$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $9,714,000 | – | 83,873 | +100.0% | 1.58% | – |
| XLE | New | SELECT SECTOR SPDR TR | $6,728,000 | – | 89,324 | +100.0% | 1.09% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| ABT | New | ABBOTT LABS | $2,247,000 | – | 58,488 | +100.0% | 0.36% | – |
| FBND | New | FIDELITY | $1,736,000 | – | 34,855 | +100.0% | 0.28% | – |
| FEZ | New | SPDR INDEX SHS FDS | $1,292,000 | – | 38,600 | +100.0% | 0.21% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL | $752,000 | – | 4,614 | +100.0% | 0.12% | – |
| AXP | New | AMERICAN EXPRESS CO | $463,000 | – | 6,256 | +100.0% | 0.08% | – |
| USIG | New | ISHARES TR | $407,000 | – | 3,730 | +100.0% | 0.07% | – |
| 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% | – |
| T | New | AT&T INC | $322,000 | – | 7,579 | +100.0% | 0.05% | – |
| 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% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $240,000 | – | 1,783 | +100.0% | 0.04% | – |
| 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% | – |
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.