Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VIRIDIAN RIA, LLC (CIK 1730068) reported $430.2M across 9 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: VEA ($48.1M, 11.18%), SPY ($40.3M, 9.36%), IJR ($39.4M, 9.16%), VO ($32.3M, 7.51%), VWO ($24.4M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED INTL FD | $48.1M | 11.18% | 0 | Exited |
| 2 | SPY | SPDR S&P 500 ETF TR | $40.3M | 9.36% | 0 | Exited |
| 3 | IJR | ISHARES TR | $39.4M | 9.16% | 0 | Exited |
| 4 | VO | VANGUARD INDEX FDS | $32.3M | 7.51% | 0 | Exited |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $24.4M | 5.66% | 0 | Exited |
| 6 | IVE | ISHARES TR | $21.7M | 5.03% | 0 | Exited |
| 7 | XLK | SELECT SECTOR SPDR TR | $17.9M | 4.16% | 0 | Exited |
| 8 | VUG | VANGUARD INDEX FDS | $17.8M | 4.13% | 0 | Exited |
| 9 | XLI | SELECT SECTOR SPDR TR | $17.3M | 4.03% | 0 | Exited |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | $15.9M | 3.70% | 0 | Exited |
| 11 | VFH | VANGUARD WORLD FDS | $13.8M | 3.21% | 0 | Exited |
| 12 | AMZN | AMAZON COM INC | $7.6M | 1.78% | 2,346 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $7.0M | 1.62% | 0 | Exited |
| 14 | TSLA | TESLA INC | $5.5M | 1.29% | 0 | Exited |
| 15 | IEFA | ISHARES TR | $5.3M | 1.23% | 0 | Exited |
| 16 | AAPL | APPLE INC | $5.3M | 1.23% | 30,260 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $4.4M | 1.02% | 0 | Exited |
| 18 | VB | VANGUARD INDEX FDS | $4.2M | 0.97% | 0 | Exited |
| 19 | VTIP | VANGUARD MALVERN FDS | $3.7M | 0.87% | 0 | Exited |
| 20 | FLRN | SPDR SER TR | $3.7M | 0.86% | 0 | Exited |
| 21 | GOOGL | ALPHABET INC | $3.7M | 0.85% | 1,315 | Trimmed |
| 22 | IEMG | ISHARES INC | $3.7M | 0.85% | 0 | Exited |
| 23 | IWR | ISHARES TR | $3.5M | 0.82% | 0 | Exited |
| 24 | IVV | ISHARES TR | $3.5M | 0.81% | 0 | Exited |
| 25 | XLF | SELECT SECTOR SPDR TR | $3.3M | 0.76% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-03-31