$198 Million is the total value of Brickley Wealth Management's 25 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFA | ISHARES TRmsci eafe etf | $9,932,000 | -0.9% | 142,531 | 0.0% | 5.02% | -5.5% | |
BEN | FRANKLIN RES INC | $1,705,000 | -20.0% | 49,170 | 0.0% | 0.86% | -23.7% | |
PACB | PACIFIC BIOSCIENCES CALIF IN | $45,000 | -22.4% | 22,000 | 0.0% | 0.02% | -25.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 24 | Q3 2023 | 26.2% |
APPLE INC | 24 | Q3 2023 | 21.6% |
ISHARES TR | 24 | Q3 2023 | 11.4% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 8.5% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 5.7% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 5.6% |
ISHARES TR | 24 | Q3 2023 | 5.3% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 6.0% |
VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 1.5% |
View Brickley Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-29 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-25 |
View Brickley Wealth Management'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.