BROWN WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BROWN WEALTH MANAGEMENT, LLC | Institutional Filer | ▲ 2.42% | $389.3M | 116 |
Current Portfolio Holdings
Showing all 116 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 103K | $67.2M | 17.27% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 438K | $28.1M | 7.21% |
| 3 | BIV | VANGUARD BD INDEX FDS | — | 347K | $26.8M | 6.87% |
| 4 | VTV | VANGUARD INDEX FDS | — | 99K | $19.4M | 4.97% |
| 5 | VUG | VANGUARD INDEX FDS | — | 43K | $18.7M | 4.81% |
| 6 | MUB | ISHARES TR | — | 169K | $17.9M | 4.60% |
| 7 | SUB | ISHARES TR | — | 155K | $16.5M | 4.25% |
| 8 | PSTP | INNOVATOR ETFS TRUST | — | 313K | $10.8M | 2.77% |
| 9 | IDEV | ISHARES TR | — | 116K | $9.7M | 2.50% |
| 10 | SCHO | SCHWAB STRATEGIC TR | — | 397K | $9.6M | 2.48% |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | — | 168K | $9.1M | 2.34% |
| 12 | VWOB | VANGUARD WHITEHALL FDS | — | 125K | $8.2M | 2.11% |
| 13 | NOBL | PROSHARES TR | — | 62K | $6.6M | 1.70% |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | — | 136K | $6.6M | 1.68% |
| 15 | TLT | ISHARES TR | — | 75K | $6.5M | 1.67% |
Showing 1 to 15 of 116 holdings