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CONCENTRIC WEALTH MANAGEMENT, LLC

Q1 2023 · 13F-HR

CONCENTRIC WEALTH MANAGEMENT, LLCholdings as filed

Filed 2023-05-11 · accession 0001695345-23-000003

$302.3M
Reported value
118
Positions
2023-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287630IWNiShares Russell 2000 Value$12.8M4.22%93,066CommonNONE
594918104MSFTMicrosoft$9.8M3.24%34,013CommonNONE
46432F842IEFAiShares Core MSCI EAFE$9.7M3.20%144,736CommonNONE
037833100AAPLApple$8.3M2.76%50,505CommonNONE
02079K305GOOGLAlphabet (Google) A$7.6M2.51%73,105CommonNONE
742718109PGProcter & Gamble$7.3M2.41%48,894CommonNONE
478160104JNJJohnson & Johnson$7.1M2.34%45,591CommonNONE
92826C839VVisa$6.9M2.30%30,797CommonNONE
00287Y109ABBVAbbvie Inc$6.6M2.19%41,608CommonNONE
68389X105ORCLOracle$6.5M2.14%69,544CommonNONE
46434G103IEMGiShares Core MSCI Emerging Markets$6.3M2.10%130,094CommonNONE
713448108PEPPepsico$5.9M1.95%32,300CommonNONE
464288646IGSBiShares Short-Term Corp Bond ETF$5.9M1.94%115,814CommonNONE
031162100AMGNAmgen$5.8M1.93%24,146CommonNONE
31428X106FDXFedEx$5.6M1.86%24,639CommonNONE
75513E101RTXRaytheon Technologies Co$5.6M1.86%57,475CommonNONE
46625H100JPMJP Morgan Chase$5.6M1.85%42,966CommonNONE
87612E106TGTTarget$5.5M1.82%33,184CommonNONE
166764100CVXChevron$5.4M1.80%33,291CommonNONE
921937827BSVVanguard Short-Term Bond Idx ETF$5.4M1.79%70,658CommonNONE
922042858VWOVanguard Emerging Markets$5.4M1.78%133,453CommonNONE
863667101SYKStryker$4.9M1.61%17,013CommonNONE
922908553VNQVanguard REIT$4.4M1.44%52,521CommonNONE
50540R409LSILab Corp of America$4.2M1.40%18,485CommonNONE
22160K105COSTCostco$4.1M1.36%8,279CommonNONE
30231G102XOMExxon Mobil$4.1M1.35%37,320CommonNONE
57636Q104MAMastercard Inc$4.0M1.34%11,135CommonNONE
025816109AXPAmerican Express$4.0M1.33%24,444CommonNONE
17275R102CSCOCisco Systems$3.9M1.30%75,112CommonNONE
756109104ORealty Income Corp$3.9M1.29%61,381CommonNONE
126650100CVSCVS Health$3.9M1.28%52,167CommonNONE
907818108UNPUnion Pacific$3.8M1.26%18,929CommonNONE
464287721IYWiShares Dow Jones US Tech Sector$3.7M1.21%39,517CommonNONE
949746101WMT2Wells Fargo$3.5M1.15%93,133CommonNONE
464287465EFAiShares MSCI EAFE$3.4M1.13%47,687CommonNONE
053484101AVBAvalonbay Community$3.2M1.07%19,202CommonNONE
780259305SHELShell PLC$3.2M1.07%56,003CommonNONE
253868103DLRDigital Realty Trust$3.2M1.05%32,294CommonNONE
74460D109PSAPublic Storage$3.1M1.03%10,311CommonNONE
437076102HDHome Depot$3.1M1.02%10,463CommonNONE
828806109SPGSimon Property Group$3.1M1.02%27,578CommonNONE
00206R102TAT&T$3.1M1.02%160,290CommonNONE
92343V104VZVerizon$3.0M1.00%77,737CommonNONE
060505104BACBank of America$3.0M0.99%104,688CommonNONE
922908363VOOVanguard 500 Index ETF$3.0M0.98%7,853CommonNONE
064058100BKBank of NY Mellon$2.8M0.93%62,106CommonNONE
00724F101ADBEAdobe Systems$2.8M0.93%7,265CommonNONE
254687106DISWalt Disney$2.7M0.90%27,291CommonNONE
595017104MCHPMicrochip Technology$2.7M0.89%32,146CommonNONE
11135F101AVGOBroadcom$2.6M0.86%4,045CommonNONE
88579Y101MMM3M Company$2.6M0.85%24,478CommonNONE
38141G104GSGoldman Sachs$2.5M0.83%7,689CommonNONE
110122108BMYBristol-Myers Squibb$2.4M0.79%34,586CommonNONE
464287200IVViShares S&P 500$2.4M0.79%5,775CommonNONE
291011104EMREmerson Electric$2.2M0.74%25,597CommonNONE
G5960L103MDTMedtronic$2.1M0.70%26,070CommonNONE
654106103NKENike$2.0M0.67%16,618CommonNONE
844741108LUVSouthwest Airlines Co$1.9M0.63%58,971CommonNONE
717081103PFEPfizer$1.9M0.63%46,313CommonNONE
020002101ALLAllstate$1.6M0.55%14,872CommonNONE
922908769VTIVanguard Total Stock Market$1.6M0.54%7,949CommonNONE
88160R101TSLATesla Motors$1.5M0.51%7,459CommonNONE
101121101BXPBoston Properties$1.5M0.51%28,247CommonNONE
194162103CLColgate-Palmolive$1.3M0.44%17,645CommonNONE
023135106AMZNAmazon$1.3M0.43%12,721CommonNONE
872540109TJXTJX Companies$1.3M0.42%16,180CommonNONE
03027X100AMTAmerican Tower Corp REIT$1.1M0.37%5,545CommonNONE
02079K107GOOGAlphabet (Google) C$1.1M0.37%10,760CommonNONE
464287879IJSiShares Small Cap Value$1.1M0.35%11,289CommonNONE
46137V704PYZInvesco DWA Basic Mat Momentum$894,7300.30%10,525CommonNONE
46090E103QQQInvesco QQQ Trust$846,9340.28%2,639CommonNONE
24823R105DNLIDenali Therapeutics$840,6370.28%36,486CommonNONE
57686G105MATXMatson Inc.$832,5760.28%13,953CommonNONE
464287655IWMiShares Russell 2000$787,5080.26%4,414CommonNONE
46137V142PHOPowershares Water Resources$783,5510.26%14,687CommonNONE
002824100ABTAbbott Laboratories$750,3050.25%7,410CommonNONE
G1151C101ACNAccenture$743,1060.25%2,600CommonNONE
580135101MCDMc Donald's Corp$731,4600.24%2,616CommonNONE
149123101CATCaterpillar$730,0000.24%3,190CommonNONE
78462F103SPYS&P SPDR's$728,3050.24%1,779CommonNONE
084670702BRK/BBerkshire Hathaway Cl B$682,0730.23%2,209CommonNONE
464287101OEFiShares S&P 100 ETF$673,3440.22%3,600CommonNONE
58933Y105MRKMerck$650,9400.22%6,118CommonNONE
464287622IWBiShares Russell 1000$647,0860.21%2,873CommonNONE
461202103INTUIntuit Inc$637,5370.21%1,430CommonNONE
808524870SCHPSchwab US TIPS ETF$609,8140.20%11,375CommonNONE
369550108GDGeneral Dynamics$589,9230.20%2,585CommonNONE
902973304USBUS Bancorp$509,5670.17%14,135CommonNONE
20825C104COPConocoPhillips$487,1210.16%4,910CommonNONE
548661107LOWLowe's$480,9280.16%2,405CommonNONE
464287507IJHiShares S&P Midcap$469,3000.16%1,876CommonNONE
084670108BRK/ABerkshire Hathaway Cl A$465,6000.15%1CommonNONE
808513105SCHWCharles Schwab$447,6650.15%8,546CommonNONE
231021106CMICummins Inc$440,7340.15%1,845CommonNONE
40434L105HPQHP Inc.$407,1430.13%13,872CommonNONE
297178105ESSEssex Property$365,1940.12%1,746CommonNONE
14040H105COFCapital One Financial$354,7340.12%3,689CommonNONE
25243Q205DEODiageo$353,3010.12%1,950CommonNONE
68902V107OTISOtis Worldwide Corp$344,0990.11%4,077CommonNONE
637417106NNNNational Retail Properties$341,0590.11%7,725CommonNONE
053015103ADPAuto Data Processing$335,5030.11%1,507CommonNONE
931142103WMTWal-Mart$319,6210.11%2,168CommonNONE
191216100KOCoca Cola$310,2740.10%5,002CommonNONE
13005U101California Bancorp$299,9470.10%15,374CommonNONE
65339F101NEENextEra Energy$286,8150.09%3,721CommonNONE
458140100INTCIntel$281,0930.09%8,604CommonNONE
59522J103MAAMid America Apartment Co$272,0230.09%1,801CommonNONE
464287804IJRiShares S&P Small Cap$252,6870.08%2,613CommonNONE
09260D107BXBlackstone Group Inc$240,6820.08%2,740CommonNONE
81369Y506XLESPDR Energy Sector ETF$237,9920.08%2,873CommonNONE
91324P102UNHUnitedHealth Group$236,2950.08%500CommonNONE
030420103AWKAmerican Water Works$225,5950.07%1,540CommonNONE
78464A409SPYGSPDR S&P 500 Growth ETF$221,9360.07%4,009CommonNONE
808524797SCHDSchwab US Dividend$219,4500.07%3,000CommonNONE
559080106WEPMagellan Midstream Ptnrs, LP$217,0400.07%4,000CommonNONE
78467Y107MDYMid Cap SPDR's$210,8690.07%460CommonNONE
338307101FIVNFive9 Inc$208,5570.07%2,885CommonNONE
98138H101WDAYWorkday Inc$206,5400.07%1,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.