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Institutional Investment Manager
RWA WEALTH PARTNERS, LLC
RWA WEALTH PARTNERS, LLC (CIK: 0001544576). Institutional holdings reported to the SEC.
Institutional Holdings (2017Q1)
Original 13F HR (0001544576-17-000010) filed in 2017.04.25
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD INDEX FDS 7,644 927 0.12%
102 VERIZON COMMUNICATIONS INC 18,672 910 0.12%
103 STARBUCKS CORP 15,317 894 0.12%
104 SPDR SER TR 9,867 870 0.11%
105 MCDONALDS CORP 5,954 772 0.10%
106 MERCK & CO INC 11,966 760 0.10%
107 MARSH & MCLENNAN COS INC 10,168 751 0.10%
108 VANGUARD INDEX FDS 6,652 751 0.10%
109 MASTERCARD INCORPORATED 6,467 727 0.10%
110 ISHARES 18,847 709 0.09%
111 WALGREENS BOOTS ALLIANCE INC 8,236 684 0.09%
112 AMAZON COM INC 759 673 0.09%
113 COSTCO WHSL CORP NEW 3,991 669 0.09%
114 AT&T INC 15,589 648 0.08%
115 RYDEX ETF TRUST 3,858 644 0.08%
116 DANAHER CORP DEL 7,391 632 0.08%
117 TARGET CORP 11,324 625 0.08%
118 SELECT SECTOR SPDR TR 8,333 620 0.08%
119 EXPEDITORS INTL WASH INC 10,950 619 0.08%
120 VANGUARD INDEX FDS 4,420 615 0.08%
121 DOW CHEM CO 8,940 568 0.07%
122 LINCOLN NATL CORP IND 8,653 566 0.07%
123 VANGUARD INTL EQUITY INDEX F 11,765 563 0.07%
124 ETFS PHYSICAL PRECIOUS METAL BASKET SHARES 8,775 558 0.07%
125 VANGUARD BD INDEX FDS 6,853 556 0.07%
126 SPDR INDEX SHS FDS 17,576 554 0.07%
127 VANGUARD CHARLOTTE FDS 10,095 546 0.07%
128 ISHARES TR 3,843 528 0.07%
129 VANGUARD SCOTTSDALE FDS 5,928 512 0.07%
130 FISERV INC 4,428 511 0.07%
131 EMERSON ELEC CO 7,899 473 0.06%
132 QUALCOMM INC 8,229 472 0.06%
133 SPDR GOLD TR 3,950 469 0.06%
134 UNION PAC CORP 4,300 455 0.06%
135 VANGUARD INDEX FDS 3,739 455 0.06%
136 DISNEY WALT CO 3,989 452 0.06%
137 ISHARES TR 6,396 442 0.06%
138 AMERICAN EXPRESS CO 5,495 435 0.06%
139 VANGUARD SPECIALIZED PORTFOL 4,705 423 0.06%
140 ISHARES TR 3,847 423 0.06%
141 POWERSHARES QQQ TRUST 3,194 423 0.06%
142 SPDR SERIES TRUST 9,515 418 0.05%
143 WISDOMTREE TR 4,609 382 0.05%
144 STRYKER CORP 2,875 378 0.05%
145 ISHARES TR 3,602 377 0.05%
146 VANECK VECTORS ETF TR 15,000 352 0.05%
147 VANGUARD WORLD FD 2,456 338 0.04%
148 ISHARES TR 6,471 329 0.04%
149 SPDR S&P MIDCAP 400 ETF TR 1,049 328 0.04%
150 VANGUARD INDEX FDS 2,667 328 0.04%
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