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CIK: 0002008554
Total reported value
$166.9M
$166.9M
80 檔
28.5%
At the close of Q4 2024, Robinson Smith Wealth Advisors LLC disclosed equity holdings valued at approximately $166.9M, spread across 80 reported holdings.
During Q4 2024, Robinson Smith Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 20.02% | +0.26% | +215.21% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 7.88% | -0.14% | +3.20% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.62% | -1.03% | -8.95% | |
| 4 | CGMU | Cap Group Municipal Income | ETF-Other | 4.54% | -1.05% | +24.23% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.28% | -0.04% | -0.15% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.03% | +0.02% | +0.86% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.96% | +0.18% | +16.16% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.78% | -0.04% | +145.44% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.72% | +0.07% | +6.68% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.14% | -22.99% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.62% | -4.25% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.14% | -0.62% | +9.64% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | +0.05% | +0.02% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.03% | +0.02% | +27.24% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | +0.04% | +317.24% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.91% | -0.19% | +12.11% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.66% | -0.07% | — | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.59% | +0.03% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.03% | +27.29% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.30% | — | -14.49% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.26% | +0.02% | +0.05% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.13% | +0.96% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.13% | +0.33% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.10% | -16.37% | |
| 25 | IQLT | Ishares Msci International Q | ETF-Other | 0.95% | -0.16% | +1.45% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.06% | — | |
| 27 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.81% | -0.02% | +0.40% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.16% | -1.83% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | +0.01% | +199.98% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | -0.28% | -6.09% | |
| 31 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.69% | -0.03% | — | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.67% | -0.06% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.07% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.05% | -0.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.19% | -3.03% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.61% | -0.12% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.12% | -4.91% | |
| 38 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | — | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.52% | -0.07% | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | — | +40.43% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.16% | -2.07% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.48% | -0.01% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.17% | -1.01% | |
| 44 | GNW | Genworth Financial Inc | Stock-Financials | 0.46% | +0.02% | — | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | — | — | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.42% | -0.01% | — | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.39% | -0.04% | — | |
| 49 | CARR | Carrier Global CORP | Stock-Industrials | 0.37% | +0.01% | -3.93% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.08% | — |
According to official SEC Form 13F filings, Robinson Smith Wealth Advisors LLC reported a total U.S. public equity portfolio value of $166.9M across 80 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, IUSV, JNJ) accounted for 28.5% of total reported equity market value during Q4 2024.
During Q4 2024, Robinson Smith Wealth Advisors LLC's top holdings by market value included SCHB (20.0%)、IUSV (7.9%)、JNJ (4.6%). The largest single position, SCHB, represented 20.0% of total portfolio value.
In Q4 2024, Robinson Smith Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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