Watermark Asset Management Inc

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Assets, Funds, Holdings

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Watermark Asset Management Inc
CRD #108407
SEC #801-57796
CIK #0001706457
AUM$408.1 MM
Employees10
Phone925-648-4730
Address2010 Crow Canyon Place Ste 210
San Ramon, CA 94583
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 45.8
AGG 37.6
VEA 21.8
IJH 13.9
SCHB 12.1
VWO 10.2
IJR 9.8
VTI 8.9
SCHZ 6.2
SCHF 5.9
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Holdings by Sector ($BB)