Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

Q4 2020 13F Holdings

  • Location
    sacramento, CA
  • Num holdings

    122

  • Value ($000)

    $400,294

  • Date Filed
    02/05/2021
  • Form type
    13F-HR
  • CIK
    0001622852
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JPST

J P Morgan Exchange Traded Fd Tr Ultra-Short Incom

ETF
46641Q837
$104.83M
26 %

2,063,952

I
IVV

S&P 500 INDEX - iSHARES

ETF
464287200
$93.93M
24 %

250,224

X
XSOE

WisdomtreeTree EM Ex St-Owned

EM EX ST-OWNED
97717X578
$76.75M
19 %

1,934,654

A
AAPL

Apple Inc

COM
037833100
$13.32M
3 %

100,392

V
VEA

Vanguard FTSE Developed Markets

ETF
921943858
$6.72M
2 %

142,439

I
ITOT

iShares Core S&P Total US Stock Mkt

ETF
464287150
$6.43M
2 %

74,579

F
FIXD

First Trust TCW Opportunistic Fixed Income ETF

TCW OPPORTUNIS
33740F805
$5.83M
2 %

106,519

I
IUSV

Ishares Core Russell Us

CORE S&P US VLU
464287663
$5.24M
1 %

84,291

A
AMZN

Amazon.com Inc

COM
023135106
$4.26M
1 %

1,308

P
PG

Procter & Gamble Co

COM
742718109
$3.92M
1 %

28,161

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