GIRARD PARTNERS LTD. 13F Holdings
CIK 02815798 · KING OF PRUSSIA, PA
As of Dec 31, 2022, GIRARD PARTNERS LTD. reported 260 positions worth $866.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 374,739 | $48.7M | 5.62% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 979,875 | $44.1M | 5.09% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 764,585 | $39.5M | 4.56% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 1,309,253 | $32.9M | 3.80% |
| MICROSOFT CORP | MSFT | Technology | 115,197 | $27.6M | 3.19% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 276,992 | $24.2M | 2.80% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 528,627 | $23.8M | 2.74% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 279,786 |