$616 Million is the total value of Braver Wealth Management, LLC's 145 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 43.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TR | $87,435,000 | +26.3% | 388,619 | +22.1% | 14.20% | +22.4% |
| IJH | Buy | ISHARES TR | $28,534,000 | +26.2% | 172,579 | +18.1% | 4.63% | +22.3% |
| IEFA | Sell | ISHARES TR | $24,386,000 | -7.1% | 454,717 | -4.5% | 3.96% | -10.0% |
| SPY | Sell | SPDR S&P 500 ETF TR | $23,170,000 | -1.2% | 103,655 | -4.4% | 3.76% | -4.3% |
| KBE | Buy | SPDR SERIES TRUST | $17,720,000 | +250.1% | 407,640 | +168.8% | 2.88% | +239.3% |
| XLF | Buy | SELECT SECTOR SPDR TR | $17,587,000 | +6413.7% | 756,441 | +5302.8% | 2.86% | +6246.7% |
| SMH | Sell | VANECK VECTORS ETF TR | $13,385,000 | -0.2% | 186,838 | -3.2% | 2.17% | -3.2% |
| LQD | Buy | ISHARES TR | $12,556,000 | +2.8% | 107,148 | +8.0% | 2.04% | -0.4% |
| IEMG | Sell | ISHARES INC | $11,740,000 | -25.4% | 276,554 | -19.9% | 1.91% | -27.7% |
| HYG | Buy | ISHARES TR | $11,548,000 | +161.9% | 133,427 | +164.1% | 1.88% | +153.7% |
| IJR | Sell | ISHARES TR | $11,242,000 | +2.6% | 81,749 | -7.4% | 1.83% | -0.5% |
| BOND | Sell | PIMCO ETF TR | $9,745,000 | -11.2% | 93,587 | -7.9% | 1.58% | -13.9% |
| AAPL | New | APPLE INC | $9,714,000 | – | 83,873 | +100.0% | 1.58% | – |
| TOTL | Sell | SSGA ACTIVE ETF TR | $9,493,000 | -7.1% | 196,187 | -3.7% | 1.54% | -10.0% |
| AGG | Sell | ISHARES TR | $8,696,000 | -48.1% | 80,474 | -46.0% | 1.41% | -49.7% |
| VYM | Sell | VANGUARD WHITEHALL FDS INC | $7,570,000 | +3.0% | 99,912 | -1.9% | 1.23% | -0.2% |
| IWN | Sell | ISHARES TR | $6,931,000 | +7.5% | 58,271 | -5.3% | 1.12% | +4.2% |
| XOM | Buy | EXXON MOBIL CORP | $6,928,000 | +7.2% | 76,759 | +3.6% | 1.12% | +3.9% |
| XLE | New | SELECT SECTOR SPDR TR | $6,728,000 | – | 89,324 | +100.0% | 1.09% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $6,519,000 | +30.9% | 75,543 | +1.0% | 1.06% | +27.0% |
| REM | New | ISHARES TR | $6,467,000 | – | 153,748 | +100.0% | 1.05% | – |
| AMLP | New | ALPS ETF TR | $6,404,000 | – | 508,250 | +100.0% | 1.04% | – |
| ABBV | Buy | ABBVIE INC | $6,362,000 | +0.7% | 101,589 | +1.4% | 1.03% | -2.5% |
| MSFT | Buy | MICROSOFT CORP | $6,246,000 | +9.5% | 100,521 | +1.5% | 1.01% | +6.2% |
| DXJ | Sell | WISDOMTREE TR | $6,124,000 | +6.4% | 123,621 | -7.8% | 0.99% | +3.1% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDS | $6,075,000 | -12.6% | 67,993 | -6.4% | 0.99% | -15.4% |
| HYS | Sell | PIMCO ETF TR | $5,995,000 | -64.5% | 60,036 | -64.6% | 0.97% | -65.5% |
| BKLN | Sell | POWERSHARES ETF TRUST II | $5,876,000 | -63.4% | 251,537 | -63.6% | 0.95% | -64.5% |
| VTV | New | VANGUARD INDEX FDS | $5,725,000 | – | 61,553 | +100.0% | 0.93% | – |
| PHB | New | POWERSHARES ETF TR II | $5,676,000 | – | 302,094 | +100.0% | 0.92% | – |
| INTC | Buy | INTEL CORP | $5,622,000 | -3.1% | 155,000 | +0.9% | 0.91% | -6.1% |
| GE | Buy | GENERAL ELECTRIC CO | $5,555,000 | +15.1% | 175,791 | +7.9% | 0.90% | +11.5% |
| WFC | Buy | WELLS FARGO & CO NEW | $5,476,000 | +28.4% | 99,359 | +3.2% | 0.89% | +24.5% |
| PEP | Buy | PEPSICO INC | $5,305,000 | +43.0% | 50,704 | +48.6% | 0.86% | +38.4% |
| EFA | Sell | ISHARES TR | $5,222,000 | -17.3% | 90,452 | -15.3% | 0.85% | -19.8% |
| TIP | New | ISHARES TR | $5,114,000 | – | 45,187 | +100.0% | 0.83% | – |
| IWO | New | ISHARES TR | $5,001,000 | – | 32,488 | +100.0% | 0.81% | – |
| EMB | Sell | ISHARES TR | $4,834,000 | -72.6% | 43,860 | -70.9% | 0.78% | -73.5% |
| BA | New | BOEING CO | $4,790,000 | – | 30,770 | +100.0% | 0.78% | – |
| BAC | New | BANK AMER CORP | $4,579,000 | – | 207,175 | +100.0% | 0.74% | – |
| SLB | Buy | SCHLUMBERGER LTD | $4,532,000 | +10.8% | 53,979 | +3.8% | 0.74% | +7.4% |
| WHR | Buy | WHIRLPOOL CORP | $4,449,000 | +12.5% | 24,477 | +0.4% | 0.72% | +9.1% |
| IWR | Sell | ISHARES TR | $4,391,000 | -13.4% | 24,548 | -15.6% | 0.71% | -16.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $4,204,000 | +11.7% | 38,352 | +3.5% | 0.68% | +8.2% |
| IYT | New | ISHARES TR | $4,202,000 | – | 25,802 | +100.0% | 0.68% | – |
| ERUS | New | ISHARES INC | $4,081,000 | – | 121,747 | +100.0% | 0.66% | – |
| PFE | Buy | PFIZER INC | $3,972,000 | +1.0% | 122,286 | +5.4% | 0.64% | -2.1% |
| EWZ | Sell | ISHARES | $3,805,000 | -8.1% | 114,117 | -7.0% | 0.62% | -11.0% |
| EWC | New | ISHARES | $3,707,000 | – | 141,774 | +100.0% | 0.60% | – |
| BBT | New | BB&T CORP | $3,609,000 | – | 76,752 | +100.0% | 0.59% | – |
| EWT | New | ISHARES INC | $3,598,000 | – | 122,514 | +100.0% | 0.58% | – |
| FXI | New | ISHARES TR | $3,522,000 | – | 101,455 | +100.0% | 0.57% | – |
| AMGN | New | AMGEN INC | $3,496,000 | – | 23,908 | +100.0% | 0.57% | – |
| CSCO | Buy | CISCO SYS INC | $3,474,000 | -1.1% | 114,967 | +3.8% | 0.56% | -4.2% |
| XLI | Sell | SELECT SECTOR SPDR TR | $3,346,000 | -1.4% | 53,771 | -7.5% | 0.54% | -4.6% |
| IYZ | New | ISHARES TR | $3,334,000 | – | 96,650 | +100.0% | 0.54% | – |
| ANTM | New | ANTHEM INC | $3,298,000 | – | 22,940 | +100.0% | 0.54% | – |
| IP | Buy | INTL PAPER CO | $3,230,000 | +11.2% | 60,879 | +0.6% | 0.52% | +7.8% |
| IWB | Sell | ISHARES TR | $3,204,000 | -7.1% | 25,741 | -10.1% | 0.52% | -10.0% |
| GILD | Sell | GILEAD SCIENCES INC | $3,154,000 | -38.0% | 44,041 | -31.5% | 0.51% | -39.9% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $3,150,000 | +6.5% | 36,722 | +0.1% | 0.51% | +3.2% |
| SCZ | Buy | ISHARES TR | $3,118,000 | -3.0% | 62,561 | +2.1% | 0.51% | -5.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,080,000 | +0.4% | 36,637 | +7.1% | 0.50% | -2.7% |
| GOOGL | Buy | ALPHABET INC | $2,965,000 | +3.7% | 3,742 | +5.3% | 0.48% | +0.4% |
| CVX | Buy | CHEVRON CORP NEW | $2,923,000 | +22.6% | 24,838 | +7.2% | 0.48% | +18.8% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FD | $2,914,000 | +11.0% | 79,743 | +13.6% | 0.47% | +7.5% |
| V | Buy | VISA INC | $2,825,000 | -3.7% | 36,204 | +2.1% | 0.46% | -6.5% |
| DFE | Sell | WISDOMTREE TR | $2,787,000 | -5.2% | 51,028 | -4.0% | 0.45% | -8.1% |
| PRU | Sell | PRUDENTIAL FINL INC | $2,618,000 | +25.4% | 25,160 | -1.6% | 0.42% | +21.4% |
| ETN | Buy | EATON CORP PLC | $2,518,000 | +5.7% | 37,539 | +3.5% | 0.41% | +2.5% |
| VLO | Sell | VALERO ENERGY CORP NEW | $2,492,000 | +28.7% | 36,470 | -0.1% | 0.40% | +25.0% |
| PFF | Sell | ISHARES TR | $2,437,000 | -13.1% | 65,488 | -7.7% | 0.40% | -15.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,428,000 | +9.9% | 41,538 | +1.3% | 0.39% | +6.5% |
| DEO | Buy | DIAGEO P L Cadr | $2,379,000 | +481.7% | 22,885 | +549.2% | 0.39% | +459.4% |
| KLAC | Buy | KLA-TENCOR CORP | $2,296,000 | +17.0% | 29,179 | +3.7% | 0.37% | +13.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,258,000 | +3.7% | 19,595 | +6.3% | 0.37% | +0.5% |
| ABT | New | ABBOTT LABS | $2,247,000 | – | 58,488 | +100.0% | 0.36% | – |
| BLK | Buy | BLACKROCK INC | $2,210,000 | +6.7% | 5,806 | +1.6% | 0.36% | +3.5% |
| VBK | Buy | VANGUARD INDEX FDS | $2,181,000 | +34.7% | 16,378 | +33.3% | 0.35% | +30.6% |
| CVS | Sell | CVS HEALTH CORP | $2,178,000 | -18.5% | 27,602 | -8.1% | 0.35% | -21.0% |
| DBJP | Sell | DBX ETF TR | $2,037,000 | +8.6% | 54,730 | -4.0% | 0.33% | +5.4% |
| FBND | New | FIDELITY | $1,736,000 | – | 34,855 | +100.0% | 0.28% | – |
| VFC | Buy | V F CORP | $1,683,000 | -0.2% | 31,553 | +4.9% | 0.27% | -3.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,537,000 | +11.9% | 9,261 | +7.1% | 0.25% | +8.7% |
| IYW | Sell | ISHARES TR | $1,506,000 | -82.4% | 12,525 | -82.6% | 0.24% | -82.9% |
| KRE | Sell | SPDR SERIES TRUST | $1,470,000 | +24.2% | 26,461 | -5.5% | 0.24% | +20.7% |
| IWM | Sell | ISHARES TR | $1,445,000 | +2.1% | 10,717 | -5.9% | 0.24% | -0.8% |
| XLV | Buy | SELECT SECTOR SPDR TR | $1,376,000 | +72.0% | 19,954 | +79.9% | 0.22% | +66.4% |
| SPDW | Buy | SPDR INDEX SHS FDS | $1,348,000 | -1.4% | 52,448 | +1.5% | 0.22% | -4.4% |
| FEZ | New | SPDR INDEX SHS FDS | $1,292,000 | – | 38,600 | +100.0% | 0.21% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,113,000 | +21.0% | 9,090 | +18.4% | 0.18% | +17.5% |
| EEM | Buy | ISHARES TR | $1,101,000 | +10.9% | 31,438 | +18.6% | 0.18% | +7.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,100,000 | +56.5% | 4,596 | +5.5% | 0.18% | +51.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX F | $1,074,000 | +134.5% | 30,023 | +146.5% | 0.17% | +126.0% |
| VOE | Buy | VANGUARD INDEX FDS | $1,028,000 | +24.5% | 10,572 | +19.8% | 0.17% | +21.0% |
| GOOG | Buy | ALPHABET INC | $1,020,000 | +22.0% | 1,322 | +23.0% | 0.17% | +18.6% |
| SDY | Buy | SPDR SERIES TRUST | $972,000 | +6.1% | 11,363 | +4.7% | 0.16% | +3.3% |
| TGT | Buy | TARGET CORP | $944,000 | +9.6% | 13,067 | +4.2% | 0.15% | +6.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $892,000 | +10.3% | 16,709 | +7.4% | 0.14% | +6.6% |
| MMM | Buy | 3M CO | $865,000 | +5.7% | 4,844 | +4.3% | 0.14% | +2.2% |
| MA | Buy | MASTERCARD INCORPORATED | $756,000 | +14.2% | 7,326 | +12.6% | 0.12% | +10.8% |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL | $752,000 | – | 4,614 | +100.0% | 0.12% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $723,000 | +5.7% | 8,736 | +3.0% | 0.12% | +1.7% |
| VOT | Buy | VANGUARD INDEX FDS | $692,000 | +16.1% | 6,553 | +17.0% | 0.11% | +12.0% |
| MCD | Buy | MCDONALDS CORP | $686,000 | +19.5% | 5,639 | +13.3% | 0.11% | +15.6% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $676,000 | +5.5% | 12,764 | +2.6% | 0.11% | +2.8% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $667,000 | +17.8% | 9,863 | +17.2% | 0.11% | +13.7% |
| DHR | Buy | DANAHER CORP DEL | $639,000 | +2.7% | 8,204 | +3.4% | 0.10% | 0.0% |
| MRK | Buy | MERCK & CO INC | $643,000 | -2.1% | 10,921 | +3.8% | 0.10% | -5.5% |
| LNC | Buy | LINCOLN NATL CORP IND | $634,000 | +112.0% | 9,563 | +50.0% | 0.10% | +106.0% |
| QCOM | Sell | QUALCOMM INC | $622,000 | -15.5% | 9,543 | -11.1% | 0.10% | -17.9% |
| SBUX | Sell | STARBUCKS CORP | $538,000 | +0.9% | 9,689 | -1.6% | 0.09% | -2.2% |
| BND | Sell | VANGUARD BD INDEX FD INC | $519,000 | -5.5% | 6,420 | -1.6% | 0.08% | -8.7% |
| GWX | Buy | SPDR INDEX SHS FDS | $510,000 | +0.6% | 17,576 | +8.8% | 0.08% | -2.4% |
| FISV | FISERV INC | $510,000 | +6.9% | 4,800 | 0.0% | 0.08% | +3.8% | |
| DOW | Buy | DOW CHEM CO | $513,000 | +14.3% | 8,958 | +3.4% | 0.08% | +10.7% |
| GLTR | Buy | ETFS PRECIOUS METALS BASKET | $505,000 | -4.2% | 8,775 | +11.1% | 0.08% | -6.8% |
| AXP | New | AMERICAN EXPRESS CO | $463,000 | – | 6,256 | +100.0% | 0.08% | – |
| EZU | Buy | ISHARES | $437,000 | +57.2% | 12,639 | +56.8% | 0.07% | +51.1% |
| UNP | Buy | UNION PAC CORP | $425,000 | +17.7% | 4,103 | +10.8% | 0.07% | +15.0% |
| IXC | ISHARES TR | $418,000 | +6.1% | 12,000 | 0.0% | 0.07% | +3.0% | |
| EMR | Buy | EMERSON ELEC CO | $407,000 | +28.4% | 7,309 | +25.8% | 0.07% | +24.5% |
| USIG | New | ISHARES TR | $407,000 | – | 3,730 | +100.0% | 0.07% | – |
| NKE | Buy | NIKE INC | $406,000 | +7.4% | 7,989 | +11.2% | 0.07% | +4.8% |
| PSK | New | SPDR SERIES TRUST | $398,000 | – | 9,490 | +100.0% | 0.06% | – |
| DIS | New | DISNEY WALT CO | $401,000 | – | 3,847 | +100.0% | 0.06% | – |
| ITM | Sell | VANECK VECTORS ETF TR | $348,000 | -5.7% | 15,000 | -0.0% | 0.06% | -8.1% |
| VBR | Buy | VANGUARD INDEX FDS | $349,000 | +32.2% | 2,884 | +21.0% | 0.06% | +29.5% |
| SYK | Buy | STRYKER CORP | $344,000 | +24.6% | 2,875 | +21.1% | 0.06% | +21.7% |
| T | New | AT&T INC | $322,000 | – | 7,579 | +100.0% | 0.05% | – |
| CL | COLGATE PALMOLIVE CO | $314,000 | -11.8% | 4,800 | 0.0% | 0.05% | -15.0% | |
| FLOT | Sell | ISHARES TR | $303,000 | -1.0% | 5,971 | -1.1% | 0.05% | -3.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDS | $301,000 | -10.4% | 3,512 | -6.3% | 0.05% | -12.5% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCadr | $295,000 | +10.5% | 5,417 | +1.4% | 0.05% | +6.7% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INC | $279,000 | +3.3% | 2,508 | -3.0% | 0.04% | 0.0% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TR | $272,000 | +21.4% | 902 | +13.5% | 0.04% | +15.8% |
| VTI | New | VANGUARD INDEX FDS | $259,000 | – | 2,243 | +100.0% | 0.04% | – |
| CB | New | CHUBB LIMITED | $250,000 | – | 1,891 | +100.0% | 0.04% | – |
| SMB | VANECK VECTORS ETF TR | $248,000 | -2.4% | 14,395 | 0.0% | 0.04% | -7.0% | |
| ROK | New | ROCKWELL AUTOMATION INC | $240,000 | – | 1,783 | +100.0% | 0.04% | – |
| KO | Buy | COCA COLA CO | $234,000 | +16.4% | 5,647 | +19.0% | 0.04% | +11.8% |
| SQ | SQUARE INC | $232,000 | +17.2% | 17,000 | 0.0% | 0.04% | +15.2% | |
| BNDX | New | VANGUARD CHARLOTTE FDS | $220,000 | – | 4,052 | +100.0% | 0.04% | – |
| COST | New | COSTCO WHSL CORP NEW | $219,000 | – | 1,369 | +100.0% | 0.04% | – |
| HYLS | Sell | FIRST TR EXCHANGE TRADED FD | $217,000 | -93.9% | 4,506 | -93.8% | 0.04% | -94.1% |
| LEO | Exit | DREYFUS STRATEGIC MUNS INC | $0 | – | -12,115 | -100.0% | -0.02% | – |
| BWX | Exit | SPDR SERIES TRUST | $0 | – | -7,080 | -100.0% | -0.03% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -1,878 | -100.0% | -0.04% | – |
| MUB | Exit | ISHARES TR | $0 | – | -1,833 | -100.0% | -0.04% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,900 | -100.0% | -0.04% | – |
| VIG | Exit | VANGUARD SPECIALIZED PORTFOL | $0 | – | -3,343 | -100.0% | -0.05% | – |
| GDX | Exit | VANECK VECTORS ETF TR | $0 | – | -13,000 | -100.0% | -0.06% | – |
| Exit | AMERICAN EXPRESS CO | $0 | – | -5,829 | -100.0% | -0.06% | – | |
| Exit | BERKSHIRE HATHAWAY INC DEL | $0 | – | -4,079 | -100.0% | -0.10% | – | |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -4,906 | -100.0% | -0.10% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDadr | $0 | – | -37,770 | -100.0% | -0.29% | – |
| Exit | ABBOTT LABS | $0 | – | -58,057 | -100.0% | -0.41% | – | |
| Exit | ANTHEM INC | $0 | – | -23,220 | -100.0% | -0.49% | – | |
| Exit | BB&T CORP | $0 | – | -78,463 | -100.0% | -0.50% | – | |
| EWY | Exit | ISHARES | $0 | – | -67,268 | -100.0% | -0.66% | – |
| Exit | AMGEN INC | $0 | – | -23,824 | -100.0% | -0.67% | – | |
| INDA | Exit | ISHARES TR | $0 | – | -135,703 | -100.0% | -0.67% | – |
| Exit | BOEING CO | $0 | – | -30,648 | -100.0% | -0.68% | – | |
| ENZL | Exit | ISHARES | $0 | – | -87,660 | -100.0% | -0.69% | – |
| TLT | Exit | ISHARES TR | $0 | – | -32,953 | -100.0% | -0.76% | – |
| IAU | Exit | ISHARES GOLD TRUST | $0 | – | -365,012 | -100.0% | -0.78% | – |
| Exit | BANK AMER CORP | $0 | – | -305,155 | -100.0% | -0.80% | – | |
| REM | Exit | ISHARES TR | $0 | – | -642,769 | -100.0% | -1.13% | – |
| XLB | Exit | SELECT SECTOR SPDR TR | $0 | – | -143,927 | -100.0% | -1.15% | – |
| XLP | Exit | SELECT SECTOR SPDR TR | $0 | – | -129,512 | -100.0% | -1.16% | – |
| Exit | APPLE INC | $0 | – | -82,351 | -100.0% | -1.56% | – | |
| XLU | Exit | SELECT SECTOR SPDR TR | $0 | – | -203,257 | -100.0% | -1.67% | – |
| IYR | Exit | ISHARES TR | $0 | – | -125,779 | -100.0% | -1.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | 15 | Q4 2016 | 22.7% |
| SPDR S&P 500 ETF TR TR UNIT | 15 | Q4 2016 | 12.3% |
| ISHARES TR CORE US AGGBD ET | 15 | Q4 2016 | 11.0% |
| ISHARES TR CORE S&P MCP ETF | 15 | Q4 2016 | 6.6% |
| ISHARES TR MSCI EAFE INDEX | 15 | Q4 2016 | 5.6% |
| ISHARES TR CORE S&P SCP ETF | 15 | Q4 2016 | 4.1% |
| ISHARES TR IBOXX INV CP ETF | 15 | Q4 2016 | 3.6% |
| SELECT SECTOR SPDR TR SBI INT-FINL | 15 | Q4 2016 | 3.6% |
| ISHARES U.S. TECH ETF | 15 | Q4 2016 | 3.2% |
| SELECT SECTOR SPDR TR SBI HEALTHCARE | 15 | Q4 2016 | 3.1% |
View Braver Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-02-14 |
| 13F-HR | 2016-10-26 |
| 13F-HR | 2016-07-13 |
| 13F-HR | 2016-05-13 |
| 13F-HR | 2016-02-11 |
| 13F-HR | 2015-11-10 |
| 13F-HR | 2015-08-13 |
| 13F-HR | 2015-05-14 |
| 13F-HR | 2015-02-12 |
| 13F-HR | 2014-11-12 |
View Braver Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.