SHRIER WEALTH MANAGEMENT, LLC — 13F holdings
SHRIER WEALTH MANAGEMENT, LLC reported 133 holdings worth $298M in its 13F filing for Q3 2026, filed October 20, 2026.
Largest positions
- SGOV ISHARES TR — $25.7M (8.6%)
- IEFA ISHARES TR — $19.3M (6.5%)
- VWO VANGUARD INTL EQUITY INDEX F — $18.8M (6.3%)
- VUG VANGUARD INDEX FDS — $15.9M (5.3%)
- VTV VANGUARD INDEX FDS — $12.3M (4.1%)
- VIG VANGUARD SPECIALIZED FUNDS — $9.27M (3.1%)
- IJR ISHARES TR — $7.96M (2.7%)
- GLD SPDR GOLD TR — $7.46M (2.5%)
- SDY SPDR SERIES TRUST — $6.39M (2.1%)
- JPM JPMORGAN CHASE & CO. — $5.51M (1.9%)