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Institutional Investment Manager
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC
STEELBRIDGE PRIVATE WEALTH ADVISORS LLC (CIK: 0001673693). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 60 holdings with a total value of $63,354,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES MSCI EAFE SMALL CAP IDX FD 34,010 1,760,000 2.78%
52 ISHARES TR 14,800 1,855,000 2.93%
53 VANGUARD INTL EQUITY INDEX F 51,693 1,956,000 3.09%
54 VANGUARD INDEX FDS 19,180 2,002,000 3.16%
55 ISHARES RUSSELL 3000 ETF 15,060 2,039,000 3.22%
56 POWERSHARES QQQ TRUST 21,050 2,622,000 4.14%
57 ISHARES TR 51,330 3,125,000 4.93%
58 ISHARES TR 53,072 3,165,000 5.00%
59 VANGUARD INDEX FDS 49,161 5,774,000 9.11%
60 SIMPSON MFG INC COM 290,810 12,726,000 20.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001926, filed 2017.02.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.