Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Berman Capital Advisors, LLC INSTITUTION : Berman Capital Advisors, LLC
Berman Capital Advisors, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
iShares Core MSCI EAFE ETF    (ETF) IEFA 34,858,000 698,712 11.23%
Vanguard Large-Cap Index Fund    (ETF) VV 32,708,000 276,188 10.54%
iShares Core S&P Total U.S. Stock Market ETF    (ETF) ISI 16,962,000 296,498 5.46%
iShares Russell 1000 Growth ETF    (ETF) IWF 14,804,000 98,272 4.77%
Vanguard Mid-Cap Index Fund    (ETF) VO 13,454,000 102,205 4.33%
iShares Edge MSCI USA Quality    (ETF) QUAL 11,360,000 140,188 3.66%
Vanguard Total Bond Market Index    (ETF) BND 10,659,000 124,897 3.43%
Vanguard Total International Stock ETF    (ETF) VXUS 10,043,000 239,350 3.23%
SPDR S&P 500 Trust    (ETF) SPY 8,197,000 31,805 2.64%
Vanguard Total Bond Market Index    (ETF) BND 8,147,000 95,467 2.62%
Vanguard Value Index Fund    (ETF) VTV 7,597,000 85,304 2.44%
iShares Core MSCI Emerging Markets ETF    (ETF) IEMG 5,886,000 145,455 1.89%
Vanguard Total Stock Market Index Fund    (ETF) VTI 5,569,000 43,203 1.79%
Apple Inc Com    (Stock) AAPL 5,384,000 21,178 1.73%
Vanguard Total International Stock ETF    (ETF) VXUS 4,645,000 110,702 1.49%
Vanguard FTSE All-World Ex US Index Fund    (ETF) VEU 4,082,000 99,526 1.31%
Vanguard FTSE Developed Markets ETF    (ETF) VEA 3,618,000 108,527 1.16%
Vanguard FTSE Emerging Markets ETF    (ETF) VWO 3,494,000 104,164 1.12%
iShares Core S&P Mid-Cap ETF    (ETF) IJH 3,424,000 23,801 1.10%
Microsoft Corp Com    (Stock) MSFT 2,916,000 18,501 0.94%


Investing Just Like
Berman Capital Advisors, LLC

Matching performance of Berman Capital Advisors, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*