PRESILIUM PRIVATE WEALTH, LLC
76 holdingsFiling period: 2026-03-31Current AUM: $620.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 383.0K | $75.1M | $84.2M | 13.57% | +3.4K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 160.9K | $70.3M | $82.2M | 13.25% | +17.4K | 2026-03-31 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 1.01M | $59.1M | $58.6M | 9.45% | +60.3K | 2026-03-31 |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 638.6K | $52.6M | $57.8M | 9.32% | +37.0K | 2026-03-31 |
| 5 | BSV | VANGUARD INDEX FDS | 550.1K | $43.1M | $42.7M | 6.87% | +25.7K | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 709.2K | $38.3M | $41.7M | 6.71% | +37.8K | 2026-03-31 |
| 7 | VPL | VANGUARD INTL EQUITY INDEX F | 283.4K | $27.7M | $30.9M | 4.98% | -6,932 | 2026-03-31 |
| 8 | VOE | VANGUARD INDEX FDS | 146.9K | $27.1M | $30.1M | 4.84% | +1.2K | 2026-03-31 |
| 9 | VOT | VANGUARD INDEX FDS | 104.4K | $26.9M | $30.9M | 4.97% | +10.9K | 2026-03-31 |
| 10 | VNQ | VANGUARD INDEX FDS | 278.2K | $24.7M | $27.5M | 4.43% | +11.1K | 2026-03-31 |
| 11 | IGSB | ISHARES TR | 363.9K | $19.1M | $19.0M | 3.06% | +19.5K | 2026-03-31 |
| 12 | VBR | VANGUARD INDEX FDS | 79.2K | $17.2M | $19.4M | 3.12% | +2.3K | 2026-03-31 |
| 13 | VBK | VANGUARD INDEX FDS | 54.8K | $16.6M | $18.6M | 3.00% | +2.4K | 2026-03-31 |
| 14 | VSS | VANGUARD INTL EQUITY INDEX F | 70.8K | $10.3M | $10.7M | 1.72% | +2.7K | 2026-03-31 |
| 15 | MUB | ISHARES TR | 58.4K | $6.2M | $6.2M | 0.99% | +3.0K | 2026-03-31 |
| 16 | SUB | ISHARES TR | 52.9K | $5.6M | $5.6M | 0.90% | +2.5K | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 20.8K | $3.5M | $3.2M | 0.52% | +245 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 20.8K | $3.5M | $3.2M | 0.52% | +245 | 2026-03-31 |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | 37.7K | $3.0M | $3.0M | 0.48% | -8,892 | 2026-03-31 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | 16.3K | $2.2M | $2.5M | 0.41% | -68 | 2026-03-31 |
| 21 | IPAC | ISHARES TR | 28.7K | $2.2M | $2.4M | 0.38% | +391 | 2026-03-31 |
| 22 | IUSG | ISHARES TR | 10.8K | $1.7M | $2.0M | 0.32% | +1.2K | 2026-03-31 |
| 23 | AAPL | APPLE INC | 6.1K | $1.5M | $1.9M | 0.30% | +188 | 2026-03-31 |
| 24 | IJJ | ISHARES TR | 10.7K | $1.4M | $1.6M | 0.25% | +288 | 2026-03-31 |
| 25 | VTEB | VANGUARD MUN BD FDS | 27.5K | $1.4M | $1.4M | 0.22% | +2.0K | 2026-03-31 |
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