SEC Form 13F

SHRIER WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$296,460,629
Positions134

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSGOV0-3 MTH TREASURY$23,178,631230,244
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$18,920,845316,985
ISHARES TRIEFACORE MSCI EAFE$18,737,534194,011
VANGUARD INDEX FDSVUGGROWTH ETF$15,015,154174,311
VANGUARD INDEX FDSVTVVALUE ETF$12,167,57755,832
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$9,294,93439,282
ISHARES TRIJRCORE S&P SCP ETF$8,517,81657,433
SPDR GOLD TRGLDGOLD SHS$7,219,51119,598
SPDR SERIES TRUSTSDYST STR SP DIV$6,531,31642,918
JPMORGAN CHASE & COJPMCOM$6,146,67018,778

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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