CA Family Wealth, LLC 13F Holdings

CIK 0001804673 · BEVERLY HILLS, CA

As of Mar 31, 2020, CA Family Wealth, LLC reported 43 positions worth $94.9K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FULGENT GENETICS INCFLGTHealthcare6,760,733$72.7K76.63%
iShares Gold TrustIAU—267,778$4.0K4.25%
ISHARES CORE S&P US GROWTH ETFIUSG—46,262$2.6K2.78%
ISHARES CORE S&P 500 ETFIVV—9,573$2.5K2.61%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services7,569 .4K1.46%
ISHARES US TREASURY BOND ETFGOVT—39,137 .1K1.15%
MICROSOFT CORPMSFTTechnology5,725$903.00.95%
APPLE INCAAPLTechnology3,125$795.00.84%
ISHARES CORE MSCI EAFE ETFIEFA—13,081$653.00.69%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGIB—8,459$465.00.49%
JOHNSON & JOHNSONJNJHealthcare3,453$453.00.48%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—5,129$416.00.44%
ISHARES ESG AWARE MSCI USA ETFESGU—7,180$413.00.44%
CISCO SYSTEMS INCCSCOTechnology10,103$397.00.42%
VANGUARD DIVIDEND APPREC ETFVIG—3,430$355.00.37%
ISHARES MBS ETFMBB—3,105$343.00.36%
SPDR S&P 500 ETF TRUSTSPY—1,275$329.00.35%
AMAZON.COM INCAMZNEquity160$312.00.33%
JPMORGAN CHASE & COJPMFinancial Services3,161$285.00.30%
ISHARES ESG AWARE MSCI EM ETFESGE—9,944$272.00.29%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSHYG—6,587$269.00.28%
NEXTERA ENERGY INCNEEUtilities1,107$266.00.28%
INTEL CORPINTCTechnology4,673$253.00.27%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology5,149$246.00.26%
MERCK & CO INCMRKHealthcare3,115$240.00.25%