account_balance
Investment manager · 13F filer · SEC CIK 769963
Howe & Rusling Inc
Reported value$1.72Bas of Jun 30, 2026
Positions479 54 new, 52 sold out
Top 10 weight32.4%VTI alone is 4%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
4.5%Added +8%
IVViShares Tr
3.7%Added +7%
IUSGiShares Tr
3.7%
JPMJPMorgan Chase & Co
3.6%
AVGOBroadcom Inc.
3.5%
VCITVanguard Scottsdale FDS
3.2%Added +6%
AAPLApple Inc.
2.8%
IUSViShares Tr
2.7%Added +16%
GVIiShares Tr
2.5%Added +4%
NVDANVIDIA Corp
2.1%
MSFTMicrosoft Corp
2.0%Added +5%
AMZNAmazon.com Inc
2.0%
VTIVanguard Index FDS
4.5%+8%
IVViShares Tr
3.7%
IUSGiShares Tr
3.7%
JPMJPMorgan Chase & Co
3.6%
AVGOBroadcom Inc.
3.5%
VCITVanguard Scottsdale FDS
3.2%+6%
AAPLApple Inc.
2.8%
IUSViShares Tr
2.7%
GVIiShares Tr
2.5%
NVDANVIDIA Corp
2.1%
MSFTMicrosoft Corp
2.0%
AMZNAmazon.com Inc
2.0%
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
VTI Vanguard Index FDS 4.5% Added +8%
IVV iShares Tr 3.7% Added +7%
IUSG iShares Tr 3.7% Held
JPM JPMorgan Chase & Co 3.6% HeldAVGO Broadcom Inc. 3.5% HeldVCIT Vanguard Scottsdale FDS 3.2% Added +6%
AAPL Apple Inc. 2.8% HeldIUSV iShares Tr 2.7% Added +16%
GVI iShares Tr 2.5% Added +4%
NVDA NVIDIA Corp 2.1% HeldMSFT Microsoft Corp 2.0% Added +5%AMZN Amazon.com Inc 2.0% HeldWhat changed
Biggest moves since Mar 31, 2026
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