PRESILIUM PRIVATE WEALTH, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in PRESILIUM PRIVATE WEALTH, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 13.25% | 75.141 M $ | 382983 | 2022/12/31 | 1.978 M $ | 2.73 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 12.39% | 70.258 M $ | 160851 | 2022/12/31 | -7.323 M $ | -10.47 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 10.42% | 59.094 M $ | 1009460 | 2023/03/31 | -180.338 K $ | -0.32 % |
| 2026/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 9.28% | 52.639 M $ | 638590 | 2022/12/31 | -709.921 K $ | -1.41 % |
| 2026/03/31 | BSV | VANGUARD INDEX FDS | 7.60% | 43.130 M $ | 550056 | 2022/12/31 | -209.737 K $ | -0.51 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 6.76% | 38.330 M $ | 709153 | 2022/12/31 | 194.692 K $ | 0.54 % |
| 2026/03/31 | VPL | VANGUARD INTL EQUITY INDEX F | 4.88% | 27.701 M $ | 283440 | 2022/12/31 | 2.128 M $ | 8.11 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 4.77% | 27.069 M $ | 146890 | 2022/12/31 | 1.007 M $ | 3.90 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 4.74% | 26.868 M $ | 104402 | 2022/12/31 | -2.038 M $ | -7.81 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 4.35% | 24.676 M $ | 278196 | 2022/12/31 | 56.081 K $ | 0.24 % |
| 2026/03/31 | IGSB | ISHARES TR | 3.37% | 19.126 M $ | 363881 | 2022/12/31 | -110.209 K $ | -0.61 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 3.03% | 17.203 M $ | 79186 | 2022/12/31 | 419.699 K $ | 2.58 % |
| 2026/03/31 | VBK | VANGUARD INDEX FDS | 2.92% | 16.553 M $ | 54767 | 2022/12/31 | 7.332 K $ | 0.05 % |
| 2026/03/31 | VSS | VANGUARD INTL EQUITY INDEX F | 1.82% | 10.328 M $ | 70841 | 2022/12/31 | 167.695 K $ | 1.72 % |
| 2026/03/31 | MUB | ISHARES TR | 1.09% | 6.200 M $ | 58409 | 2022/12/31 | -53.188 K $ | -0.90 % |
| 2026/03/31 | SUB | ISHARES TR | 0.99% | 5.631 M $ | 52874 | 2022/12/31 | -10.074 K $ | -0.19 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.62% | 3.532 M $ | 20820 | 2022/12/31 | 1.015 M $ | 40.98 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 0.53% | 2.990 M $ | 37722 | 2023/06/30 | -21.442 K $ | -0.58 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.40% | 2.248 M $ | 16255 | 2022/12/31 | -44.725 K $ | -1.94 % |
| 2026/03/31 | IPAC | ISHARES TR | 0.39% | 2.192 M $ | 28655 | 2022/12/31 | 93.271 K $ | 4.51 % |
| 2026/03/31 | IUSG | ISHARES TR | 0.29% | 1.669 M $ | 10762 | 2022/12/31 | -122.770 K $ | -7.64 % |
| 2026/03/31 | AAPL | APPLE INC | 0.27% | 1.547 M $ | 6094 | 2022/12/31 | -106.721 K $ | -6.65 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.25% | 1.418 M $ | 10703 | 2022/12/31 | 9.477 K $ | 0.69 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 0.24% | 1.374 M $ | 27541 | 2023/12/31 | -10.233 K $ | -0.80 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.23% | 1.313 M $ | 3546 | 2022/12/31 | -385.276 K $ | -23.46 % |
| 2026/03/31 | IWF | ISHARES TR | 0.19% | 1.075 M $ | 2520 | 2023/06/30 | -118.188 K $ | -9.91 % |
| 2026/03/31 | SHY | ISHARES TR | 0.19% | 1.056 M $ | 12791 | 2023/12/31 | -3.436 K $ | -0.30 % |
| 2026/03/31 | PG | PROCTER AND GAMBLE CO | 0.18% | 1.043 M $ | 7224 | 2022/12/31 | 8.119 K $ | 0.79 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.18% | 1.040 M $ | 11489 | 2023/03/31 | 12.130 K $ | 1.20 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.18% | 1.027 M $ | 3580 | 2022/12/31 | -94.774 K $ | -8.59 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.18% | 1.021 M $ | 4902 | 2022/12/31 | -102.128 K $ | -9.77 % |
| 2026/03/31 | ESGD | ISHARES TR | 0.18% | 1.019 M $ | 10652 | 2022/12/31 | 5.647 K $ | 0.56 % |
| 2026/03/31 | ESGU | ISHARES TR | 0.17% | 989.374 K $ | 6996 | 2022/12/31 | -51.506 K $ | -5.07 % |
| 2026/03/31 | ESGV | VANGUARD WORLD FD | 0.17% | 985.057 K $ | 8774 | 2022/12/31 | -72.865 K $ | -7.18 % |
| 2026/03/31 | VRTX | VERTEX PHARMACEUTICALS INC | 0.17% | 954.256 K $ | 2137 | 2024/06/30 | -14.506 K $ | -1.50 % |
| 2026/03/31 | L | LOEWS CORP | 0.16% | 905.475 K $ | 8483 | 2022/12/31 | 12.130 K $ | 1.36 % |
| 2026/03/31 | IEUR | ISHARES TR | 0.16% | 901.626 K $ | 12831 | 2022/12/31 | -8.413 K $ | -1.00 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.15% | 835.972 K $ | 1399 | 2022/12/31 | -57.947 K $ | -4.72 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.15% | 833.409 K $ | 2898 | 2022/12/31 | -71.333 K $ | -8.13 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.14% | 767.954 K $ | 2706 | 2025/06/30 | -65.429 K $ | -7.88 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.13% | 726.138 K $ | 4164 | 2024/03/31 | -44.927 K $ | -6.49 % |
| 2026/03/31 | NVS | NOVARTIS AG | 0.12% | 703.457 K $ | 4605 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SUSB | ISHARES TR | 0.12% | 662.292 K $ | 26423 | 2023/09/30 | -4.577 K $ | -0.67 % |
| 2026/03/31 | USRT | ISHARES TR | 0.12% | 655.837 K $ | 11080 | 2023/12/31 | 24.092 K $ | 3.92 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.12% | 653.060 K $ | 748 | 2025/06/30 | 163.400 K $ | 33.56 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.11% | 641.185 K $ | 7523 | 2022/12/31 | 62.242 K $ | 7.86 % |
| 2026/03/31 | EAGG | ISHARES TR | 0.10% | 585.578 K $ | 12315 | 2023/09/30 | -3.674 K $ | -0.63 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.10% | 545.483 K $ | 953 | 2023/03/31 | -79.603 K $ | -13.33 % |
| 2026/03/31 | IUSV | ISHARES TR | 0.10% | 543.813 K $ | 5318 | 2022/12/31 | -1.529 K $ | -0.28 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.09% | 526.185 K $ | 5459 | 2022/12/31 | -94.653 K $ | -15.29 % |
| 2026/03/31 | IVV | ISHARES TR | 0.08% | 479.663 K $ | 734 | 2025/09/30 | -16.785 K $ | -4.63 % |
| 2026/03/31 | ESML | ISHARES TR | 0.08% | 475.513 K $ | 10113 | 2023/09/30 | 10.726 K $ | 2.26 % |
| 2026/03/31 | V | VISA INC | 0.08% | 475.424 K $ | 1573 | 2022/12/31 | -75.080 K $ | -13.82 % |
| 2026/03/31 | ESGE | ISHARES INC | 0.08% | 472.797 K $ | 10398 | 2023/09/30 | 14.067 K $ | 2.94 % |
| 2026/03/31 | SPY | SPDR S&P 500 ETF TR | 0.08% | 458.490 K $ | 705 | 2023/06/30 | -22.263 K $ | -4.63 % |
| 2026/03/31 | NKE | NIKE INC | 0.08% | 448.074 K $ | 8483 | 2022/12/31 | -92.543 K $ | -17.09 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.08% | 444.066 K $ | 1832 | 2024/06/30 | -98.490 K $ | -18.17 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.08% | 427.324 K $ | 1987 | 2022/12/31 | -9.652 K $ | -2.15 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.07% | 405.853 K $ | 3374 | 2022/12/31 | 69.874 K $ | 14.28 % |
| 2026/03/31 | HLNE | HAMILTON LANE INC | 0.07% | 403.377 K $ | 4058 | 2025/09/30 | -141.664 K $ | -25.99 % |
| 2026/03/31 | IJH | ISHARES TR | 0.07% | 382.300 K $ | 5661 | 2022/12/31 | 8.506 K $ | 2.32 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.06% | 316.292 K $ | 4535 | 2022/12/31 | 9.953 K $ | 3.76 % |
| 2026/03/31 | IVW | ISHARES TR | 0.06% | 315.351 K $ | 2788 | 2024/06/30 | -28.298 K $ | -8.23 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.05% | 296.988 K $ | 903 | 2023/12/31 | -13.536 K $ | -4.42 % |
| 2026/03/31 | IJR | ISHARES TR | 0.05% | 288.292 K $ | 2319 | 2025/09/30 | 7.983 K $ | 3.44 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.05% | 261.818 K $ | 1584 | 2024/09/30 | 7.775 K $ | 3.08 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.05% | 259.375 K $ | 282 | 2025/06/30 | -40.741 K $ | -14.41 % |
| 2026/03/31 | WMT | WALMART INC | 0.04% | 239.200 K $ | 1925 | 2025/06/30 | 24.156 K $ | 11.55 % |
| 2026/03/31 | CI | THE CIGNA GROUP | 0.04% | 233.940 K $ | 877 | 2024/09/30 | -7.479 K $ | -3.08 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.04% | 221.695 K $ | 1507 | 2023/06/30 | -70.504 K $ | -24.52 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.04% | 219.188 K $ | 1480 | 2023/12/31 | 7.236 K $ | 3.19 % |
| 2026/03/31 | TROW | PRICE T ROWE GROUP INC | 0.04% | 217.418 K $ | 2412 | 2022/12/31 | -29.657 K $ | -11.96 % |
| 2026/03/31 | RDY | DR REDDYS LABS LTD | 0.04% | 210.880 K $ | 15226 | 2025/12/31 | -2.891 K $ | -1.35 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.04% | 204.388 K $ | 475 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QBTS | D-WAVE QUANTUM INC | 0.03% | 153.779 K $ | 10657 | 2025/09/30 | -116.848 K $ | -44.82 % |
| 2026/03/31 | PFE | PFIZER INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IYW | ISHARES TR | 0.00% | 0.000 $ | 0 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |