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Reported Holdings Of The
Bronfman EL Rothschild LP

Legal Name: WEALTHSPIRE ADVISORS, L.P.

Period of report: Jun 30, 2019
Effectiveness Date: Aug 12, 2019

Security Shares Held / Principal Amount Market Value Option
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 348,366 $93,763k
ISHARES TR CORE S&P500 ETF (464287200) 292,085 $86,092k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 1,756,263 $73,254k
ACCENTURE PLC IRELAND (G1151C101) 344,962 $63,739k
ISHARES TR CORE S&P SCP ETF (464287804) 585,293 $45,817k
VANGUARD INDEX FDS MID CAP ETF (922908629) 273,151 $45,660k
SCHWAB STRATEGIC TR (808524805) 1,415,555 $45,425k
ISHARES TR CORE S&P MCP ETF (464287507) 221,673 $43,062k
FIRST TR EXCHANGE TRADED FD (33738D101) 1,545,051 $38,858k
SCHWAB STRATEGIC TR (808524201) 473,091 $33,206k
ISHARES TR RUSSELL 2000 ETF (464287655) 209,339 $32,552k
SCHWAB STRATEGIC TR (808524706) 930,276 $24,410k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 77,029 $22,569k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 309,517 $22,124k
Apple Inc (037833100) 98,567 $19,508k
VANGUARD INTL EQUITY INDEX F (922042775) 371,991 $18,968k
MICROSOFT CORP (594918104) 133,119 $17,833k
Ishares Core 1-5 Year Usd Bond Etf (46432F859) 304,615 $15,362k
VANGUARD INDEX FDS SMALL CP ET (922908751) 95,891 $15,022k
Schwab Aggregate Bond ETF (SCH (808524839) 282,013 $14,947k
ISHARES TR (464288372) 286,599 $13,241k
VANGUARD INDEX FDS (922908652) 105,057 $12,458k
iShares Core MSCI Total Intern (46432F834) 196,584 $11,528k
ISHARES RUS (464287689) 64,005 $11,032k
SPDR INDEX SHS FDS (78463X749) 203,866 $10,173k
Amazon.com Inc (023135106) 5,140 $9,733k
VERIZON COMMUNICATIONS (92343V104) 161,669 $9,236k
Berkshire Hathaway, Inc. (084670702) 42,632 $9,088k
ATLANTIC UN BANKSHAR (04911A107) 256,648 $9,067k
ISHARES TR RUS 1000 VAL ETF (464287598) 71,077 $9,042k
ISHARES (464287465) 132,268 $8,694k
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107) 24,163 $8,568k
ISHARES TR RUS 1000 GRW ETF (464287614) 52,653 $8,284k
PFIZER INC (717081103) 170,574 $7,389k
STRYKER CORP (863667101) 34,518 $7,096k
Schwab US Tips ETF (SCHP) (808524870) 125,855 $7,087k
VANGUARD GROUP (921908844) 58,993 $6,794k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 156,692 $6,664k
MASTERCARD INC (57636Q104) 24,477 $6,475k
JOHNSON & JOHNSON (478160104) 45,115 $6,284k
STARBUCKS CORP (855244109) 71,187 $5,968k
COCA-COLA CO (191216100) 113,077 $5,758k
PEPSICO INC (713448108) 42,973 $5,635k
Exxon Mobil Corp (30231G102) 69,171 $5,301k
VISA INC COM CL A (92826C839) 30,113 $5,226k
ALPHABET INC (02079K305) 4,793 $5,189k
JPMORGAN CHASE & CO (46625H100) 45,172 $5,050k
PROCTER & GAMBLE CO (742718109) 46,053 $5,050k
DISNEY WALT CO (254687106) 36,123 $5,044k
EAGLE BANCORP INC (268948106) 86,980 $4,708k
UNITEDHEALTH GRP INC (91324P102) 18,658 $4,553k
ISHARES TR RUS 1000 ETF (464287622) 26,377 $4,294k
Facebook Inc (30303M102) 22,156 $4,276k
MERCK & CO INC (58933Y105) 49,170 $4,123k
VANGUARD MALVERN FDS (922020805) 79,697 $3,931k
CHIPOTLE MEXICAN GRL (169656105) 5,358 $3,927k
Alphabet Inc (02079K107) 3,618 $3,911k
AT&T INC (00206R102) 115,950 $3,885k
RESTAURANT BRANDS INTL INC (76131D103) 55,394 $3,852k
LOWES CO (548661107) 36,726 $3,706k
CISCO SYSTEMS INC (17275R102) 66,806 $3,656k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 23,683 $3,555k
BECTON DICKINSON (075887109) 13,686 $3,449k
INTL BUSINESS MCHN (459200101) 24,707 $3,407k
Chevron Corp (166764100) 26,749 $3,329k
HOME DEPOT INC (437076102) 15,595 $3,243k
UNITED TECHNOLOGIES (913017109) 24,861 $3,237k
3M CO (88579Y101) 18,509 $3,208k
INTEL CORP (458140100) 63,483 $3,039k
FISERV INC (337738108) 32,944 $3,003k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 33,428 $2,922k

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