IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SVB Wealth LLC

Q4 2021 Holdings

Filed 2022-02-15 | 1525 holdings | $248.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
iShares Core S&P U.S. Growth E(IUSG)ETF464287671$6535,6480.0%
iShares Russell 1000 ETF(IWB)ETF464287622$6552,4760.0%
iShares S&P Global Clean Energ(ICLN)ETF464288224$65631,0310.0%
iShares MBS ETF(MBB)ETF464288588$6606,1490.0%
Nutrien Ltd(NTR)COM67077M108$6608,7870.0%
Linde PLC(LIN)COMG5494J103$6721,9400.0%
Spdr Dow Jones REIT ETF(RWR)ETF78464A607$6755,5260.0%
Industrial Select Sector Spdr(XLI)ETF81369Y704$6776,4000.0%
Micron Technology Inc(MU)COM595112103$6787,2690.0%
United States Oil Fund, LP(USO)ETF91232N207$68012,5000.0%
Dimensional U.S. Small Cap ETF(DFAS)ETF25434V500$68311,3770.0%
Global X FinTech Thematic ETF(FINX)ETF37954Y814$68917,2000.0%
Chunghwa Telecom Co Ltd(CHT)COM17133Q502$69016,3470.0%
L'Oreal Co(LRLCY)COM502117203$6927,2580.0%
iShares Global Materials ETF(MXI)ETF464288695$6937,6570.0%
Public Service Enterprise Grou(PEG)COM744573106$71110,6490.0%
HCA Healthcare Inc(HCA)COM40412C101$7122,7670.0%
Vanguard Global ex-U.S. Real E(VNQI)ETF922042676$71913,3280.0%
Nippon Teleg Tel Corp(NTTYY)COM654624105$72226,3340.0%
Cabot Oil & Gas Corp(CTRA)COM127097103$72638,2110.0%
Moodys Corp(MCO)COM615369105$7291,8680.0%
Spdr Portfolio S&P 500 Value E(SPYV)ETF78464A508$73517,5010.0%
Toyota Motor Corp(TM)COM892331307$7403,9930.0%
Central Fund Canada(CEF/U)ETF85208R101$74241,8620.0%
Enphase Energy Inc(ENPH)COM29355A107$7464,0810.0%
Keweenaw Land Assn Ltd(KEWL)COM493026108$7667,1700.0%
Prudential Financial Inc(PRU)COM744320102$7717,1170.0%
Fidelity Msci Consumer Discret(FDIS)ETF316092204$7718,7310.0%
iShares S&P Global Fin Sector(IXG)ETF464287333$7739,6570.0%
Hewlett Packard Enterprise Co(HPE)COM42824C109$79250,2120.0%
iShares S&P Small-Cap 600 Grow(IJT)ETF464287887$7945,7250.0%
Shopify Inc(SHOP)COM82509L107$7965780.0%
iShares U.S. Technology ETF(IYW)ETF464287721$8006,9720.0%
JPMorgan BetaBuilders Japan ET(BBJP)ETF46641Q217$80214,5590.0%
iShares Russell Mid-Cap ETF(IWR)ETF464287499$8039,6820.0%
Otis Worldwide Corp(OTIS)COM68902V107$8129,3220.0%
American Water Wks Co Inc(AWK)COM030420103$8144,3090.0%
Grayscale Bitcoin Tr Btc(GBTC)COM389637109$82224,0010.0%
Gentex Corp(GNTX)COM371901109$82623,6820.0%
Schwab U.S. TIPs ETF(SCHP)ETF808524870$82613,1410.0%
VanEck Vectors Gold Miners ETF(GDX)ETF92189F106$82725,8020.0%
Vanguard Admiral FDS Inc Midcp 400 IDX(IVOO)ETF921932885$8294,3300.0%
ProShares UltraPro QQQ(TQQQ)ETF74347X831$8325,0000.0%
iShares Nasdaq Biotechnology I(IBB)ETF464287556$8365,4780.0%
iShares 0-5 Year High Yield Co(SHYG)ETF46434V407$85218,8130.0%
McKesson Corp(MCK)COM58155Q103$8583,4500.0%
Heritage Comm Corp(HTBK)COM426927109$86272,1870.0%
Allstate Corp(ALL)COM020002101$8687,3790.0%
First Trust Health Care AlphaD(FXH)ETF33734X143$8697,0000.0%
iShares Core S&P U.S. Value ET(IUSV)ETF464287663$87111,4080.0%
PreviousPage 9 of 17Next