13F-HR | 08 Aug 2016, 14:21 |
| Q1 2016 | 381 | $211,966,000 | +$8,591,160 | -$3,125,965 | +$5,465,195 | IVV, VEA, VWO, BND, ATMP | 13F-HR | 12 May 2016, 15:45 |
| Q4 2015 | 366 | $203,996,000 | $0 | $0 | $0 | IVV, VEA, VWO, BND, ATMP | 13F-HR | 16 Feb 2016, 17:11 |