BDO Wealth Advisors, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001713458 · JACKSONVILLE, FL

As of Jun 30, 2023, BDO Wealth Advisors, LLC reported 980 positions worth $830.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE MSCI EAFE ETF	IEFA	—	858,103	$57.9M	6.98%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	303,014	$45.3M	5.46%
ISHARES MSCI EAFE ETF	EFA	—	549,553	$39.8M	4.80%
ISHARES CORE S&P MID-CAP ETF	IJH	—	137,726	$36.0M	4.34%
ISHARES CORE S&P 500 ETF	IVV	—	72,015	$32.1M	3.87%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	582,280	$28.7M	3.46%
APPLE INC	AAPL	Technology	139,458	$27.1M	3.26%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	MINT	—	268,346	$26.8M	3.22%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	318,606	$24.1M	2.90%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	34,320	6.4M	1.98%
BANK OF AMERICA CORP	BAC	Financial Services	549,985	5.8M	1.90%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	380,344	5.5M	1.86%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	235,049	4.7M	1.77%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	EMXC	—	272,260	4.2M	1.70%
ISHARES S&P 500 VALUE ETF	IVE	—	85,129	3.7M	1.65%
MICROSOFT CORP	MSFT	Technology	37,216	2.7M	1.53%
SPDR S&P 500 ETF TRUST	SPY	—	24,683	0.9M	1.32%
ISHARES MSCI EMERGING MARKETS ETF	EEM	—	273,414	0.8M	1.30%
ISHARES S&P 500 GROWTH ETF	IVW	—	144,827	0.2M	1.23%
VANGUARD TAX-MANAGED FUNDS	VEA	—	189,831	$8.8M	1.06%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	85,907	$8.4M	1.01%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	106,831	$8.1M	0.97%
ALPHABET INC	GOOGL	Equity	62,986	$7.5M	0.91%
META PLATFORMS INC	META	Communication Services	23,447	$6.7M	0.81%
JPMORGAN CHASE & CO	JPM	Financial Services	46,224	$6.7M	0.81%