BROWN WEALTH MANAGEMENT, LLC
CIK 1987005 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- VEA11.91%
- SCHX10.39%
- BND7.40%
- SUB5.49%
- MUB4.50%
- POCT3.82%
- VUG3.63%
- VTV3.48%
- QUAL3.44%
- IDEV3.28%
Share classes counted separately57.34%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $26.91M | 11.91% | 561.73K shares | — | ↗▾ | |
| 02 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $23.48M | 10.39% | 416.24K shares | — | ↗▾ | |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $16.72M | 7.40% | 227.33K shares | — | ↗▾ | |
| 04 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $12.40M | 5.49% | 117.58K shares | — | ↗▾ | |
| 05 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $10.16M | 4.50% | 93.71K shares | — | ↗▾ | |
| 06 | POCTINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $8.64M | 3.82% | 239.30K shares | — | ↗▾ | |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $8.21M | 3.63% | 26.41K shares | — | ↗▾ | |
| 08 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $7.87M | 3.48% | 52.64K shares | — | ↗▾ | |
| 09 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $7.77M | 3.44% | 52.80K shares | — | ↗▾ | |
| 10 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $7.41M | 3.28% | 116.34K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LGLV SPDR US LC LOW VOL IDX | Non-derivative | — | — | SEC filing ↗ | |
| MLN VANECK LONG MUNI ETF | Non-derivative | — | — | SEC filing ↗ | |
| VOO VANGUARD S&P 500 ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1987005 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 225994938
}Research all 89 reported holdings.
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