$217 Million is the total value of Brickley Wealth Management's 26 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Exit | HOME DEPOT INC | $0 | – | -1,261 | -100.0% | -0.11% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,994 | -100.0% | -0.14% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -1,635 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-13
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.