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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MISSION WEALTH MANAGEMENT, LP INSTITUTION : MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH MANAGEMENT, LP Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-10) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 57,922,000 678,640 6.42%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 57,242,000 444,047 6.34%
ISHARES TR    (CALIF MUN BD ETF) CMF 56,311,000 930,454 6.24%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 41,741,000 765,890 4.62%
MICROSOFT CORP    (COM) MSFT 40,041,000 253,889 4.44%
ISHARES TR    (CORE MSCI EAFE) IEFA 38,144,000 764,552 4.23%
ISHARES TR    (CORE S&P TTL STK) ISI 34,523,000 603,447 3.82%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 32,888,000 967,013 3.64%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 31,498,000 201,023 3.49%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 26,004,000 779,965 2.88%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 25,331,000 219,428 2.80%
VANGUARD INDEX FDS    (VALUE ETF) VTV 25,075,000 281,557 2.78%
APPLE INC    (COM) AAPL 24,640,000 96,898 2.73%
ISHARES TR    (CORE S&P SCP ETF) IJR 21,120,000 376,412 2.34%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 18,260,000 544,268 2.02%
ISHARES TR    (CORE US AGGBD ET) AGG 18,248,000 158,174 2.02%
ISHARES TR    (EAFE SML CP ETF) SCZ 15,274,000 340,705 1.69%
ISHARES TR    (NATIONAL MUN ETF) MUB 14,482,000 128,147 1.60%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 13,566,000 555,969 1.50%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 11,442,000 161,720 1.26%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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