13F HOLDINGS REPORT
PRESILIUM PRIVATE WEALTH, LLC
Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001939831-25-000001
Total Value
$434.8M
Positions
77
Other Managers
0
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 130,283 | $53.5M | 12.30% |
| 2 | VANGUARD INDEX FDS | 922908744 | 301,662 | $51.1M | 11.74% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C102 | 700,995 | $40.8M | 9.38% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042874 | 572,551 | $36.3M | 8.36% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042858 | 657,470 | $29.0M | 6.66% |
| 6 | VANGUARD INDEX FDS | 921937827 | 360,485 | $27.9M | 6.41% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042866 | 331,952 | $23.6M | 5.42% |
| 8 | ISHARES TR | 464288646 | 382,919 | $19.8M | 4.55% |
| 9 | VANGUARD INDEX FDS | 922908538 | 69,069 | $17.5M | 4.03% |
| 10 | VANGUARD INDEX FDS | 922908553 | 187,894 | $16.7M | 3.85% |
| 11 | VANGUARD INDEX FDS | 922908512 | 99,533 | $16.1M | 3.70% |
| 12 | VANGUARD INDEX FDS | 922908611 | 61,708 | $12.2M | 2.81% |
| 13 | VANGUARD INDEX FDS | 922908595 | 35,086 | $9.8M | 2.26% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042718 | 60,978 | $7.0M | 1.61% |
| 15 | ISHARES TR | 464288414 | 45,057 | $4.8M | 1.10% |
| 16 | ISHARES TR | 46434V696 | 66,413 | $4.1M | 0.93% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C409 | 51,777 | $4.0M | 0.93% |
| 18 | ISHARES TR | 46434V738 | 73,619 | $4.0M | 0.91% |
| 19 | ISHARES TR | 464288158 | 35,830 | $3.8M | 0.87% |
| 20 | ISHARES INC | 46434G103 | 69,834 | $3.6M | 0.84% |
| 21 | ISHARES TR | 464288521 | 63,475 | $3.6M | 0.84% |
| 22 | ISHARES TR | 464287663 | 35,793 | $3.3M | 0.76% |
| 23 | ISHARES TR | 464287457 | 40,132 | $3.3M | 0.76% |
| 24 | ISHARES TR | 464287705 | 18,944 | $2.4M | 0.54% |
| 25 | EXXON MOBIL CORP | XOM | 19,399 | $2.1M | 0.48% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042742 | 16,079 | $1.9M | 0.43% |
| 27 | VANGUARD INDEX FDS | 922908769 | 6,145 | $1.8M | 0.41% |
| 28 | APPLE INC | AAPL | 6,204 | $1.6M | 0.36% |
| 29 | MICROSOFT CORP | MSFT | 3,573 | $1.5M | 0.35% |
| 30 | ISHARES TR | 464287671 | 10,200 | $1.4M | 0.33% |
| 31 | VANGUARD STAR FDS | 921909768 | 21,856 | $1.3M | 0.30% |
| 32 | PROCTER AND GAMBLE CO | 742718109 | 7,576 | $1.3M | 0.29% |
| 33 | VANGUARD MUN BD FDS | 922907746 | 20,774 | $1.0M | 0.24% |
| 34 | VANGUARD INDEX FDS | 922908363 | 1,823 | $982,321 | 0.23% |
| 35 | AMAZON COM INC | AMZN | 4,357 | $955,991 | 0.22% |
| 36 | ISHARES TR | 464287614 | 2,380 | $955,760 | 0.22% |
| 37 | COLGATE PALMOLIVE CO | CL | 10,023 | $911,191 | 0.21% |
| 38 | ISHARES TR | 464287606 | 9,854 | $896,024 | 0.21% |
| 39 | VERTEX PHARMACEUTICALS INC | VRTX | 2,124 | $855,335 | 0.20% |
| 40 | VANGUARD WORLD FD | 921910733 | 8,077 | $847,197 | 0.19% |
| 41 | ISHARES TR | 46435G425 | 6,556 | $844,544 | 0.19% |
| 42 | ISHARES TR | 46435G516 | 10,674 | $812,718 | 0.19% |
| 43 | ISHARES TR | 464287879 | 7,318 | $794,780 | 0.18% |
| 44 | ISHARES TR | 464288273 | 12,408 | $753,774 | 0.17% |
| 45 | ISHARES TR | 46432F842 | 10,658 | $749,076 | 0.17% |
| 46 | LOEWS CORP | L | 8,483 | $718,425 | 0.17% |
| 47 | NIKE INC | NKE | 8,700 | $658,329 | 0.15% |
| 48 | ALPHABET INC | GOOG | 3,378 | $643,306 | 0.15% |
| 49 | ISHARES TR | 464287887 | 4,744 | $642,236 | 0.15% |
| 50 | VANGUARD WHITEHALL FDS | 921946406 | 4,632 | $590,997 | 0.14% |
| 51 | DISNEY WALT CO | 254687106 | 5,175 | $576,182 | 0.13% |
| 52 | ISHARES TR | 46435G243 | 23,161 | $572,077 | 0.13% |
| 53 | META PLATFORMS INC | META | 901 | $527,389 | 0.12% |
| 54 | ALPHABET INC | GOOG | 2,766 | $523,604 | 0.12% |
| 55 | VISA INC | V | 1,503 | $475,008 | 0.11% |
| 56 | ISHARES TR | 46435U549 | 10,010 | $464,864 | 0.11% |
| 57 | SPDR S&P 500 ETF TR | SPY | 705 | $413,186 | 0.10% |
| 58 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,105 | $412,222 | 0.09% |
| 59 | INTERNATIONAL BUSINESS MACHS | INTR | 1,863 | $409,614 | 0.09% |
| 60 | ISHARES TR | 46435U663 | 9,110 | $383,076 | 0.09% |
| 61 | ISHARES INC | 46434G863 | 11,407 | $380,880 | 0.09% |
| 62 | HOME DEPOT INC | HD | 919 | $357,482 | 0.08% |
| 63 | MERCK & CO INC | MRK | 3,570 | $355,132 | 0.08% |
| 64 | NVIDIA CORPORATION | NVDA | 2,624 | $352,379 | 0.08% |
| 65 | ORACLE CORP | ORCL-PD | 1,915 | $319,116 | 0.07% |
| 66 | BROADCOM INC | AVGO | 1,214 | $281,454 | 0.06% |
| 67 | PRICE T ROWE GROUP INC | TROW | 2,412 | $272,773 | 0.06% |
| 68 | VANGUARD INDEX FDS | 922908629 | 1,014 | $267,828 | 0.06% |
| 69 | FISERV INC | FISV | 1,283 | $263,554 | 0.06% |
| 70 | THE CIGNA GROUP | 125523100 | 885 | $244,384 | 0.06% |
| 71 | JOHNSON & JOHNSON | JNJ | 1,675 | $242,188 | 0.06% |
| 72 | ISHARES TR | 464287507 | 3,850 | $239,894 | 0.06% |
| 73 | ISHARES TR | 464287309 | 2,344 | $237,986 | 0.05% |
| 74 | ISHARES TR | 464287721 | 1,363 | $217,426 | 0.05% |
| 75 | ISHARES TR | 46432F339 | 1,178 | $209,778 | 0.05% |
| 76 | PHILIP MORRIS INTL INC | 718172109 | 1,729 | $208,073 | 0.05% |
| 77 | CHARGEPOINT HOLDINGS INC | CHPT | 16,000 | $17,120 | 0.00% |