Morton Brown Family Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MB Morton Brown Family Wealth, LLC | Institutional Filer | ▲ 3.04% | $378.4M | 292 |
Current Portfolio Holdings
Showing all 292 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | — | 4.0M | $100.8M | 26.65% |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | — | 465K | $37.5M | 9.91% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 508K | $32.5M | 8.59% |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | — | 233K | $25.7M | 6.79% |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | — | 241K | $24.1M | 6.37% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | — | 175K | $18.6M | 4.92% |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | — | 702K | $17.5M | 4.62% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 22K | $14.4M | 3.82% |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 163K | $13.5M | 3.56% |
| 10 | REET | ISHARES GLOBAL REIT ETF | — | 491K | $12.3M | 3.26% |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | — | 236K | $11.4M | 3.00% |
| 12 | MUNI | PIMCO INTERMED MUNI BOND | — | 181K | $9.4M | 2.49% |
| 13 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | — | 55K | $5.9M | 1.55% |
| 14 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 70K | $5.5M | 1.46% |
| 15 | EFA | ISHARES MSCI EAFE ETF | — | 34K | $3.3M | 0.87% |
Showing 1 to 15 of 292 holdings