ROBINSON SMITH WEALTH ADVISORS LLC
CIK 2008554 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- SCHB16.22%
- IUSV8.38%
- JNJ6.57%
- TFLO5.54%
- AAPL4.08%
- VOO2.38%
- QUAL2.32%
- VUG2.26%
- DFAU2.26%
- IWF2.23%
Share classes counted separately52.24%
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 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $16.49M | 16.22% | 296.21K shares | Prior unavailable — | — | ↗▾ |
| 02 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $8.52M | 8.38% | 101.05K shares | Prior unavailable — | — | ↗▾ |
| 03 | JNJJOHNSON & JOHNSON View history and evidence | $6.68M | 6.57% | 42.62K shares | Prior unavailable — | — | ↗▾ |
| 04 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $5.63M | 5.54% | 111.64K shares | Prior unavailable — | — | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $4.15M | 4.08% | 21.55K shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $2.42M | 2.38% | 5.54K shares | Prior unavailable — | — | ↗▾ |
| 07 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $2.36M | 2.32% | 16.07K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $2.30M | 2.26% | 7.41K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $2.30M | 2.26% | 69.09K shares | Prior unavailable — | — | ↗▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $2.27M | 2.23% | 7.49K 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 2008554 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101673172
}Research all 82 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.