80. Perigon Wealth Management

Rank: 80
Location: San Francisco, CA
Total Assets: $3,328,851,200
ETF Assets: $719,112,320
Website: www.pmwealthllc.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 61
Total Value of All ETF Holdings: $719,112,320
Number of Issuers: 32
Number of Sectors: 44
  • Top 5 ETF Holdings
    1. ITOT: $272,501,480
    2. VOO: $90,940,674
    3. FNDA: $59,035,752
    4. BIV: $26,102,299
    5. SPY: $24,226,590
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Small Cap Blend Equities
    3. Total Bond Market
    4. Corporate Bonds
    5. Emerging Markets Bonds
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. Schwab
    4. State Street SPDR
    5. JPMorgan

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



< Prev
Back To List
Next >

For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.pmwealthllc.com 2023 Top 100 ETF Power Users