SHRIER WEALTH MANAGEMENT, LLC - Portfolio overview

SHRIER WEALTH MANAGEMENT, LLC has 131 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 8.25%
2. IEFA - ISHARES TR, 6.14%
3. VWO - VANGUARD INTL EQUITY INDEX F, 6.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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