RW

RITHOLTZ WEALTH MANAGEMENT

13F
RITHOLTZ WEALTH MANAGEMENT
Last update 2025-04-17 921 Stocks (125 new)
Value $3.35 Bil Turnover 12 %
Countries:
Top Holdings: VTI(8.74%)IVV(5.96%)STIP(5.49%)AAPL(3.46%)BND(3.10%)
Summary Stock Picks Current Portfolio
RITHOLTZ WEALTH MANAGEMENT Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
1,064,573
292,587.2
+27.51%
8.740
+1.89%
0.060
-9.86%
-6.29%
483,478.0
 
IVV 		iShares Core S&P 500 ETF
355,276
199,629.6
-0.41%
5.960
-0.03%
0.030
-9.16%
-5.74%
565,189.1
 
STIP 		iShares 0-5 Year TIPS Bond ETF
1,777,451
183,912.8
+13.06%
5.490
+0.63%
1.560
+2.88%
+3.50%
11,777.7
 
AAPL 		Apple Inc
521,052
115,741.2
+1.41%
3.460
+0.05%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware
BND 		Vanguard Total Bond Market ETF
1,413,882
103,849.6
+22.83%
3.100
+0.58%
0.080
+2.55%
+2.74%
128,179.4
 
FBND 		Fidelity Total Bond ETF
2,198,162
100,346.1
+18.50%
3.000
+0.47%
0.530
+2.17%
+2.49%
18,805.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
1,003,356
99,251.9
+9.33%
2.960
+0.25%
0.080
+2.63%
+2.74%
123,580.9
 
VFMO 		Vanguard U.S. Momentum Factor ETF
479,873
72,801.6
+8.73%
2.170
+0.17%
6.660
-13.21%
-7.79%
1,079.8
 
DFSV 		Dimensional US Small Cap Value ETF
2,451,943
69,022.2
+16.26%
2.060
+0.29%
1.610
-16.46%
-13.47%
4,049.1
 
IEFA 		iShares Core MSCI EAFE ETF
803,603
60,792.5
-34.04%
1.820
-0.85%
0.050
+6.17%
+11.10%
131,994.2
 

RITHOLTZ WEALTH MANAGEMENT's Historical Top Holdings Breakdowns

RITHOLTZ WEALTH MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-5.43%
●
468.34 ($508.07) 539.52
$472.56
-6.99%
Reduce -85.85%
59,605
-361,489
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-2.57%
●
551.42 ($587.78) 612.93
$550.64
-6.32%
Reduce -79.7%
38,048
-149,398
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+1.89%
●
271.18 ($290.53) 303.12
$270.64
-6.85%
Add 27.51%
1,064,573
229,658
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Reduce
-0.85%
●
69.57 ($74.78) 78.65
$78.08
4.41%
Reduce -34.04%
803,603
-414,800
STIP 		iShares 0-5 Year TIPS Bond ETF2025-03-31Add
+0.63%
●
100.59 ($101.89) 103.47
$103.22
1.31%
Add 13.06%
1,777,451
205,304
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.58%
●
71.17 ($72.57) 73.66
$73.18
0.84%
Add 22.83%
1,413,882
262,804
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.47%
●
44.41 ($45.29) 45.98
$45.49
0.44%
Add 18.5%
2,198,162
343,156
IMTM 		iShares MSCI Intl Momentum Factor ET2025-03-31Add
+0.35%
●
37.06 ($39.56) 41.11
$41.91
5.94%
Add 32.15%
1,199,058
291,685
DFSV 		Dimensional US Small Cap Value ETF2025-03-31Add
+0.29%
●
27.56 ($30.26) 32.1
$26.56
-12.23%
Add 16.26%
2,451,943
342,866
IGSB 		iShares 1-3 Year Credit Bond ETF2025-03-31Add
+0.29%
●
51.52 ($51.99) 52.37
$52.36
0.71%
Add 29.59%
819,974
187,226

RITHOLTZ WEALTH MANAGEMENT Total Holding History ($B)

To

RITHOLTZ WEALTH MANAGEMENT's Asset Allocation

To

RITHOLTZ WEALTH MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RITHOLTZ WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31

RITHOLTZ WEALTH MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

RITHOLTZ WEALTH MANAGEMENT's Holdings Heat Map

Size field:

RITHOLTZ WEALTH MANAGEMENT's Holdings Bubble Chart

RITHOLTZ WEALTH MANAGEMENT News

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