RITHOLTZ WEALTH MANAGEMENT Diversified Active

CIK: 0001698218 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 9, 2020

Total Value ($000): $623,913 (100.0% shares, 0.0% debt)

Holdings (177)

IEI ISHARES TR 21.4%
Value ($000) $133,815 Shares 1,003,561 Est. Cost $133.32 Unrealized
VTI VANGUARD INDEX FDS 11.7%
Value ($000) $72,926 Shares 565,710 Est. Cost $145.03 Unrealized
BSV VANGUARD BD INDEX FDS 8.9%
Value ($000) $55,705 Shares 677,838 Est. Cost $79.80 Unrealized
TIP ISHARES TR 7.8%
Value ($000) $48,567 Shares 411,862 Est. Cost $113.55 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 6.0%
Value ($000) $37,521 Shares 866,938 Est. Cost $52.44 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 5.2%
Value ($000) $32,199 Shares 965,784 Est. Cost $39.68 Unrealized
QQQ INVESCO QQQ TR 4.9%
Value ($000) $30,867 Shares 162,114 Est. Cost $181.29 Unrealized
IEMG ISHARES INC 4.9%
Value ($000) $30,422 Shares 751,723 Est. Cost $51.73 Unrealized
TFI SPDR SER TR 4.5%
Value ($000) $27,782 Shares 555,640 Est. Cost $49.26 Unrealized
DXJ WISDOMTREE TR 2.5%
Value ($000) $15,811 Shares 375,122 Est. Cost $50.42 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $7,717 Shares 30,347 Est. Cost $39.58 Unrealized +79.6%
SPAB SPDR SER TR 1.1%
Value ($000) $6,961 Shares 230,342 Est. Cost $27.90 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $6,578 Shares 57,020 Est. Cost $114.67 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $4,062 Shares 64,676 Est. Cost $70.53 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $3,784 Shares 43,659 Est. Cost $86.55 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $3,404 Shares 48,731 Est. Cost $80.75 Unrealized
ISHARES TR 0.5%
Value ($000) $3,157 Shares 127,352 Est. Cost $24.65 Unrealized
FEZ SPDR INDEX SHS FDS 0.5%
Value ($000) $3,148 Shares 106,692 Est. Cost $33.27 Unrealized
ISHARES TR 0.5%
Value ($000) $3,026 Shares 121,056 Est. Cost $25.36 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,012 Shares 19,101 Est. Cost $88.38 Unrealized +76.9%
ISHARES TR 0.5%
Value ($000) $2,831 Shares 114,843 Est. Cost $24.55 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $2,811 Shares 24,873 Est. Cost $109.04 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $2,684 Shares 94,305 Est. Cost $32.63 Unrealized
SPYM SPDR SER TR 0.4%
Value ($000) $2,631 Shares 86,973 Est. Cost $30.09 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $2,574 Shares 49,158 Est. Cost $52.61 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $2,464 Shares 39,522 Est. Cost $60.46 Unrealized
SPIP SPDR SER TR 0.4%
Value ($000) $2,380 Shares 81,956 Est. Cost $41.21 Unrealized
DLS WISDOMTREE TR 0.4%
Value ($000) $2,377 Shares 49,462 Est. Cost $60.51 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,254 Shares 1,156 Est. Cost $82.73 Unrealized +17.0%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $2,195 Shares 9,267 Est. Cost $237.09 Unrealized
IEUR ISHARES TR 0.3%
Value ($000) $2,123 Shares 57,256 Est. Cost $48.61 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,799 Shares 18,628 Est. Cost $98.50 Unrealized +25.4%
LQD ISHARES TR 0.3%
Value ($000) $1,757 Shares 14,224 Est. Cost $123.52 Unrealized
SLYV SPDR SER TR 0.3%
Value ($000) $1,696 Shares 41,503 Est. Cost $54.62 Unrealized
IPAC ISHARES TR 0.2%
Value ($000) $1,522 Shares 32,837 Est. Cost $58.84 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $1,512 Shares 12,445 Est. Cost $121.49 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $1,484 Shares 31,269 Est. Cost $53.33 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,458 Shares 5,658 Est. Cost $284.22 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,340 Shares 10,216 Est. Cost $109.45 Unrealized +9.8%
V VISA INC 0.2%
Value ($000) $1,190 Shares 7,383 Est. Cost $110.74 Unrealized +63.2%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,184 Shares 4,491 Est. Cost $3.61 Unrealized +73.8%
SHV ISHARES TR 0.2%
Value ($000) $1,172 Shares 10,560 Est. Cost $110.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,153 Shares 6,306 Est. Cost $198.00 Unrealized +7.3%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $1,134 Shares 7,766 Est. Cost $85.38 Unrealized +91.7%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,085 Shares 32,342 Est. Cost $42.73 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,076 Shares 9,781 Est. Cost $79.34 Unrealized +30.9%
ORCL ORACLE CORP 0.2%
Value ($000) $1,074 Shares 22,213 Est. Cost $41.59 Unrealized +14.2%
HYG ISHARES TR 0.2%
Value ($000) $1,066 Shares 13,832 Est. Cost $77.07 Unrealized
AEGLEA BIOTHERAPEUTICS INC 0.2%
Value ($000) $1,047 Shares 224,646 Est. Cost $7.49 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,006 Shares 31,600 Est. Cost $37.40 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $988 Shares 11,581 Est. Cost $79.27 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $928 Shares 6,266 Est. Cost $124.27 Unrealized
ISHARES TR 0.1%
Value ($000) $897 Shares 36,305 Est. Cost $25.60 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $871 Shares 9,677 Est. Cost $76.16 Unrealized +36.1%
AMGN AMGEN INC 0.1%
Value ($000) $864 Shares 4,262 Est. Cost $160.61 Unrealized +13.5%
CRBN ISHARES TR 0.1%
Value ($000) $864 Shares 8,449 Est. Cost $114.83 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $841 Shares 723 Est. Cost $54.96 Unrealized +22.5%
T AT&T INC 0.1%
Value ($000) $839 Shares 28,779 Est. Cost $16.06 Unrealized +13.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $821 Shares 29,397 Est. Cost $29.67 Unrealized +10.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $808 Shares 21,270 Est. Cost $53.00 Unrealized -20.6%
ISHARES TR 0.1%
Value ($000) $752 Shares 29,815 Est. Cost $25.09 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $752 Shares 647 Est. Cost $51.89 Unrealized +29.6%
ESGE ISHARES INC 0.1%
Value ($000) $722 Shares 26,372 Est. Cost $44.98 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $721 Shares 1,570 Est. Cost $82.78 Unrealized +106.8%
PEP PEPSICO INC 0.1%
Value ($000) $690 Shares 5,743 Est. Cost $87.16 Unrealized +29.4%
AOM ISHARES TR 0.1%
Value ($000) $642 Shares 17,488 Est. Cost $37.58 Unrealized
USRT ISHARES TR 0.1%
Value ($000) $631 Shares 16,108 Est. Cost $44.89 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $615 Shares 11,369 Est. Cost $37.08 Unrealized +41.1%
NVS NOVARTIS A G 0.1%
Value ($000) $581 Shares 7,046 Est. Cost $82.46 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $550 Shares 8,129 Est. Cost $52.35 Unrealized +37.4%
IVV ISHARES TR 0.1%
Value ($000) $541 Shares 2,095 Est. Cost $286.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $524 Shares 5,066 Est. Cost $93.81 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $518 Shares 11,370 Est. Cost $45.56 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $507 Shares 15,537 Est. Cost $24.81 Unrealized +4.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $494 Shares 1,733 Est. Cost $174.30 Unrealized +59.4%
CHINA PETE & CHEM CORP 0.1%
Value ($000) $488 Shares 10,026 Est. Cost $48.67 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $480 Shares 1,988 Est. Cost $237.33 Unrealized +21.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $473 Shares 6,529 Est. Cost $84.49 Unrealized -10.0%
SDY SPDR SER TR 0.1%
Value ($000) $465 Shares 5,826 Est. Cost $86.64 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $454 Shares 2,723 Est. Cost $166.07 Unrealized +17.1%
IEFA ISHARES TR 0.1%
Value ($000) $440 Shares 8,829 Est. Cost $56.53 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $439 Shares 8,164 Est. Cost $39.81 Unrealized +3.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $411 Shares 7,370 Est. Cost $46.89 Unrealized +3.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $409 Shares 1,640 Est. Cost $227.71 Unrealized +9.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $408 Shares 8,541 Est. Cost $47.77 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $403 Shares 10,243 Est. Cost $36.30 Unrealized +1.0%
C CITIGROUP INC 0.1%
Value ($000) $399 Shares 9,480 Est. Cost $55.95 Unrealized -3.1%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $391 Shares 800 Est. Cost $348.42 Unrealized +17.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $390 Shares 5,065 Est. Cost $46.63 Unrealized +39.6%
KRYS KRYSTAL BIOTECH INC 0.1%
Value ($000) $389 Shares 9,000 Est. Cost $25.03 Unrealized +109.0%
SONY SONY CORP 0.1%
Value ($000) $389 Shares 6,574 Est. Cost $59.17 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $382 Shares 13,635 Est. Cost $24.91 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $381 Shares 5,791 Est. Cost $71.00 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $376 Shares 1,933 Est. Cost $194.52 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $374 Shares 1,553 Est. Cost $54.30 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $362 Shares 1,938 Est. Cost $165.39 Unrealized +15.0%
SUSA ISHARES TR 0.1%
Value ($000) $353 Shares 3,216 Est. Cost $108.80 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $335 Shares 3,658 Est. Cost $93.22 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.1%
Value ($000) $317 Shares 14,109 Est. Cost $22.47 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $311 Shares 10,841 Est. Cost $44.53 Unrealized -17.7%
LLY LILLY ELI & CO 0.0%
Value ($000) $308 Shares 2,219 Est. Cost $128.17 Unrealized 0.0%
HEWJ ISHARES TR 0.0%
Value ($000) $307 Shares 11,275 Est. Cost $28.09 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $305 Shares 7,795 Est. Cost $39.56 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $302 Shares 11,702 Est. Cost $29.37 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $302 Shares 1,513 Est. Cost $130.30 Unrealized +51.2%
CMI CUMMINS INC 0.0%
Value ($000) $289 Shares 2,134 Est. Cost $143.92 Unrealized -6.4%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $279 Shares 2,119 Est. Cost $137.86 Unrealized
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $278 Shares 2,951 Est. Cost $134.23 Unrealized
AON PLC 0.0%
Value ($000) $277 Shares 1,677 Est. Cost $134.28 Unrealized
BA BOEING CO 0.0%
Value ($000) $276 Shares 1,852 Est. Cost $222.46 Unrealized +22.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $276 Shares 3,328 Est. Cost $105.19 Unrealized +0.8%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $273 Shares 12,843 Est. Cost $25.45 Unrealized +1.8%
DVY ISHARES TR 0.0%
Value ($000) $273 Shares 3,719 Est. Cost $90.28 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $272 Shares 1,646 Est. Cost $171.10 Unrealized +0.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $268 Shares 1,710 Est. Cost $165.07 Unrealized
CRM SALESFORCE COM INC 0.0%
Value ($000) $268 Shares 1,862 Est. Cost $159.56 Unrealized +6.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $264 Shares 3,979 Est. Cost $60.28 Unrealized +2.1%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $263 Shares 2,263 Est. Cost $75.92 Unrealized +49.3%
BP BP PLC 0.0%
Value ($000) $262 Shares 10,728 Est. Cost $39.30 Unrealized
IMOS CHIPMOS TECHNOLOGIES INC 0.0%
Value ($000) $260 Shares 14,842 Est. Cost $17.52 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $260 Shares 4,295 Est. Cost $62.38 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $259 Shares 765 Est. Cost $256.28 Unrealized +30.7%
CSX CSX CORP 0.0%
Value ($000) $257 Shares 4,484 Est. Cost $17.18 Unrealized +25.5%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $257 Shares 4,738 Est. Cost $51.22 Unrealized
NKE NIKE INC 0.0%
Value ($000) $252 Shares 3,046 Est. Cost $85.89 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $243 Shares 13,398 Est. Cost $18.14 Unrealized
CHINA MOBILE LIMITED 0.0%
Value ($000) $241 Shares 6,403 Est. Cost $37.64 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $235 Shares 626 Est. Cost $35.38 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $233 Shares 2,104 Est. Cost $100.64 Unrealized -2.4%
AOK ISHARES TR 0.0%
Value ($000) $233 Shares 6,907 Est. Cost $33.73 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $231 Shares 3,409 Est. Cost $67.76 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $227 Shares 4,646 Est. Cost $48.86 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $224 Shares 7,023 Est. Cost $38.10 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $223 Shares 1,367 Est. Cost $177.04 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value ($000) $223 Shares 2,936 Est. Cost $78.61 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $221 Shares 2,374 Est. Cost $94.98 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $220 Shares 777 Est. Cost $298.40 Unrealized +4.1%
IJH ISHARES TR 0.0%
Value ($000) $220 Shares 1,529 Est. Cost $193.80 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $219 Shares 2,923 Est. Cost $54.92 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $214 Shares 673 Est. Cost $342.05 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $212 Shares 4,755 Est. Cost $44.58 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $211 Shares 2,892 Est. Cost $62.63 Unrealized -3.0%
WMT WALMART INC 0.0%
Value ($000) $205 Shares 1,807 Est. Cost $35.37 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $204 Shares 1,281 Est. Cost $178.51 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $181 Shares 13,445 Est. Cost $51.25 Unrealized -50.7%
ROYAL BK SCOTLAND GROUP PLC 0.0%
Value ($000) $161 Shares 59,020 Est. Cost $2.73 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $142 Shares 11,291 Est. Cost $17.37 Unrealized 0.0%
NMR NOMURA HLDGS INC 0.0%
Value ($000) $128 Shares 29,951 Est. Cost $4.27 Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $128 Shares 17,964 Est. Cost $9.03 Unrealized
CYD CHINA YUCHAI INTL LTD 0.0%
Value ($000) $119 Shares 11,073 Est. Cost $9.05 Unrealized 0.0%
CHINA DISTANCE ED HLDGS LTD 0.0%
Value ($000) $94 Shares 14,062 Est. Cost $6.68 Unrealized
PC-TEL INC 0.0%
Value ($000) $87 Shares 13,084 Est. Cost $6.65 Unrealized
AMCOR PLC 0.0%
Value ($000) $85 Shares 10,511 Est. Cost $7.49 Unrealized 0.0%
WIT WIPRO LTD 0.0%
Value ($000) $72 Shares 23,126 Est. Cost $3.11 Unrealized
KMDA KAMADA LTD 0.0%
Value ($000) $69 Shares 11,874 Est. Cost $5.92 Unrealized 0.0%
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value ($000) $69 Shares 11,557 Est. Cost $7.08 Unrealized 0.0%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $67 Shares 13,911 Est. Cost $4.82 Unrealized
ORION ENERGY SYSTEMS INC 0.0%
Value ($000) $67 Shares 18,133 Est. Cost $3.69 Unrealized
POLARITYTE INC 0.0%
Value ($000) $67 Shares 61,700 Est. Cost $10.31 Unrealized
LYTS LSI INDS INC 0.0%
Value ($000) $66 Shares 17,490 Est. Cost $5.59 Unrealized +2.6%
RYZ RYERSON HLDG CORP 0.0%
Value ($000) $64 Shares 12,002 Est. Cost $9.82 Unrealized -10.2%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $62 Shares 40,847 Est. Cost $1.52 Unrealized
MECHEL PAO 0.0%
Value ($000) $57 Shares 39,798 Est. Cost $1.43 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $57 Shares 11,126 Est. Cost $5.12 Unrealized
ALASKA COMMUNICATIONS SYS GR 0.0%
Value ($000) $48 Shares 27,698 Est. Cost $1.73 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $45 Shares 20,579 Est. Cost $2.47 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 28,515 Est. Cost $1.53 Unrealized 0.0%
III INFORMATION SERVICES GROUP I 0.0%
Value ($000) $42 Shares 16,196 Est. Cost $2.37 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $41 Shares 11,219 Est. Cost $3.65 Unrealized
CHEETAH MOBILE INC 0.0%
Value ($000) $41 Shares 19,797 Est. Cost $2.07 Unrealized
GOLDFIELD CORP 0.0%
Value ($000) $36 Shares 12,554 Est. Cost $2.87 Unrealized
DHX DHI GROUP INC 0.0%
Value ($000) $32 Shares 14,682 Est. Cost $3.55 Unrealized -24.4%
CONTANGO OIL & GAS CO 0.0%
Value ($000) $23 Shares 15,000 Est. Cost $3.67 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $22 Shares 12,935 Est. Cost $3.01 Unrealized 0.0%
BIG 5 SPORTING GOODS CORP 0.0%
Value ($000) $21 Shares 19,511 Est. Cost $2.99 Unrealized
CEDAR REALTY TRUST INC 0.0%
Value ($000) $14 Shares 15,465 Est. Cost $0.91 Unrealized
EGY VAALCO ENERGY INC 0.0%
Value ($000) $13 Shares 14,894 Est. Cost $1.55 Unrealized 0.0%