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CONCENTRIC WEALTH MANAGEMENT, LLC

Q2 2023 · 13F-HR

CONCENTRIC WEALTH MANAGEMENT, LLCholdings as filed

Filed 2023-08-09 · accession 0001695345-23-000004

$314.4M
Reported value
118
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
025072877AVUVAvantis US Small Cap Value ETF$11.9M3.77%152,803CommonNONE
594918104MSFTMicrosoft$11.1M3.54%32,645CommonNONE
46432F842IEFAiShares Core MSCI EAFE$9.9M3.14%146,361CommonNONE
037833100AAPLApple$9.5M3.03%49,186CommonNONE
02079K305GOOGLAlphabet (Google) A$8.6M2.73%71,815CommonNONE
68389X105ORCLOracle$7.9M2.53%66,683CommonNONE
478160104JNJJohnson & Johnson$7.6M2.40%45,627CommonNONE
742718109PGProcter & Gamble$7.3M2.31%47,921CommonNONE
92826C839VVisa$7.2M2.29%30,372CommonNONE
46434G103IEMGiShares Core MSCI Emerging Markets$7.2M2.29%145,967CommonNONE
464288646IGSBiShares Short-Term Corp Bond ETF$6.5M2.06%128,942CommonNONE
921937827BSVVanguard Short-Term Bond Idx ETF$6.4M2.02%84,148CommonNONE
46625H100JPMJP Morgan Chase$6.2M1.97%42,582CommonNONE
713448108PEPPepsico$5.9M1.87%31,798CommonNONE
31428X106FDXFedEx$5.8M1.86%23,589CommonNONE
00287Y109ABBVAbbvie Inc$5.8M1.83%42,702CommonNONE
031162100AMGNAmgen$5.6M1.78%25,196CommonNONE
75513E101RTXRaytheon Technologies Co$5.5M1.74%55,804CommonNONE
166764100CVXChevron$5.2M1.66%33,206CommonNONE
922908553VNQVanguard REIT$5.2M1.66%62,301CommonNONE
922042858VWOVanguard Emerging Markets$5.2M1.66%127,947CommonNONE
863667101SYKStryker$5.0M1.60%16,469CommonNONE
87612E106TGTTarget$4.7M1.48%35,277CommonNONE
50540R409LSILab Corp of America$4.5M1.42%18,547CommonNONE
22160K105COSTCostco$4.2M1.34%7,810CommonNONE
464287721IYWiShares Dow Jones US Tech Sector$4.2M1.33%38,387CommonNONE
025816109AXPAmerican Express$4.2M1.32%23,885CommonNONE
253868103DLRDigital Realty Trust$4.0M1.27%35,169CommonNONE
30231G102XOMExxon Mobil$3.9M1.24%36,477CommonNONE
57636Q104MAMastercard Inc$3.9M1.24%9,907CommonNONE
907818108UNPUnion Pacific$3.9M1.23%18,933CommonNONE
053484101AVBAvalonbay Community$3.9M1.23%20,396CommonNONE
126650100CVSCVS Health$3.8M1.22%55,619CommonNONE
17275R102CSCOCisco Systems$3.8M1.22%74,233CommonNONE
949746101WMT2Wells Fargo$3.8M1.22%89,909CommonNONE
756109104ORealty Income Corp$3.8M1.20%63,254CommonNONE
00724F101ADBEAdobe Systems$3.6M1.14%7,321CommonNONE
11135F101AVGOBroadcom$3.5M1.11%4,034CommonNONE
828806109SPGSimon Property Group$3.3M1.06%28,870CommonNONE
437076102HDHome Depot$3.3M1.05%10,659CommonNONE
464287465EFAiShares MSCI EAFE$3.3M1.05%45,412CommonNONE
780259305SHELShell PLC$3.3M1.05%54,516CommonNONE
74460D109PSAPublic Storage$3.2M1.00%10,794CommonNONE
060505104BACBank of America$3.1M0.99%108,808CommonNONE
922908363VOOVanguard 500 Index ETF$3.1M0.99%7,605CommonNONE
595017104MCHPMicrochip Technology$2.9M0.92%32,367CommonNONE
92343V104VZVerizon$2.8M0.90%76,245CommonNONE
064058100BKBank of NY Mellon$2.8M0.88%62,311CommonNONE
88579Y101MMM3M Company$2.6M0.83%26,180CommonNONE
464287200IVViShares S&P 500$2.5M0.81%5,699CommonNONE
254687106DISWalt Disney$2.5M0.80%28,025CommonNONE
38141G104GSGoldman Sachs$2.4M0.77%7,540CommonNONE
00206R102TAT&T$2.4M0.77%152,181CommonNONE
464287630IWNiShares Russell 2000 Value$2.4M0.75%16,806CommonNONE
291011104EMREmerson Electric$2.3M0.75%25,987CommonNONE
G5960L103MDTMedtronic$2.3M0.74%26,298CommonNONE
110122108BMYBristol-Myers Squibb$2.3M0.73%35,823CommonNONE
844741108LUVSouthwest Airlines Co$2.1M0.67%58,343CommonNONE
922908769VTIVanguard Total Stock Market$1.7M0.54%7,732CommonNONE
654106103NKENike$1.7M0.53%15,154CommonNONE
020002101ALLAllstate$1.7M0.53%15,212CommonNONE
88160R101TSLATesla Motors$1.6M0.52%6,208CommonNONE
717081103PFEPfizer$1.6M0.51%43,982CommonNONE
023135106AMZNAmazon$1.5M0.49%11,759CommonNONE
194162103CLColgate-Palmolive$1.3M0.43%17,485CommonNONE
872540109TJXTJX Companies$1.2M0.40%14,709CommonNONE
02079K107GOOGAlphabet (Google) C$1.2M0.38%9,990CommonNONE
57686G105MATXMatson Inc.$1.1M0.34%13,953CommonNONE
24823R105DNLIDenali Therapeutics$1.1M0.34%36,486CommonNONE
03027X100AMTAmerican Tower Corp REIT$1.1M0.34%5,470CommonNONE
464287622IWBiShares Russell 1000$958,8730.30%3,934CommonNONE
46137V704PYZInvesco DWA Basic Mat Momentum$893,8400.28%10,425CommonNONE
46090E103QQQInvesco QQQ Trust$892,1490.28%2,415CommonNONE
464287879IJSiShares Small Cap Value$867,0820.28%9,119CommonNONE
G1151C101ACNAccenture$802,3080.26%2,600CommonNONE
149123101CATCaterpillar$772,5970.25%3,140CommonNONE
78462F103SPYS&P SPDR's$766,4310.24%1,729CommonNONE
084670702BRK/BBerkshire Hathaway Cl B$757,0200.24%2,220CommonNONE
002824100ABTAbbott Laboratories$756,0290.24%6,935CommonNONE
580135101MCDMc Donald's Corp$750,8000.24%2,516CommonNONE
464287101OEFiShares S&P 100 ETF$745,4160.24%3,600CommonNONE
46137V142PHOPowershares Water Resources$711,3030.23%12,614CommonNONE
58933Y105MRKMerck$679,5280.22%5,889CommonNONE
464287655IWMiShares Russell 2000$639,1860.20%3,413CommonNONE
461202103INTUIntuit Inc$609,3930.19%1,330CommonNONE
369550108GDGeneral Dynamics$556,1630.18%2,585CommonNONE
101121101BXPBoston Properties$556,0310.18%9,655CommonNONE
084670108BRK/ABerkshire Hathaway Cl A$517,8100.16%1CommonNONE
548661107LOWLowe's$497,6690.16%2,205CommonNONE
808513105SCHWCharles Schwab$486,3690.15%8,581CommonNONE
20825C104COPConocoPhillips$449,1490.14%4,335CommonNONE
297178105ESSEssex Property$413,2090.13%1,764CommonNONE
464287507IJHiShares S&P Midcap$400,3260.13%1,531CommonNONE
14040H105COFCapital One Financial$393,6230.13%3,599CommonNONE
40434L105HPQHP Inc.$385,6250.12%12,557CommonNONE
231021106CMICummins Inc$384,9010.12%1,570CommonNONE
808524870SCHPSchwab US TIPS ETF$356,5240.11%6,800CommonNONE
68902V107OTISOtis Worldwide Corp$349,5420.11%3,927CommonNONE
25243Q205DEODiageo$338,2860.11%1,950CommonNONE
931142103WMTWal-Mart$336,5410.11%2,141CommonNONE
053015103ADPAuto Data Processing$331,2240.11%1,507CommonNONE
637417106NNNNational Retail Properties$330,5530.11%7,725CommonNONE
191216100KOCoca Cola$301,2200.10%5,002CommonNONE
902973304USBUS Bancorp$289,4300.09%8,760CommonNONE
59522J103MAAMid America Apartment Co$273,5000.09%1,801CommonNONE
458140100INTCIntel$253,0400.08%7,567CommonNONE
65339F101NEENextEra Energy$251,9830.08%3,396CommonNONE
559080106WEPMagellan Midstream Ptnrs, LP$249,2800.08%4,000CommonNONE
91324P102UNHUnitedHealth Group$240,3200.08%500CommonNONE
338307101FIVNFive9 Inc$237,8680.08%2,885CommonNONE
13005U101California Bancorp$230,6100.07%15,374CommonNONE
98138H101WDAYWorkday Inc$225,8900.07%1,000CommonNONE
364760108GAPGap Inc$225,3500.07%25,235CommonNONE
78467Y107MDYMid Cap SPDR's$220,2990.07%460CommonNONE
808524797SCHDSchwab US Dividend$218,9850.07%3,015CommonNONE
64110L106NFLXNetflix$210,9950.07%479CommonNONE
09260D107BXBlackstone Group Inc$205,9290.07%2,215CommonNONE
78464A409SPYGSPDR S&P 500 Growth ETF$201,9460.06%3,310CommonNONE

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.