Svb Wealth Advisory is an investment fund managing more than $150 million ran by Bill Scoggins. There are currently 13 companies in Mr. Scoggins’s portfolio. The largest investments include Vanguard Index Fds and Schwab Strategic Tr, together worth $83.9 million.
As of 4th February 2022, Svb Wealth Advisory’s top holding is 131,600 shares of Vanguard Index Fds currently worth over $48.5 million and making up 32.3% of the portfolio value.
In addition, the fund holds 758,690 shares of Schwab Strategic Tr worth $35.3 million.
The third-largest holding is Ishares Tr worth $38.3 million and the next is Vanguard Bd Index Fds worth $12.5 million, with 149,400 shares owned.
Currently, Svb Wealth Advisory's portfolio is worth at least $150 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Svb Wealth Advisory office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Bill Scoggins serves as the Managing Director, Investment Ops at Svb Wealth Advisory.
In the most recent 13F filing, Svb Wealth Advisory revealed that it had opened a new position in
Ishares Tr and bought 2,420 shares worth $200 thousand.
The investment fund also strengthened its position in Ishares Tr by buying
60,471 additional shares.
This makes their stake in Ishares Tr total 651,600 shares worth $38.3 million.
On the other hand, Bill Scoggins disclosed a decreased stake in Vanguard Index Fds by 0.1%.
This leaves the value of the investment at $48.5 million and 131,600 shares.
The two most similar investment funds to Svb Wealth Advisory are Highview Capital Management de/ and Planning Directions Inc. They manage $150 million and $150 million respectively.
These positions were updated on February 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
10.03%
131,600
|
$48,540,000 | 32.33% |
| Schwab Strategic Tr |
7.32%
758,690
|
$35,310,000 | 23.52% |
| Ishares Tr |
10.23%
651,600
|
$38,280,000 | 25.50% |
| Vanguard Bd Index Fds |
8.65%
149,400
|
$12,540,000 | 8.35% |
| Vanguard Intl Equity Index F |
26.89%
132,970
|
$6,580,000 | 4.38% |
| Spdr Sp 500 Etf Tr |
16.13%
4,810
|
$2,290,000 | 1.53% |
| Vanguard Charlotte Fds |
7.84%
31,380
|
$1,730,000 | 1.15% |
| Ishares Inc |
154.50%
27,560
|
$1,650,000 | 1.10% |
| Vanguard Scottsdale Fds |
20.04%
13,610
|
$1,070,000 | 0.71% |
| Vanguard Specialized Funds |
149.76%
5,120
|
$880,000 | 0.59% |
| Vanguard World Fds |
0.08%
1,210
|
$550,000 | 0.37% |
| Vanguard Tax-managed Intl Fd |
126.04%
10,260
|
$520,000 | 0.35% |
| Ishares Tr |
Opened
2,420
|
$200,000 | 0.13% |
| No transactions found | |||
| Showing first 500 out of 13 holdings | |||