account_balance
Investment manager · 13F filer · SEC CIK 1425165
Apriem Advisors
Reported value$1.16Bas of Jun 30, 2026
Positions182 12 new, 16 sold out
Top 10 weight53.0%SCHX alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
13.8%Trimmed −4%
BNDVanguard Bd Index FDS
6.1%Added +3%
AAPLApple Inc.
6.0%
MGVVanguard World Fd
4.9%Added +11%
MOATVaneck ETF Trust
4.3%Trimmed −13%
BILSPDR Series Trust
3.9%Added +4%
VEAVanguard Tax-Managed FDS
3.6%
VWOVanguard Intl Equity Index F
3.5%Added +7%
GOOGLAlphabet Inc.
3.5%
SCHDSchwab Strategic Tr
3.4%Added +10%
QQQMInvesco Exch Traded Fd Tr II
2.9%Added +4%
MGKVanguard World Fd
2.6%Added +9%
SCHXSchwab Strategic Tr
13.8%Trimmed −4%
BNDVanguard Bd Index FDS
6.1%
AAPLApple Inc.
6.0%
MGVVanguard World Fd
4.9%+11%
MOATVaneck ETF Trust
4.3%−13%
BILSPDR Series Trust
3.9%
VEAVanguard Tax-Managed FDS
3.6%
VWOVanguard Intl Equity Index F
3.5%
GOOGLAlphabet Inc.
3.5%
SCHD3.4%
QQQM2.9%
MGK2.6%
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
SCHX Schwab Strategic Tr 13.8% Trimmed −4%
BND Vanguard Bd Index FDS 6.1% Added +3%
AAPL Apple Inc. 6.0% HeldMGV Vanguard World Fd 4.9% Added +11%
MOAT Vaneck ETF Trust 4.3% Trimmed −13%
BIL SPDR Series Trust 3.9% Added +4%
VEA Vanguard Tax-Managed FDS 3.6% Held
VWO Vanguard Intl Equity Index F 3.5% Added +7%
GOOGL Alphabet Inc. 3.5% HeldSCHD Schwab Strategic Tr 3.4% Added +10%
QQQM Invesco Exch Traded Fd Tr II 2.9% Added +4%
MGK Vanguard World Fd 2.6% Added +9%
What changed
Biggest moves since Mar 31, 2026
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