$375 Million is the total value of Brickley Wealth Management's 40 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | Exit | AMAZON COM INC | $0 | – | -1,676 | -100.0% | -0.06% | – |
IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -11,059 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
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.