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STOCK TICKER:

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

Altium Wealth Management LLC INSTITUTION : Altium Wealth Management LLC
Altium Wealth Management LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-23) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 95,930,000 405,075 13.15%
ISHARES TR    (CORE MSCI EAFE) IEFA 88,383,000 1,771,549 12.11%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 39,295,000 1,178,609 5.38%
ISHARES TR    (CORE S&P MCP ETF) IJH 31,831,000 221,264 4.36%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 29,887,000 564,975 4.09%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 27,674,000 317,764 3.79%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 23,220,000 155,995 3.18%
ISHARES INC    (CORE MSCI EMKT) IEMG 22,402,000 553,544 3.07%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 18,633,000 521,340 2.55%
VANGUARD INDEX FDS    (MID CAP ETF) VO 18,327,000 139,213 2.51%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 17,172,000 664,568 2.35%
VANGUARD ADMIRAL FDS INC    (500 VAL IDX FD) VOOV 15,680,000 168,059 2.14%
APPLE INC    (COM) AAPL 14,105,000 55,468 1.93%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 13,815,000 411,774 1.89%
ISHARES TR    (CORE S&P SCP ETF) IJR 11,937,000 212,736 1.63%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 11,368,000 62,177 1.55%
MICROSOFT CORP    (COM) MSFT 10,457,000 66,305 1.43%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 6,875,000 59,555 0.94%
AMAZON COM INC    (COM) AMZN 6,741,000 3,458 0.92%
VANGUARD INDEX FDS    (VALUE ETF) VTV 5,605,000 62,940 0.76%


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MAJOR GURUS:
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