Institutional Manager · CIK 0002075389
SHRIER WEALTH MANAGEMENT, LLC
LOS ANGELES, CA · File #028-25922
Latest AUM
$253.9M
Positions
126
Top-10 Concentration
51.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46436E718 | 203,137 | $20.4M | 9.64% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042858 | 290,349 | $15.6M | 7.38% |
| 3 | ISHARES TR | 46432F842 | 167,442 | $15.0M | 7.08% |
| 4 | VANGUARD INDEX FDS | 922908736 | 25,497 | $12.4M | 5.88% |
| 5 | SPDR GOLD TR | GLD | 24,988 | $9.9M | 4.68% |
| 6 | VANGUARD INDEX FDS | 922908744 | 47,557 | $9.1M | 4.29% |
| 7 | VANGUARD SPECIALIZED FUNDS | 921908844 | 35,573 | $7.8M | 3.69% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 21,107 | $6.8M | 3.21% |
| 9 | ISHARES TR | 464287804 | 50,990 | $6.1M | 2.90% |
| 10 | SPDR SERIES TRUST | 78464A763 | 36,188 | $5.0M | 2.38% |
| 11 | ISHARES GOLD TR | IAU | 55,025 | $4.5M | 2.11% |
| 12 | WILLIAMS COS INC | 969457100 | 71,092 | $4.3M | 2.02% |
| 13 | EXXON MOBIL CORP | XOM | 33,179 | $4.0M | 1.89% |
| 14 | BANK AMERICA CORP | 060505104 | 72,486 | $4.0M | 1.88% |
| 15 | ENBRIDGE INC | ENNPF | 81,992 | $3.9M | 1.85% |
| 16 | WASTE MGMT INC DEL | 94106L109 | 17,705 | $3.9M | 1.84% |
| 17 | APPLE INC | AAPL | 13,738 | $3.7M | 1.76% |
| 18 | WALMART INC | WMT | 31,490 | $3.5M | 1.66% |
| 19 | ALPHABET INC | GOOG | 10,903 | $3.4M | 1.62% |
| 20 | NOVARTIS AG | NVSEF | 24,077 | $3.3M | 1.57% |