Moss Adams Wealth Advisors LLC Diversified Active

CIK: 0001661245 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Dec 20, 2023

Total Value ($000): $293,577 (100.0% shares, 0.0% debt)

Holdings (181)

VGIT VANGUARD SCOTTSDALE FDS 20.6%
Value ($000) $60,422 Shares 1,007,712 Est. Cost $59.96 Unrealized
IJR ISHARES TR 17.7%
Value ($000) $52,087 Shares 538,648 Est. Cost $95.12 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 16.3%
Value ($000) $47,896 Shares 877,222 Est. Cost $54.60 Unrealized
NXTE INVESTMENT MANAGERS SER TR I 9.4%
Value ($000) $27,670 Shares 864,745 Est. Cost $29.41 Unrealized
IWV ISHARES TR 3.2%
Value ($000) $9,250 Shares 39,292 Est. Cost $220.68 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 3.0%
Value ($000) $8,833 Shares 61,078 Est. Cost $141.25 Unrealized
SPDW SPDR INDEX SHS FDS 2.6%
Value ($000) $7,587 Shares 236,223 Est. Cost $29.69 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $7,158 Shares 43,405 Est. Cost $140.76 Unrealized +3.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $7,014 Shares 24,329 Est. Cost $234.05 Unrealized +6.6%
META META PLATFORMS INC 1.3%
Value ($000) $3,909 Shares 18,443 Est. Cost $117.75 Unrealized +43.6%
GOOGL ALPHABET INC 1.3%
Value ($000) $3,815 Shares 36,776 Est. Cost $94.32 Unrealized +1.0%
SPEM SPDR INDEX SHS FDS 1.2%
Value ($000) $3,460 Shares 101,389 Est. Cost $32.96 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $3,173 Shares 30,513 Est. Cost $94.73 Unrealized +1.2%
RBLX ROBLOX CORP 1.0%
Value ($000) $2,863 Shares 63,660 Est. Cost $35.12 Unrealized +8.8%
ESML ISHARES TR 0.8%
Value ($000) $2,251 Shares 66,231 Est. Cost $33.16 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,123 Shares 19,362 Est. Cost $96.54 Unrealized +3.8%
AMZN AMAZON COM INC 0.7%
Value ($000) $2,016 Shares 19,522 Est. Cost $98.75 Unrealized -2.2%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $2,005 Shares 4,880 Est. Cost $385.70 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $1,596 Shares 6,532 Est. Cost $215.02 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.5%
Value ($000) $1,575 Shares 188,883 Est. Cost $8.24 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,362 Shares 2,882 Est. Cost $500.41 Unrealized -8.6%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,355 Shares 8,976 Est. Cost $124.44 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,349 Shares 4,196 Est. Cost $266.28 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,247 Shares 11,976 Est. Cost $87.55 Unrealized +10.9%
MUB ISHARES TR 0.4%
Value ($000) $1,115 Shares 10,353 Est. Cost $105.52 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,096 Shares 3,285 Est. Cost $332.09 Unrealized
ASML ASML HOLDING N V 0.4%
Value ($000) $1,093 Shares 1,606 Est. Cost $546.40 Unrealized
INTU INTUIT 0.3%
Value ($000) $898 Shares 2,015 Est. Cost $388.88 Unrealized +3.7%
AGG ISHARES TR 0.3%
Value ($000) $843 Shares 8,459 Est. Cost $96.99 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $822 Shares 4,028 Est. Cost $191.19 Unrealized
IOO ISHARES TR 0.3%
Value ($000) $822 Shares 11,733 Est. Cost $64.05 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $808 Shares 9,102 Est. Cost $142.99 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $719 Shares 3,452 Est. Cost $200.68 Unrealized +2.6%
DHR DANAHER CORPORATION 0.2%
Value ($000) $705 Shares 2,794 Est. Cost $228.13 Unrealized -1.8%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $700 Shares 4,947 Est. Cost $135.28 Unrealized -0.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $691 Shares 4,237 Est. Cost $153.23 Unrealized -3.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $672 Shares 5,124 Est. Cost $121.41 Unrealized -0.6%
NKE NIKE INC 0.2%
Value ($000) $631 Shares 5,134 Est. Cost $95.30 Unrealized +22.4%
RMD RESMED INC 0.2%
Value ($000) $563 Shares 2,570 Est. Cost $213.48 Unrealized -1.1%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $557 Shares 4,276 Est. Cost $118.53 Unrealized +8.1%
PUBM PUBMATIC INC 0.2%
Value ($000) $553 Shares 40,000 Est. Cost $15.68 Unrealized -7.9%
AVGO BROADCOM INC 0.2%
Value ($000) $502 Shares 780 Est. Cost $48.10 Unrealized +19.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $495 Shares 3,328 Est. Cost $129.79 Unrealized +2.6%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $483 Shares 972 Est. Cost $468.77 Unrealized +0.5%
QDEL QUIDELORTHO CORP 0.2%
Value ($000) $479 Shares 5,372 Est. Cost $84.70 Unrealized +2.7%
MRK MERCK & CO INC 0.2%
Value ($000) $464 Shares 4,329 Est. Cost $93.26 Unrealized +5.8%
RWO SPDR INDEX SHS FDS 0.2%
Value ($000) $443 Shares 10,767 Est. Cost $40.90 Unrealized
VMWARE INC 0.1%
Value ($000) $429 Shares 3,436 Est. Cost $122.92 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $421 Shares 10,659 Est. Cost $37.90 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $418 Shares 4,011 Est. Cost $95.62 Unrealized +4.8%
PFE PFIZER INC 0.1%
Value ($000) $415 Shares 10,182 Est. Cost $40.19 Unrealized -9.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $364 Shares 1,240 Est. Cost $270.53 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $354 Shares 1,669 Est. Cost $163.57 Unrealized +27.0%
PCAR PACCAR INC 0.1%
Value ($000) $350 Shares 4,787 Est. Cost $59.40 Unrealized +8.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $343 Shares 1,375 Est. Cost $213.11 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $340 Shares 827 Est. Cost $384.81 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $331 Shares 3,636 Est. Cost $83.60 Unrealized
HPQ HP INC 0.1%
Value ($000) $326 Shares 11,002 Est. Cost $24.56 Unrealized +4.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $324 Shares 2,538 Est. Cost $108.85 Unrealized +6.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $317 Shares 9,995 Est. Cost $27.36 Unrealized +15.9%
ORCL ORACLE CORP 0.1%
Value ($000) $316 Shares 3,396 Est. Cost $73.20 Unrealized +15.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $315 Shares 2,437 Est. Cost $135.83 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $301 Shares 7,942 Est. Cost $30.12 Unrealized +15.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $292 Shares 777 Est. Cost $368.69 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $292 Shares 1,272 Est. Cost $155.55 Unrealized +22.6%
IWD ISHARES TR 0.1%
Value ($000) $288 Shares 1,890 Est. Cost $151.65 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $285 Shares 1,021 Est. Cost $245.25 Unrealized +2.1%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $280 Shares 1,110 Est. Cost $219.02 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $278 Shares 5,000 Est. Cost $41.20 Unrealized +16.5%
TGT TARGET CORP 0.1%
Value ($000) $272 Shares 1,640 Est. Cost $140.92 Unrealized +5.5%
KRC KILROY RLTY CORP 0.1%
Value ($000) $268 Shares 8,271 Est. Cost $38.67 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $267 Shares 5,103 Est. Cost $41.80 Unrealized +7.3%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $266 Shares 1,159 Est. Cost $235.30 Unrealized
V VISA INC 0.1%
Value ($000) $266 Shares 1,179 Est. Cost $196.98 Unrealized +10.6%
DVY ISHARES TR 0.1%
Value ($000) $265 Shares 2,263 Est. Cost $120.60 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $263 Shares 1,705 Est. Cost $151.81 Unrealized
IFGL ISHARES TR 0.1%
Value ($000) $262 Shares 12,657 Est. Cost $21.06 Unrealized
HTH HILLTOP HOLDINGS INC 0.1%
Value ($000) $252 Shares 8,500 Est. Cost $28.44 Unrealized +10.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $245 Shares 8,563 Est. Cost $31.66 Unrealized -3.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $241 Shares 842 Est. Cost $220.71 Unrealized +16.8%
IWB ISHARES TR 0.1%
Value ($000) $239 Shares 1,062 Est. Cost $210.52 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $233 Shares 3,365 Est. Cost $65.14 Unrealized -5.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $233 Shares 838 Est. Cost $21.62 Unrealized 0.0%
TE CONNECTIVITY LTD 0.1%
Value ($000) $232 Shares 1,772 Est. Cost $114.80 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $232 Shares 1,117 Est. Cost $174.45 Unrealized 0.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $230 Shares 581 Est. Cost $320.10 Unrealized +27.3%
HD HOME DEPOT INC 0.1%
Value ($000) $219 Shares 743 Est. Cost $281.19 Unrealized +1.2%
CSX CSX CORP 0.1%
Value ($000) $214 Shares 7,138 Est. Cost $28.76 Unrealized +2.5%
WMT WALMART INC 0.1%
Value ($000) $212 Shares 1,431 Est. Cost $45.79 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $205 Shares 5,889 Est. Cost $32.86 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $202 Shares 12,615 Est. Cost $13.51 Unrealized +7.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $186 Shares 1,242 Est. Cost $129.16 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $184 Shares 3,175 Est. Cost $47.99 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $156 Shares 1,126 Est. Cost $140.37 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $145 Shares 3,040 Est. Cost $44.80 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $106 Shares 1,052 Est. Cost $98.21 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $105 Shares 1,271 Est. Cost $87.47 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $95 Shares 530 Est. Cost $175.13 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $93 Shares 3,150 Est. Cost $29.38 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $90 Shares 474 Est. Cost $183.55 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $88 Shares 944 Est. Cost $84.10 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $86 Shares 2,975 Est. Cost $28.77 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $85 Shares 455 Est. Cost $170.57 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $85 Shares 1,912 Est. Cost $44.43 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $74 Shares 596 Est. Cost $125.11 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $74 Shares 1,052 Est. Cost $69.03 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $58.50 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $59 Shares 153 Est. Cost $319.48 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $58 Shares 694 Est. Cost $82.48 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $51 Shares 1,048 Est. Cost $45.98 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $48 Shares 631 Est. Cost $73.63 Unrealized
EAOA ISHARES TR 0.0%
Value ($000) $41 Shares 1,391 Est. Cost $27.87 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $40 Shares 833 Est. Cost $46.73 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $39 Shares 540 Est. Cost $68.30 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $38 Shares 1,440 Est. Cost $25.76 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $37 Shares 733 Est. Cost $48.94 Unrealized
IMMX IMMIX BIOPHARMA INC 0.0%
Value ($000) $37 Shares 20,078 Est. Cost $1.33 Unrealized +65.8%
ESGD ISHARES TR 0.0%
Value ($000) $33 Shares 465 Est. Cost $65.75 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $33 Shares 133 Est. Cost $244.50 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 984 Est. Cost $32.23 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $32 Shares 442 Est. Cost $65.64 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $29 Shares 315 Est. Cost $84.80 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $27 Shares 250 Est. Cost $108.07 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 415 Est. Cost $64.99 Unrealized
APCX APPTECH PMTS CORP 0.0%
Value ($000) $22 Shares 15,000 Est. Cost $1.42 Unrealized +70.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 102 Est. Cost $200.54 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $21 Shares 198 Est. Cost $105.34 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $21 Shares 151 Est. Cost $137.29 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 87 Est. Cost $203.81 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 318 Est. Cost $53.61 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $16 Shares 233 Est. Cost $63.59 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $15 Shares 327 Est. Cost $45.62 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 168 Est. Cost $74.33 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $12 Shares 122 Est. Cost $96.47 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 72 Est. Cost $158.80 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 150 Est. Cost $72.08 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $10 Shares 275 Est. Cost $38.99 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $9 Shares 98 Est. Cost $94.73 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 54 Est. Cost $132.87 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $8 Shares 164 Est. Cost $46.15 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $6 Shares 51 Est. Cost $121.71 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 190 Est. Cost $33.55 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $6 Shares 114 Est. Cost $50.39 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $6 Shares 56 Est. Cost $99.13 Unrealized
GT BIOPHARMA INC 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.55 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 90 Est. Cost $57.02 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 75 Est. Cost $65.61 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5 Shares 59 Est. Cost $80.22 Unrealized
GREENIDGE GENERATION HLDGS I 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.29 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.09 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 60 Est. Cost $67.70 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $3 Shares 39 Est. Cost $88.79 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 142 Est. Cost $23.29 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 28 Est. Cost $121.29 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $109.64 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 20 Est. Cost $153.40 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $117.68 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $73.81 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.95 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $74.73 Unrealized
CRBN ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.20 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $90.42 Unrealized
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $1 Shares 585 Est. Cost $2.15 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.55 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $106.45 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $102.00 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $50.67 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $49.90 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $72.11 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $114.57 Unrealized
EIDO ISHARES TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.53 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 14 Est. Cost $46.57 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $91.57 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $77.70 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.33 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $0 Shares 15 Est. Cost $25.33 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.40 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.50 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $256.00 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $37.43 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.75 Unrealized