SVB Wealth Advisory, Inc. 13F Holdings
CIK 02820212 · SAN FRANCISCO, CA
As of Mar 31, 2022, SVB Wealth Advisory, Inc. reported 42 positions worth
CIK 02820212 · SAN FRANCISCO, CA
As of Mar 31, 2022, SVB Wealth Advisory, Inc. reported 42 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 106,050 | $44.0K | 27.31% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 526,403 | 9.3K | 11.99% |
| SCHWAB US TIPS ETF | SCHP | — | 230,030 | 4.0K | 8.66% |
| ISHARES GLOBAL REIT ETF | REET | — | 368,543 | 0.8K | 6.68% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 102,556 | $8.2K | 5.06% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 90,054 | $6.3K | 3.88% |
| ISHARES GLOBAL INFRASTRUCTURE ETF | IGF | — | 118,424 | $6.0K | 3.74% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 129,720 | $6.0K | 3.71% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 43,828 | $4.7K | 2.93% |
| ISHARES MSCI EAFE ETF | EFA | — | 54,817 | $4.0K | 2.50% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 56,240 | $3.5K | 2.17% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 47,794 | $3.2K | 1.97% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 16,765 | $2.7K | 1.69% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 9,388 | $2.3K | 1.46% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 29,500 | $2.3K | 1.43% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 10,219 | $2.2K | 1.35% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,231 | .9K | 1.19% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,739 | .7K | 1.05% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 31,339 | .6K | 1.02% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 14,611 | .6K | 0.98% |
| ISHARES US ENERGY ETF | IYE | — | 35,992 | .5K | 0.91% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 26,236 | .5K | 0.90% |
| ISHARES US BASIC MATERIALS ETF | IYM | — | 8,981 | .3K | 0.83% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 3,949 | .1K | 0.66% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,591 | $997.0 | 0.62% |