13F Filings for Selective Wealth Management, Inc. (CIK: 1755670)
View the most recent portfolio holdings disclosed by Selective Wealth Management, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 123.12K | $70.62M | 25.79% | Decreased | 2.58K (2.0%, $8.96M) |
| SGOV - ISHARES TR(Class: 0-3 MNTH TREASRY) | 529.73K | $53.21M | 19.43% | Increased | 172.67K (48.0%, $17.33M) |
| META - META PLATFORMS INC(Class: CL A) | 15.93K | $11.67M | 4.26% | Decreased | 352 (2.0%, $2.82M) |
| WCLD - WISDOMTREE TR(Class: CLOUD COMPUTNG) | 295.07K | $10.86M | 3.97% | Decreased | 8.71K (2.0%, $1.58M) |
| SPLG - SPDR SERIES TRUST(Class: PORTFOLIO SP500) | 139.36K | $10.23M | 3.74% | Increased | 24.84K (21.0%, $3.04M) |
| JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM) | 147K | $8.36M | 3.05% | Decreased | 15.14K (9.0%, $395.34K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 11.44K | $7.18M | 2.62% | Increased | 184 (1.0%, $1.13M) |
| TWLO - TWILIO INC(Class: CL A) | 57.26K | $6.96M | 2.54% | Decreased | 1.76K (2.0%, $1.83M) |
| CRM - SALESFORCE INC(Class: COM) | 22.55K | $6.11M | 2.23% | Decreased | 712 (3.0%, $177.46K) |
| VEEV - VEEVA SYS INC(Class: CL A COM) | 19.73K | $5.61M | 2.05% | Decreased | 766 (3.0%, $1.14M) |
| AAPL - APPLE INC(Class: COM) | 25.57K | $5.40M | 1.97% | Decreased | 3.02K (10.0%, $265.60K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 15.99K | $4.92M | 1.80% | Increased | 2.02K (14.0%, $1.26M) |
| NOW - SERVICENOW INC(Class: COM) | 4.53K | $4.59M | 1.68% | Decreased | 155 (3.0%, $911.70K) |
| OKTA - OKTA INC(Class: CL A) | 36.33K | $3.60M | 1.32% | Decreased | 1.19K (3.0%, $217.85K) |
| DOCU - DOCUSIGN INC(Class: COM) | 44.67K | $3.56M | 1.30% | Decreased | 1.62K (3.0%, $113.04K) |
| V - VISA INC(Class: COM CL A) | 8.26K | $2.95M | 1.08% | Decreased | 224 (2.0%, $126.49K) |
| MSFT - MICROSOFT CORP(Class: COM) | 4.59K | $2.31M | 0.84% | Decreased | 41 (0.0%, $513K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 3.58K | $2.23M | 0.82% | Decreased | 45 (1.0%, $298.18K) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 3.82K | $2.12M | 0.77% | Increased | 2 (0.0%, $389.32K) |
| BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND) | 24.41K | $1.91M | 0.70% | Decreased | 2.33K (8.0%, $168.58K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 11.29K | $1.84M | 0.67% | Increased | 2.93K (34.0%, $910.95K) |
| SCHB - SCHWAB STRATEGIC TR(Class: US BRD MKT ETF) | 73.71K | $1.78M | 0.65% | Decreased | 22 (0.0%, $266.39K) |
| VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 25.46K | $1.77M | 0.64% | Decreased | 7.22K (22.0%, $195.21K) |
| N/A - VANGUARD WORLD FD(Class: ESG US STK ETF) | 14.98K | $1.66M | 0.61% | Increased | 2.71K (22.0%, $508.67K) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 3.63K | $1.55M | 0.57% | Decreased | 76 (2.0%, $259.15K) |