account_balance
Investment manager · 13F filer · SEC CIK 2075389
Shrier Wealth Management, LLC
Reported value$298Mas of Sep 30, 2026
Positions133 3 new, 4 sold out
Top 10 weight43.2%SGOV alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
8.6%Added +11%
IEFAiShares Tr
6.5%Added +2%
VWOVanguard Intl Equity Index F
6.3%
VUGVanguard Index FDS
5.3%
VTVVanguard Index FDS
4.1%Added +2%
VIGVanguard Specialized Funds
3.1%
IJRiShares Tr
2.7%
GLDSPDR Gold Trust
2.5%
SDYSPDR Series Trust
2.1%
JPMJPMorgan Chase & Co
1.9%
XOMExxonMobil Holdings Corp
1.7%
WMBWilliams Companies, Inc.
1.6%
SGOViShares Tr
8.6%Added +11%
IEFAiShares Tr
6.5%Added +2%
VWOVanguard Intl Equity Index F
6.3%
VUGVanguard Index FDS
5.3%
VTVVanguard Index FDS
4.1%+2%
VIGVanguard Specialized Funds
3.1%
IJRiShares Tr
2.7%
GLDSPDR Gold Trust
2.5%
SDY2.1%
JPMXOM1.7%WMB1.6%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
SGOV iShares Tr 8.6% Added +11%
IEFA iShares Tr 6.5% Added +2%
VWO Vanguard Intl Equity Index F 6.3% Held
VUG Vanguard Index FDS 5.3% Held
VTV Vanguard Index FDS 4.1% Added +2%
VIG Vanguard Specialized Funds 3.1% Held
IJR iShares Tr 2.7% Held
GLD SPDR Gold Trust 2.5% HeldSDY SPDR Series Trust 2.1% Held
JPM JPMorgan Chase & Co 1.9% Trimmed −11%XOM ExxonMobil Holdings Corp 1.7% HeldWMB Williams Companies, Inc. 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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