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

Robertson Stephens Wealth Management, LLC INSTITUTION : Robertson Stephens Wealth Management, LLC
Robertson Stephens Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-07-31) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 8,588,000 29,168 8.35%
ISHARES TR    (CORE S&P500 ETF) IVV 7,669,000 26,019 7.46%
ISHARES TR    (CORE MSCI EAFE) IEFA 5,585,000 90,961 5.43%
ISHARES TR    (IBOXX INV CP ETF) LQD 5,486,000 44,113 5.33%
ISHARES TR    (20 YR TR BD ETF) TLT 5,474,000 41,217 5.32%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 4,752,000 60,897 4.62%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 4,046,000 24,702 3.93%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 3,904,000 42,141 3.79%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,547,000 45,317 3.45%
VANGUARD GROUP    (DIV APP ETF) VIG 3,502,000 30,410 3.40%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 2,823,000 23,685 2.74%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 2,480,000 89,868 2.41%
ISHARES TR    (RUS 1000 GRW ETF) IWF 2,430,000 15,442 2.36%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,251,000 11,585 2.18%
ISHARES TR    (EAFE GRWTH ETF) EFG 2,250,000 27,852 2.18%
MCCORMICK & CO INC    (COM NON VTG) MKC 2,136,000 13,778 2.07%
ISHARES TR    (MSCI EAFE ETF) EFA 1,879,000 28,589 1.82%
ISHARES TR    (EAFE SML CP ETF) SCZ 1,854,000 32,302 1.80%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,647,000 38,386 1.60%
ISHARES TR    (JPMORGAN USD EMG) EMB 1,565,000 13,811 1.52%


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