Focus Partners Wealth
CIK 1542153 · Holdings on Dec 31, 2023 · First reported Feb 15, 2024
Top ten holdings
Q4 2023- VOO4.98%
- IXUS4.51%
- MSFT3.18%
- BRK.A2.88%
- QUS2.73%
- AAPL2.66%
- IWB2.14%
- VTI1.53%
- VIG1.52%
- GOOGL1.25%
Share classes counted separately27.38%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $380.21M | 4.98% | 870.44K shares | Prior unavailable — | — | ↗▾ |
| 02 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $344.34M | 4.51% | 5.30M shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $243.04M | 3.18% | 646.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | BRK.ABERKSHIRE HATHAWAY INC-CL AClass A View history and evidence | $219.76M | 2.88% | 405 shares | Prior unavailable — | — | ↗▾ |
| 05 | QUSSS SPDR MSCI U STRATFACT ETFMSCI USA STRTGIC View history and evidence | $208.27M | 2.73% | 1.58M shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $203.09M | 2.66% | 1.05M shares | Prior unavailable — | — | ↗▾ |
| 07 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $163.27M | 2.14% | 622.55K shares | Prior unavailable — | — | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $116.66M | 1.53% | 491.78K shares | Prior unavailable — | — | ↗▾ |
| 09 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $116.10M | 1.52% | 681.36K shares | Prior unavailable — | — | ↗▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $95.72M | 1.25% | 685.23K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1542153 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 7633481
}Research all 774 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.