Bordeaux Wealth Advisors LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Menlo Park, CA
CIK
0001821271
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 102 243,863 13F-HR 8/9/2023 000176538023000161 Bordeaux Wealth Advisors LLC
Q1 2023 99 193,992 13F-HR 5/4/2023 000176538023000100 Bordeaux Wealth Advisors LLC
Q4 2022 84 182,237 13F-HR 2/13/2023 000176538023000056 Bordeaux Wealth Advisors LLC
Q3 2022 83 159,156 13F-HR 11/4/2022 000176538022000140 Bordeaux Wealth Advisors LLC
Q2 2022 81 145,157 13F-HR 7/28/2022 000176538022000095 Bordeaux Wealth Advisors LLC
Q1 2022 87 185,470 13F-HR 5/3/2022 000176538022000054 Bordeaux Wealth Advisors LLC
Q4 2021 99 217,863 13F-HR 1/27/2022 000176538022000016 Bordeaux Wealth Advisors LLC
Q3 2021 69 176,415 13F-HR 11/8/2021 000176538021000113 Bordeaux Wealth Advisors LLC
Q2 2021 70 174,024 13F-HR 7/30/2021 000176538021000079 Bordeaux Wealth Advisors LLC
Q1 2021 61 144,129 13F-HR 4/26/2021 000176538021000038 Bordeaux Wealth Advisors LLC
Q4 2020 58 132,980 13F-HR 2/4/2021 000176538021000021 Bordeaux Wealth Advisors LLC