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CONCENTRIC WEALTH MANAGEMENT, LLC

Q3 2023 · 13F-HR

CONCENTRIC WEALTH MANAGEMENT, LLCholdings as filed

Filed 2023-11-09 · accession 0001695345-23-000005

$303.6M
Reported value
117
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
025072877AVUVAvantis US Small Cap Value ETF$12.2M4.03%157,077CommonNONE
594918104MSFTMicrosoft$10.2M3.37%32,410CommonNONE
02079K305GOOGLAlphabet (Google) A$9.6M3.17%73,494CommonNONE
46432F842IEFAiShares Core MSCI EAFE$9.5M3.14%148,026CommonNONE
037833100AAPLApple$8.4M2.76%48,863CommonNONE
478160104JNJJohnson & Johnson$7.1M2.35%45,875CommonNONE
46434G103IEMGiShares Core MSCI Emerging Markets$7.1M2.35%149,693CommonNONE
68389X105ORCLOracle$7.0M2.31%66,227CommonNONE
742718109PGProcter & Gamble$7.0M2.30%47,960CommonNONE
92826C839VVisa$7.0M2.29%30,237CommonNONE
031162100AMGNAmgen$6.8M2.26%25,476CommonNONE
00287Y109ABBVAbbvie Inc$6.4M2.12%43,147CommonNONE
46625H100JPMJP Morgan Chase$6.2M2.03%42,524CommonNONE
31428X106FDXFedEx$6.2M2.03%23,223CommonNONE
166764100CVXChevron$5.6M1.85%33,277CommonNONE
464288646IGSBiShares Short-Term Corp Bond ETF$5.6M1.83%111,562CommonNONE
921937827BSVVanguard Short-Term Bond Idx ETF$5.5M1.82%73,553CommonNONE
713448108PEPPepsico$5.4M1.79%31,998CommonNONE
922042858VWOVanguard Emerging Markets$5.1M1.69%131,021CommonNONE
922908553VNQVanguard REIT$4.8M1.59%63,764CommonNONE
863667101SYKStryker$4.5M1.48%16,464CommonNONE
22160K105COSTCostco$4.4M1.44%7,713CommonNONE
30231G102XOMExxon Mobil$4.3M1.42%36,662CommonNONE
253868103DLRDigital Realty Trust$4.3M1.42%35,526CommonNONE
87612E106TGTTarget$4.1M1.34%36,680CommonNONE
75513E101RTXRaytheon Technologies Co$4.0M1.33%56,130CommonNONE
464287721IYWiShares Dow Jones US Tech Sector$4.0M1.33%38,352CommonNONE
126650100CVSCVS Health$4.0M1.32%57,191CommonNONE
17275R102CSCOCisco Systems$4.0M1.31%74,033CommonNONE
57636Q104MAMastercard Inc$3.9M1.29%9,854CommonNONE
907818108UNPUnion Pacific$3.9M1.27%18,973CommonNONE
50540R409LSILab Corp of America$3.8M1.24%18,768CommonNONE
00724F101ADBEAdobe Systems$3.7M1.23%7,311CommonNONE
949746101WMT2Wells Fargo$3.7M1.21%90,200CommonNONE
053484101AVBAvalonbay Community$3.6M1.18%20,822CommonNONE
025816109AXPAmerican Express$3.6M1.17%23,879CommonNONE
780259305SHELShell PLC$3.5M1.16%54,586CommonNONE
11135F101AVGOBroadcom$3.3M1.10%4,024CommonNONE
437076102HDHome Depot$3.2M1.06%10,663CommonNONE
464287465EFAiShares MSCI EAFE$3.2M1.06%46,487CommonNONE
756109104ORealty Income Corp$3.2M1.05%63,857CommonNONE
828806109SPGSimon Property Group$3.2M1.04%29,202CommonNONE
060505104BACBank of America$3.0M1.00%110,473CommonNONE
922908363VOOVanguard 500 Index ETF$3.0M0.99%7,635CommonNONE
74460D109PSAPublic Storage$2.9M0.95%10,892CommonNONE
064058100BKBank of NY Mellon$2.7M0.88%62,321CommonNONE
88579Y101MMM3M Company$2.6M0.85%27,494CommonNONE
595017104MCHPMicrochip Technology$2.6M0.84%32,777CommonNONE
291011104EMREmerson Electric$2.5M0.83%26,102CommonNONE
92343V104VZVerizon$2.5M0.83%77,375CommonNONE
464287200IVViShares S&P 500$2.5M0.81%5,713CommonNONE
38141G104GSGoldman Sachs$2.4M0.81%7,568CommonNONE
254687106DISWalt Disney$2.3M0.76%28,481CommonNONE
464287630IWNiShares Russell 2000 Value$2.3M0.75%16,796CommonNONE
00206R102TAT&T$2.3M0.75%150,611CommonNONE
110122108BMYBristol-Myers Squibb$2.1M0.70%36,593CommonNONE
G5960L103MDTMedtronic$2.1M0.68%26,413CommonNONE
023135106AMZNAmazon$1.8M0.58%13,854CommonNONE
922908769VTIVanguard Total Stock Market$1.6M0.54%7,742CommonNONE
020002101ALLAllstate$1.6M0.54%14,731CommonNONE
88160R101TSLATesla Motors$1.6M0.53%6,458CommonNONE
844741108LUVSouthwest Airlines Co$1.6M0.53%59,481CommonNONE
654106103NKENike$1.4M0.47%15,054CommonNONE
717081103PFEPfizer$1.4M0.47%42,932CommonNONE
02079K107GOOGAlphabet (Google) C$1.3M0.43%9,990CommonNONE
872540109TJXTJX Companies$1.3M0.43%14,709CommonNONE
194162103CLColgate-Palmolive$1.2M0.41%17,485CommonNONE
57686G105MATXMatson Inc.$1.2M0.41%13,953CommonNONE
464287622IWBiShares Russell 1000$924,1360.30%3,934CommonNONE
03027X100AMTAmerican Tower Corp REIT$899,5420.30%5,470CommonNONE
46090E103QQQInvesco QQQ Trust$865,2220.28%2,415CommonNONE
149123101CATCaterpillar$859,9500.28%3,150CommonNONE
46436E718SGOViShares 0-3 Month Treasury Bond ETF$835,5610.28%8,300CommonNONE
46137V704PYZInvesco DWA Basic Mat Momentum$818,9310.27%10,425CommonNONE
464287879IJSiShares Small Cap Value$807,9240.27%9,055CommonNONE
G1151C101ACNAccenture$798,4860.26%2,600CommonNONE
084670702BRK/BBerkshire Hathaway Cl B$796,5820.26%2,274CommonNONE
24823R105DNLIDenali Therapeutics$752,7060.25%36,486CommonNONE
464287101OEFiShares S&P 100 ETF$722,3040.24%3,600CommonNONE
78462F103SPYS&P SPDR's$696,3650.23%1,629CommonNONE
002824100ABTAbbott Laboratories$671,1570.22%6,930CommonNONE
46137V142PHOPowershares Water Resources$670,8130.22%12,614CommonNONE
580135101MCDMc Donald's Corp$662,8150.22%2,516CommonNONE
58933Y105MRKMerck$603,4450.20%5,862CommonNONE
461202103INTUIntuit Inc$577,3620.19%1,130CommonNONE
369550108GDGeneral Dynamics$568,9980.19%2,575CommonNONE
084990175Berkshire Hathaway Cl A$531,4770.18%1CommonNONE
20825C104COPConocoPhillips$515,1400.17%4,300CommonNONE
808513105SCHWCharles Schwab$463,0890.15%8,435CommonNONE
101121101BXPBoston Properties$460,9110.15%7,749CommonNONE
548661107LOWLowe's$458,2870.15%2,205CommonNONE
464287655IWMiShares Russell 2000$386,3850.13%2,186CommonNONE
464287507IJHiShares S&P Midcap$381,7550.13%1,531CommonNONE
297178105ESSEssex Property$377,1980.12%1,778CommonNONE
053015103ADPAuto Data Processing$362,5540.12%1,507CommonNONE
231021106CMICummins Inc$352,9710.12%1,545CommonNONE
931142103WMTWal-Mart$342,4660.11%2,141CommonNONE
464287887IJTiShares S&P Small Cap Growth$337,8140.11%3,080CommonNONE
14040H105COFCapital One Financial$333,2700.11%3,434CommonNONE
13005U101California Bancorp$309,0170.10%15,374CommonNONE
40434L105HPQHP Inc.$308,4510.10%12,002CommonNONE
808524870SCHPSchwab US TIPS ETF$297,8910.10%5,900CommonNONE
902973304USBUS Bancorp$291,2590.10%8,810CommonNONE
25243Q205DEODiageo$290,9010.10%1,950CommonNONE
191216100KOCoca Cola$280,0120.09%5,002CommonNONE
64110L106NFLXNetflix$277,1580.09%734CommonNONE
68902V107OTISOtis Worldwide Corp$273,2150.09%3,402CommonNONE
637417106NNNNational Retail Properties$273,0020.09%7,725CommonNONE
458140100INTCIntel$269,0070.09%7,567CommonNONE
91324P102UNHUnitedHealth Group$252,0950.08%500CommonNONE
364760108GAPGap Inc$247,2030.08%23,255CommonNONE
09260D107BXBlackstone Group Inc$237,3150.08%2,215CommonNONE
59522J103MAAMid America Apartment Co$231,6990.08%1,801CommonNONE
81369Y506XLESPDR Energy Sector ETF$221,7090.07%2,453CommonNONE
808524797SCHDSchwab US Dividend$214,5040.07%3,031CommonNONE
78467Y107MDYMid Cap SPDR's$210,0540.07%460CommonNONE
14019W109CGXUCapital Group International Focus Eq ETF$206,5300.07%9,500CommonNONE

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.