Palisades Hudson Asset Management, L.P.
109 holdingsFiling period: 2026-03-31Current AUM: $287.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJS | iShares Tr | 281.6K | $33.4M | $38.3M | 13.31% | -2,517 | 2026-03-31 |
| 2 | VTI | Vanguard Index Fds | 58.5K | $18.8M | $21.5M | 7.48% | -36 | 2026-03-31 |
| 3 | SPY | SPDR S&P 500 ETF Tr | 28.3K | $18.4M | $21.1M | 7.34% | -451 | 2026-03-31 |
| 4 | IJT | iShares Tr | 99.0K | $14.3M | $17.1M | 5.94% | +746 | 2026-03-31 |
| 5 | IVV | iShares Tr | 21.1K | $13.8M | $15.8M | 5.50% | -34 | 2026-03-31 |
| 6 | IJR | iShares Tr | 95.7K | $11.9M | $13.9M | 4.84% | -64 | 2026-03-31 |
| 7 | IEUR | iShares Tr | 151.9K | $10.7M | $11.6M | 4.05% | -4,524 | 2026-03-31 |
| 8 | EWJ | iShares | 106.9K | $9.0M | $9.9M | 3.43% | -509 | 2026-03-31 |
| 9 | JMEE | JP Morgan Exchange Traded Fund | 126.3K | $8.7M | $9.9M | 3.46% | -5,667 | 2026-03-31 |
| 10 | AAXJ | iShares Tr | 89.9K | $8.7M | $10.0M | 3.46% | -1,119 | 2026-03-31 |
| 11 | IAU | iShares Gold Trust | 73.3K | $6.5M | $5.6M | 1.94% | -25,886 | 2026-03-31 |
| 12 | VGK | Vanguard Intl Equity Index F | 73.5K | $6.1M | $6.7M | 2.31% | -743 | 2026-03-31 |
| 13 | SLYV | SPDR S&P Small Cap Value | 62.1K | $5.9M | $6.7M | 2.34% | +317 | 2026-03-31 |
| 14 | EWA | iShares | 199.2K | $5.5M | $5.8M | 2.03% | +299 | 2026-03-31 |
| 15 | ESGV | Vanguard World FD | 46.7K | $5.2M | $6.2M | 2.14% | +5.5K | 2026-03-31 |
| 16 | NVDA | Nvidia Corp | 29.0K | $5.1M | $5.8M | 2.02% | -- | 2026-03-31 |
| 17 | NUSC | Nuveen ESG Small-Cap ETF | 112.1K | $5.1M | $5.7M | 1.98% | +4.2K | 2026-03-31 |
| 18 | VUSB | Vanguard Bd Index Fds | 95.2K | $4.7M | $4.7M | 1.65% | +8.4K | 2026-03-31 |
| 19 | AAPL | Apple Inc | 17.7K | $4.5M | $5.5M | 1.90% | -87 | 2026-03-31 |
| 20 | GLD | SPDR Gold Trust | 9.5K | $4.1M | $3.5M | 1.23% | -213 | 2026-03-31 |
| 21 | MSFT | Microsoft Corp | 8.8K | $3.3M | $4.1M | 1.43% | -- | 2026-03-31 |
| 22 | GNR | SPDR Index Shs Fds | 40.2K | $3.0M | $2.9M | 1.01% | -590 | 2026-03-31 |
| 23 | AMZN | Amazon Com Inc | 11.7K | $2.4M | $3.2M | 1.10% | -- | 2026-03-31 |
| 24 | SMOG | VanEck ETF Trust | 15.4K | $2.1M | $2.1M | 0.72% | -- | 2026-03-31 |
| 25 | GOOG | Alphabet Inc | 7.1K | $2.0M | $2.5M | 0.88% | +13 | 2026-03-31 |
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