$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FDesg us stk etf | $1,004,714 | -4.0% | 13,357 | 0.0% | 0.27% | +1.5% | |
| SCZ | ISHARES TReafe sml cp etf | $341,587 | -4.3% | 6,049 | 0.0% | 0.09% | +1.1% | |
| SHY | ISHARES TR1 3 yr treas bd | $304,447 | -0.1% | 3,760 | 0.0% | 0.08% | +5.2% | |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $252,012 | +0.4% | 3,233 | 0.0% | 0.07% | +6.3% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $236,678 | -0.2% | 4,109 | 0.0% | 0.06% | +5.0% | |
| IUSV | ISHARES TRcore s&p us vlu | $234,531 | -4.7% | 3,143 | 0.0% | 0.06% | +1.6% |
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.