Howe & Rusling
$1.5B Assets Reported
519 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 192,890 | $62M | 4.0% |
| JPM | JPMORGAN CHASE & CO | 186,300 | $55M | 3.6% |
| IUSG | ISHARES TR | 338,734 | $53M | 3.4% |
| IVV | ISHARES TR | 80,058 | $52M | 3.4% |
| VCIT | VANGUARD SCOTTSDALE FDS | 623,601 | $52M | 3.4% |
| AVGO | BROADCOM INC | 161,641 | $50M | 3.3% |
| AAPL | APPLE INC | 166,518 | $42M | 2.8% |
| GVI | ISHARES TR | 394,689 | $42M | 2.7% |
| XOM | EXXON MOBIL CORP | 234,690 | $40M | 2.6% |
| IUSV | ISHARES TR | 358,791 | $37M | 2.4% |
Track Howe & Rusling's 13F portfolio: $1.5B in reported holdings, 519 positions. Top holdings, AUM, and quarterly changes on SentiSense.