account_balance
Investment manager · 13F filer · SEC CIK 1401561
GHP Investment Advisors, Inc.
Reported value$2.68Bas of Sep 30, 2026
Positions1,321 31 new, 103 sold out
Top 10 weight14.5%SCHG alone is 2%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
2.0%
AAPLApple Inc.
2.0%Trimmed −3%
GOOGAlphabet Inc.
1.5%
MSFTMicrosoft Corp
1.5%
SCHFSchwab Strategic Tr
1.3%
MDYGSPDR Series Trust
1.3%
SCHVSchwab Strategic Tr
1.3%
VEAVanguard Tax-Managed FDS
1.3%Trimmed −2%
IDViShares Tr
1.2%
IEFAiShares Tr
1.2%
FNDCSchwab Strategic Tr
1.1%
FLGBFranklin Templeton ETF Tr
1.1%Added +2%
SCHGSchwab Strategic Tr
2.0%
AAPLApple Inc.
2.0%−3%
GOOGAlphabet Inc.
1.5%
MSFTMicrosoft Corp
1.5%
SCHFSchwab Strategic Tr
1.3%
MDYGSPDR Series Trust
1.3%
SCHVSchwab Strategic Tr
1.3%
VEAVanguard Tax-Managed FDS
1.3%
IDViShares Tr
1.2%
IEFAiShares Tr
1.2%
FNDCSchwab Strategic Tr
1.1%
FLGBFranklin Templeton ETF Tr
1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 2.0% Held
AAPL Apple Inc. 2.0% Trimmed −3%GOOG Alphabet Inc. 1.5% HeldMSFT Microsoft Corp 1.5% HeldSCHF Schwab Strategic Tr 1.3% Held
MDYG SPDR Series Trust 1.3% Held
SCHV Schwab Strategic Tr 1.3% Held
VEA Vanguard Tax-Managed FDS 1.3% Trimmed −2%
IDV iShares Tr 1.2% Held
IEFA iShares Tr 1.2% Held
FNDC Schwab Strategic Tr 1.1% Held
FLGB Franklin Templeton ETF Tr 1.1% Added +2%
What changed
Biggest moves since Jun 30, 2026
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