Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2020
Location
Sacramento, CA
CIK
0001622852
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2020 122 400,294 JPST, IVV, XSOE, AAPL 13F-HR 2/5/2021 000162285221000001
Q3 2020 99 354,395 JPST, IVV, XSOE, AAPL 13F-HR 11/9/2020 000162285220000005
Q2 2020 89 343,863 IVV, JPST, XSOE, AAPL 13F-HR 8/6/2020 000162285220000004
Q1 2020 90 359,162 IVV, JPST, VEA, XSOE 13F-HR 5/6/2020 000162285220000003
Q4 2019 115 433,800 IVV, JPST, XSOE, VEA 13F-HR 1/29/2020 000162285220000001
Q3 2019 106 399,528 IVV, JPST, VEA, XSOE 13F-HR 10/31/2019 000162285219000004
Q2 2019 104 375,497 IVV, JPST, VEA, XSOE 13F-HR 7/31/2019 000162285219000003
Q1 2019 96 350,587 IVV, JPST, VEA, XSOE 13F-HR 4/25/2019 000162285219000002
Q4 2018 86 309,862 IVV, VEA, XSOE, JPST 13F-HR 1/30/2019 000162285219000001
Q3 2018 93 293,297 IVV, VEA, VWO, AAPL 13F-HR 11/13/2018 000162285218000004
Q2 2018 433 277,422 IVV, VEA, VWO, AAPL 13F-HR 8/2/2018 000162285218000003
Q1 2018 438 276,057 IVV, VEA, VWO, AAPL 13F-HR 4/25/2018 000162285218000002
Q4 2017 262 38,255 AAPL, JPM, BRK-B, T 13F-HR 2/14/2018 000162285218000001
Q3 2017 431 245,249 IVV, VEA, VWO, AAPL 13F-HR 11/8/2017 000162285217000006
Q2 2017 413 252,003 IVV, VEA, VWO, BND 13F-HR 7/28/2017 000162285217000005
Q1 2017 429 246,331 IVV, VEA, VWO, BND 13F-HR 4/28/2017 000162285217000004
Q4 2016 495 369,860 IVV, VEA, VWO, BNDX RESTATEMENT 3/14/2017 000162285217000003
Q3 2016 453 253,345 IVV, VEA, VWO, BNDX 13F-HR 11/14/2016 000162285216000008
Q2 2016 443 245,837 IVV, VEA, VWO, BNDX 13F-HR 8/8/2016 000162285216000006
Q1 2016 415 212,007 IVV, VEA, VWO, BND 13F-HR 5/12/2016 000162285216000005
Q4 2015 366 204,005 IVV, VEA, VWO, BND 13F-HR 2/16/2016 000162285216000001
Additional filings from Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC that have since been restated