Dowling & Yahnke LLC

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Assets, Funds, Holdings

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CAFR Data
Dowling & Yahnke LLC
CRD #107672
SEC #801-29274
CIK #1133197
AUM $4.7 BB (100% Disc, 100% US, 2020-03-31)
Employees44 (48% Investors, 0% Brokers)
Phone858-509-9500
Address12265 El Camino Real
San Diego, CA 92130
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
KO 197,950.0 40.0
IONS 7,810.0 39.4
RS 5,990.0 36.8
VWOB 36.0
LANC 4,080.0 25.5
QCOM 87,770.0 19.9
MSFT 1,376,930.0 17.6
VPU 14.6
UNH 279,670.0 14.2
JNJ 381,110.0 13.3
View All
Holdings by Sector ($)
1.10.90.70.40.20.02014201620182020
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