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STOCK TICKER:

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: 2020-05-01) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
Focus Finl Partners    (COM CL A) 21,192,000 921,000 7.23%
Adaptive    (COM) 14,920,000 537,095 5.09%
SPDR S&P 500 ETF    (TR UNIT) SPY 11,780,000 45,470 4.02%
iShares Core S&P 500 ETF    (CORE S&P500 ETF) IVV 10,694,000 41,386 3.65%
Vanguard S&P 500 ETF    (S&P 500 ETF SHS) VOO 9,935,000 41,951 3.39%
Technology Select Sector SPDR ETF    (TECHNOLOGY) XLK 9,711,000 120,822 3.31%
Apple Inc    (COM) AAPL 9,618,000 37,821 3.28%
Powershares QQQ R Series 1    (UNIT SER 1) 9,046,000 47,511 3.08%
Health Care Select Sector SPDR ETF    (SBI HEALTHCARE) XLV 7,939,000 89,626 2.71%
iShares Currency Hedged MSCI Eurozone ETF    (CUR HD EURZN ETF) HEZU 7,523,000 318,629 2.56%
iShares Trust Core (divid GWTH)    (CORE DIV GRWTH) DGRO 6,609,000 202,800 2.25%
iShares MSCI Emerging Markets ETF    (MSCI EMG MKT ETF) EEM 6,246,000 183,004 2.13%
Microsoft Corp    (COM) MSFT 4,625,000 29,327 1.57%
Vanguard Growth ETF    (GROWTH ETF) VUG 4,593,000 29,314 1.56%
Sector SPDR Fincl Select    (SBI INT-FINL) XLF 4,372,000 210,003 1.49%
Deutsche X-trackers MSCI Japan Hedged Eq ETF    (XTRACK MSCI JAPN) DBJP 4,213,000 118,868 1.43%
Amazon Com Inc    (COM) AMZN 4,069,000 2,087 1.38%
Vanguard FTSE Developed Markets ETF    (FTSE DEV MKT ETF) VEA 3,816,000 114,466 1.30%
Vanguard Total Stock Market ETF    (TOTAL STK MKT) VTI 3,592,000 27,861 1.22%
Vanguard Dividend Appreciation ETF    (DIV APP ETF) VIG 3,387,000 32,758 1.15%


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MAJOR GURUS:
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