SEC Form 13F

CONCENTRIC WEALTH MANAGEMENT, LLC 13F Holdings

Report period2024-09-30
Publicly available2024-11-14
Reported value$410,041,777
Positions133

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Avantis US Small Cap Value ETFAVUVCOM$15,954,518166,279
AppleAAPLCOM$13,876,55259,556
MicrosoftMSFTCOM$13,702,74131,845
iShares Core MSCI EAFEIEFACOM$13,207,149169,214
iShares Core MSCI Emerging MarketsIEMGCOM$12,082,322210,457
Alphabet (Google) AGOOGLCOM$12,056,54672,695
OracleORCLCOM$11,136,32265,354
Abbvie IncABBVCOM$8,911,12545,124
JP Morgan ChaseJPMCOM$8,858,43942,011
VisaVCOM$8,629,83131,387

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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