Bordeaux Wealth Advisors LLC
Q4 2023 13F Holdings
Location
Menlo Park, CA
Holdings as of
12/31/2023
Value ($000)
$295,962
Num holdings
109
Date filed
2/6/2024
Form type
13F-HR
Prev filing
10/27/2023
Next filing
4/29/2024
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q4 2023 to
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2023 Q4 - RESTATEMENT
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2021 Q4
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2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type