Bravera Wealth 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
BW
Bravera Wealth
Institutional Filer$421.7M513

Current Portfolio Holdings

Showing top 893 reported positions by value (Total positions in database: 513)

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1VOOVanguard 500 Index ETF70K$44.1M10.46%
2VOOVanguard 500 Index ETF74K$44.0M10.43%
3SCHGSchwab U.S. Large-Cap Growth ETF342K$10.0M2.37%
4VTVVanguard Value Index ETF49K$9.7M2.29%
5SCHGSchwab U.S. Large-Cap Growth ETF294K$9.6M2.28%
6FENIFidelity Enhanced International ETF202K$7.5M1.79%
7VTVVanguard Value Index ETF39K$7.4M1.77%
8MSFTMicrosoft CorporationTechnology15K$7.4M1.76%
9FSMDFidelity SMID Multifactor ETF150K$6.7M1.59%
10FENIFidelity Enhanced International ETF179K$6.5M1.55%
11SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF145K$5.7M1.35%
12AVUVAvantis U.S. Small Cap Value ETF50K$5.5M1.31%
13FSMDFidelity SMID Multifactor ETF125K$5.5M1.31%
14MSFTMicrosoft CorporationTechnology15K$5.5M1.31%
15RDVYFirst Trust Rising Dividend Achievers ETF79K$5.4M1.27%
Showing 1 to 15 of 893 holdings