Vishria Bird Financial Group, LLC
Vishria Bird Financial Group, LLC is a US-based registered investment advisor that provides independent and unbiased financial planning and investment advice. The firm is described as a values-based financial planning company and is now part of Mercer Advisors, a large investment adviser headquartered in Denver, Colorado. Vishria Bird operates under the Mercer Advisors family, delivering investment-related services across various branch offices. Founded in 2018, Vishria Bird has approximately 7 employees and focuses on serving individual and institutional clients seeking financial planning, retirement, and investment management services.
Investment Strategy
Vishria Bird Financial Group emphasizes values-based, independent, and unbiased financial advice, tailored to individual client needs in areas such as planning, retirement, and investment management. The firm constructs diversified portfolios comprising U.S. large-cap, technology, ETFs, and fixed income holdings, reflecting an adaptive approach to asset allocation. Investment decisions focus on portfolio optimization and proactive management, shown by regular rebalancing and position adjustments across a broad array of stocks and ETFs, with a significant focus on technology, index funds, and risk management.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBDT | ISHARES TR | 13.03% | $66.5M | 2,604,008 | $25.52 | $25.52 | +$66.5M |
G GOOGL | ALPHABET INC | 5.77% | $29.4M | 121,008 | $135.85 | $243.10 | +$8.0M |
I IBMQ | ISHARES TR | 5.76% | $29.3M | 1,144,685 | $25.64 | $25.64 | +$28.9M |
A AAPL | APPLE INC | 4.84% | $24.7M | 96,839 | $80.98 | $254.63 | +$4.6M |
F FDX | FEDEX CORP | 4.75% | $24.2M | 102,647 | $233.84 | $235.81 | +$2.6M |