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STOCK TICKER:

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

Parallel Advisors, LLC INSTITUTION : Parallel Advisors, LLC
Parallel Advisors, LLC Portfolio (reported on 2021-04-23)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 267,284,000 2,917,944 12.61%
CVB FINL CORP COM    (Stock) CVBF 87,259,000 3,950,177 4.11%
APPLE INC    (Stock) AAPL 69,380,000 567,991 3.27%
OKTA INC CL A    (Stock) 62,676,000 284,335 2.95%
ISHARES EDGE MSCI USA VALUE FACTOR ETF    (ETF) VLUE 49,648,000 484,559 2.34%
VANGUARD LARGE CAP    (ETF) VV 44,128,000 238,142 2.08%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 42,818,000 1,634,885 2.02%
AMAZON.COM INC    (Stock) AMZN 41,755,000 13,495 1.97%
ISHARES GLOBAL TECH ETF    (ETF) IXN 37,590,000 122,156 1.77%
CORCEPT THERAPEUTICS INC COM    (Stock) CORT 37,207,000 1,563,974 1.75%
MICROSOFT    (Stock) MSFT 35,847,000 152,040 1.69%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 32,061,000 444,977 1.51%
ISHARES AGGREGATE BOND ETF    (ETF) AGG 30,205,000 265,353 1.42%
ISHARES U.S. MEDICAL DEVICES ETF    (ETF) IHI 26,768,000 81,028 1.26%
ISHARES S&P 500 INDEX    (ETF) IVV 25,433,000 63,931 1.20%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 24,173,000 375,594 1.14%
VANGUARD TOTAL STK MKT    (ETF) VTI 23,677,000 114,552 1.11%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 23,228,000 214,022 1.09%
ISHARES MSCI USA MIN VOL FACTOR ETF    (ETF) USMV 22,707,000 328,190 1.07%
UBER TECHNOLOGIES INC COM    (Stock) 21,642,000 397,020 1.02%
GOOGLE INC    (Stock) GOOGL 21,291,000 10,323 1.00%
POWERSHARES QQQ TR    (ETF) 18,397,000 57,649 0.86%
ALPHABET INC CAP STK CL C    (Stock) GOOG 17,083,000 8,258 0.80%
FACEBOOK INC CL A    (Stock) FB 15,302,000 51,954 0.72%
SPDR S&P 500 ETF    (ETF) SPY 14,460,000 36,486 0.68%
ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 14,158,000 108,863 0.66%
VANGUARD SMALL CAP ETF    (ETF) VB 13,820,000 64,557 0.65%
VISA INC    (Stock) V 13,510,000 63,805 0.63%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 13,374,000 122,183 0.63%
VANGUARD MID CAP    (ETF) VO 13,284,000 60,014 0.62%
VANGUARD ESG U.S. STOCK ETF    (ETF) 12,995,000 176,207 0.61%
VANGUARD VALUE ETF    (ETF) VTV 12,649,000 96,222 0.59%
PALANTIR TECHNOLOGIES INC CL A    (Stock) 12,625,000 542,078 0.59%
NETFLIX COM INC    (Stock) NFLX 12,044,000 23,087 0.56%
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF    (ETF) TMW 11,811,000 240,102 0.55%
ISHARES MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 11,605,000 95,291 0.54%
SSGA ACTIVE ETF TR BLKSTN GSOSRLN    (ETF) SRLN 10,939,000 239,149 0.51%
PAYPAL HLDGS INC COM    (Stock) PYPL 10,302,000 42,423 0.48%
VERIZON COMMUNICATIONS    (Stock) VZ 9,956,000 171,208 0.46%
TWILIO INC CL A    (Stock) 9,844,000 28,888 0.46%
PIMCO ENHANCED SHORT MATURITY ETF    (ETF) MINT 9,674,000 94,929 0.45%
SNAP INC CL A    (Stock) 9,396,000 179,683 0.44%
VANGUARD DIVIDEND APPRECIATION ETF    (ETF) VIG 8,866,000 60,283 0.41%
TESLA MOTORS INC    (Stock) TSLA 8,709,000 13,039 0.41%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 8,699,000 231,235 0.41%
ZYNGA INC    (Stock) ZNGA 8,663,000 848,471 0.40%
SCHWAB EMERGING MARKET EQ ETF    (ETF) SCHE 8,160,000 256,761 0.38%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 8,128,000 98,896 0.38%
REALTY INCOME CORP    (REIT) O 8,076,000 127,188 0.38%
SPDR GOLD ETF    (ETF) GLD 7,568,000 47,311 0.35%
COSTCO WHOLESALE CORP    (Stock) COST 7,528,000 21,357 0.35%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF    (ETF) FTEC 7,411,000 70,004 0.34%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 7,251,000 147,654 0.34%
VANGUARD TOTAL BOND MARKET ETF    (ETF) BND 7,051,000 83,231 0.33%
JPMORGAN CHASE & CO COM    (Stock) JPM 7,015,000 46,080 0.33%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 6,980,000 46,056 0.32%
ISHARES TR MSCI ACWIINDEX FD    (ETF) ACWI 6,710,000 70,525 0.31%
VANGUARD SMALL CAP VALUE ETF    (ETF) VBR 6,672,000 40,290 0.31%
SALESFORCE COM    (Stock) CRM 6,651,000 31,393 0.31%
1LIFE HEALTHCARE INC COM    (Stock) 6,634,000 169,749 0.31%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 6,578,000 126,376 0.31%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 6,539,000 25,595 0.30%
JOHNSON & JOHNSON COM    (Stock) JNJ 6,505,000 39,583 0.30%
HOME DEPOT    (Stock) HD 6,417,000 21,021 0.30%
NVIDIA CORP    (Stock) NVDA 6,192,000 11,596 0.29%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 5,833,000 109,346 0.27%
ARK INNOVATION ETF    (ETF) ARKK 5,722,000 47,704 0.26%
DISNEY WALT CO COM    (Stock) DIS 5,666,000 30,707 0.26%
ISHARES MSCI EAFE ETF    (ETF) EFA 5,485,000 72,296 0.25%
INARI MED INC COM    (Stock) 5,388,000 50,352 0.25%
LYFT INC CL A COM    (Stock) 5,335,000 84,448 0.25%
TWITTER INC    (Stock) TWTR 5,324,000 83,666 0.25%
ISHARES MSCI USA MOMENTUM FACTOR ETF    (ETF) 5,230,000 32,511 0.24%
BLACKROCK ULTRA SHORT-TERM BOND ETF    (ETF) ICSH 5,189,000 102,711 0.24%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 5,106,000 11,188 0.24%
PROCTER AND GAMBLE CO COM    (Stock) PG 5,032,000 37,158 0.23%
SCHWAB ETFS- US BROAD MARKET ETF    (ETF) SCHB 4,899,000 50,659 0.23%
CISCO SYS INC    (Stock) CSCO 4,596,000 88,885 0.21%
DRAFTKINGS INC COM CL A    (Stock) 4,592,000 74,881 0.21%
ISHARES TR S&P CALIF MUN BD FD    (ETF) CMF 4,580,000 73,726 0.21%
ISHARES TR LEHMAN SHORT TREA BDFD    (ETF) SHV 4,535,000 41,037 0.21%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 4,465,000 19,695 0.21%
CHEVRON CORP NEW COM    (Stock) CVX 4,386,000 41,854 0.20%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 4,345,000 30,761 0.20%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 4,221,000 36,371 0.19%
VANGUARD SHORT TERM CORP BOND FD ETF    (ETF) VCSH 4,104,000 49,750 0.19%
ISHARES S&P SMALLCAP 600 VALUE ETF    (ETF) IJS 4,026,000 39,964 0.18%
ADOBE SYS INC    (Stock) ADBE 3,990,000 8,394 0.18%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 3,957,000 16,280 0.18%
VANGUARD HIGH DIVIDEND YIELD    (ETF) VYM 3,897,000 38,555 0.18%
UNITEDHEALTH GROUP    (Stock) UNH 3,865,000 10,388 0.18%
AMERICAN WELL CORP CL A    (Stock) 3,849,000 221,602 0.18%
DOCUSIGN INC COM    (Stock) 3,710,000 18,324 0.17%
SHOPIFY INC CL A    (Stock) 3,592,000 3,246 0.16%
BK OF AMERICA CORP COM    (Stock) BAC 3,542,000 91,546 0.16%
VANGUARD REIT INDEX ETF    (ETF) VNQ 3,516,000 38,274 0.16%
STARBUCKS CORP    (Stock) SBUX 3,388,000 31,003 0.15%
NIKE INC CLASS B    (Stock) NKE 3,372,000 25,373 0.15%
CROWDSTRIKE HLDGS INC CL A    (Stock) 3,333,000 18,260 0.15%
ABBOTT LABS COM    (Stock) ABT 3,295,000 27,493 0.15%
WALMART INC COM    (Stock) WMT 3,160,000 23,261 0.14%
EXXON MOBIL CORP COM    (Stock) XOM 3,105,000 55,608 0.14%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 3,082,000 49,162 0.14%
LILLY ELI & CO COM    (Stock) LLY 3,056,000 16,360 0.14%
TEXAS INSTRS INC COM    (Stock) TXN 3,011,000 15,932 0.14%
VANGUARD TOTAL WORLD STOCK ETF    (ETF) 3,009,000 30,928 0.14%
COCA COLA CO COM    (Stock) KO 2,977,000 56,476 0.14%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD    (ADR) TSM 2,954,000 24,976 0.13%
SERVICE NOW INC    (Stock) NOW 2,913,000 5,824 0.13%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 2,901,000 45,954 0.13%
COMCAST CORP NEW CL A    (Stock) CMCSA 2,875,000 53,141 0.13%
VANGUARD MEGA CAP 300 ETF    (ETF) MGC 2,844,000 20,279 0.13%
ACCENTURE LTD BERMUDA CL A    (Stock) ACN 2,822,000 10,214 0.13%
MASTERCARD INC    (Stock) MA 2,796,000 7,852 0.13%
VANGUARD S&P 500 ETF    (ETF) VOO 2,794,000 7,669 0.13%
PEPSICO INC COM    (Stock) PEP 2,776,000 19,623 0.13%
INVESCO S&P 500 QUALITY ETF    (ETF) 2,763,000 62,337 0.13%
ABBVIE INC COM    (Stock) ABBV 2,707,000 25,015 0.12%
ISHARES RUSSELL 2000 VALUE    (ETF) IWN 2,694,000 16,891 0.12%
DANAHER CORP    (Stock) DHR 2,689,000 11,947 0.12%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 2,662,000 10,227 0.12%
MONDELEZ INTL INC CL A    (Stock) MDLZ 2,659,000 45,427 0.12%
HONEYWELL INTL INC    (Stock) HON 2,640,000 12,162 0.12%
STITCH FIX INC COM CL A    (Stock) 2,635,000 53,197 0.12%
ISHARES DJ US TECHNOLOGY    (ETF) IYW 2,617,000 29,840 0.12%
NEXTERA ENERGY INC COM    (Stock) NEE 2,608,000 34,492 0.12%
ISHARES MBS ETF    (ETF) MBB 2,583,000 23,822 0.12%
SCHWAB U.S. LARGE-CAP ETF    (ETF) SCHX 2,567,000 26,730 0.12%
ISHARES MSCI USA SIZE FACTOR ETF    (ETF) SIZE 2,533,000 21,096 0.11%
ORACLE CORPORATION    (Stock) ORCL 2,518,000 35,885 0.11%
INTEL CORP COM    (Stock) INTC 2,516,000 39,316 0.11%
ELASTIC N V ORD SHS    (Stock) 2,468,000 22,193 0.11%
PFIZER INC COM    (Stock) PFE 2,406,000 66,409 0.11%
ARCUS BIOSCIENCES INC COM    (Stock) 2,393,000 85,225 0.11%
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND    (ETF) LDUR 2,388,000 23,415 0.11%
ISHARES CORE DIVIDEND GROWTH ETF    (ETF) DGRO 2,361,000 48,922 0.11%
VANGUARD GROWTH ETF    (ETF) VUG 2,358,000 9,175 0.11%
MERCK & CO INC    (Stock) MRK 2,346,000 30,429 0.11%
UNITED PARCEL SERVICE INC    (Stock) UPS 2,345,000 13,795 0.11%
AMERICAN TOWER CORP    (REIT) AMT 2,321,000 9,707 0.10%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 2,314,000 6 0.10%
VANGUARD INFORMATION TECHNOLOGY    (ETF) VGT 2,276,000 6,349 0.10%
CVS HEALTH CORP COM    (Stock) CVS 2,191,000 29,121 0.10%
INTUIT INC    (Stock) INTU 2,184,000 5,703 0.10%
MORGAN STANLEY    (Stock) MS 2,127,000 27,390 0.10%
BLACKSTONE GROUP LP    (Stock) 2,109,000 28,291 0.09%
ALLSTATE CORP    (Stock) ALL 2,095,000 18,237 0.09%
POWERSHARES SP500 LOW VOLATILITY ETF    (ETF) 2,078,000 35,742 0.09%
AT&T INC COM    (Stock) T 2,073,000 68,489 0.09%
MCDONALDS CORP COM    (Stock) MCD 2,045,000 9,122 0.09%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 2,018,000 35,325 0.09%
SCHWAB US TIPS ETF    (ETF) SCHP 2,013,000 32,921 0.09%
STRYKER CORP    (Stock) SYK 2,010,000 8,250 0.09%
ISHARES 20 YR TREASURY ETF    (ETF) TLT 2,005,000 14,801 0.09%
ISHARES DJ SELECT DIVIDEND    (ETF) DVY 1,998,000 17,509 0.09%
SCHWAB U.S. LARGE-CAP VALUE ETF    (ETF) SCHV 1,971,000 30,188 0.09%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 1,951,000 20,969 0.09%
FIDELITY NATL INFO SVCS    (Stock) FIS 1,946,000 13,840 0.09%
ISHARES TR S&P 100 INDEX FUND    (ETF) OEF 1,906,000 10,597 0.08%
DUPONT DE NEMOURS INC COM    (Stock) 1,882,000 24,350 0.08%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 1,876,000 8,490 0.08%
TARGET CORP COM    (Stock) TGT 1,865,000 9,416 0.08%
MICRON TECHNOLOGY    (Stock) MU 1,844,000 20,905 0.08%
AMGEN INC    (Stock) AMGN 1,840,000 7,395 0.08%
SCHWAB ETFS- US SMALL-CAP ETF    (ETF) SCHA 1,839,000 18,454 0.08%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 1,810,000 23,419 0.08%
ETSY INC COM    (Stock) ETSY 1,809,000 8,970 0.08%
SQUARE INC CL A    (Stock) 1,797,000 7,913 0.08%
APPLIED MATLS INC COM    (Stock) AMAT 1,766,000 13,218 0.08%
ISHARES 1-3 YR CREDIT BOND ETF    (ETF) CSJ 1,760,000 32,180 0.08%
SLACK TECHNOLOGIES INC COM CL A    (Stock) 1,759,000 43,289 0.08%
ISHARES S&P SMALLCAP 600 GROWTH ETF    (ETF) IJT 1,758,000 13,707 0.08%
GILEAD SCIENCES INC    (Stock) GILD 1,745,000 27,007 0.08%
ISHARES TIPS BOND ETF    (ETF) TIP 1,725,000 13,742 0.08%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 1,722,000 26,449 0.08%
AIR PRODS & CHEMS INC COM    (Stock) APD 1,634,000 5,809 0.07%
LANDMARK INFRASTRCTUR PARTR LP COM UNIT LTD    (Stock) LMRK 1,615,000 136,515 0.07%
CUMMINS INC COM    (Stock) CMI 1,581,000 6,103 0.07%
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD    (ETF) XLY 1,578,000 9,389 0.07%
ISHARES 1-3 YR TREASURY BOND ETF    (ETF) SHY 1,536,000 17,807 0.07%
INVESCO DYNAMIC LARGE CAP VALUE ETF    (ETF) 1,522,000 35,675 0.07%
SNOWFLAKE INC CL A    (Stock) 1,493,000 6,510 0.07%
GOLDMAN SACHS BDC INC SHS    (CEF) GSBD 1,458,000 75,416 0.06%
ILLUMINA INC    (Stock) ILMN 1,441,000 3,752 0.06%
SCHWAB US AGGREGATE BOND ETF    (ETF) SCHZ 1,423,000 26,377 0.06%
BOEING CO COM    (Stock) BA 1,419,000 5,570 0.06%
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF    (ETF) GWL 1,409,000 39,839 0.06%
HAWAIIAN ELEC INDUSTRIES COM    (Stock) HE 1,377,000 30,989 0.06%
BLACKROCK INC    (Stock) BLK 1,376,000 1,825 0.06%
ISHARES TR RUSSELL MIDCAP INDEX FD    (ETF) IWR 1,373,000 18,565 0.06%
CASTLE BIOSCIENCES INC COM    (Stock) 1,369,000 20,000 0.06%
CATERPILLAR INC COM    (Stock) CAT 1,368,000 5,901 0.06%
MEDTRONIC PLC SHS    (Stock) MDT 1,363,000 11,542 0.06%
ISHARES TR RUSSELL 1000 INDEX ETF    (ETF) IWB 1,357,000 6,061 0.06%
UPWORK INC COM    (Stock) 1,335,000 29,830 0.06%
QUALCOMM INC COM    (Stock) QCOM 1,305,000 9,844 0.06%
VANGUARD FTSE ALL-WORLD EX-US    (ETF) VEU 1,298,000 21,386 0.06%
VANECK VECTORS SEMICONDUCTOR ETF    (ETF) 1,292,000 5,303 0.06%
SYNOPSYS INC COM    (Stock) SNPS 1,282,000 5,172 0.06%
AIRBNB INC COM CL A    (Stock) 1,279,000 6,805 0.06%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next >Full Portfolio View
Total Value As 2021-03-31: 2,119,415,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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