$297 Million is the total value of Brickley Wealth Management's 34 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | New | AMAZON COM INC | $276,000 | – | 100 | +100.0% | 0.09% | – |
ACWX | New | ISHARES TRmsci acwi ex us | $221,000 | – | 5,113 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-12
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.