$656 Million is the total value of BRANDYWINE OAK PRIVATE WEALTH LLC's 268 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF | 20 | Q3 2023 | 6.9% |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | 20 | Q3 2023 | 7.7% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 20 | Q3 2023 | 8.5% |
| VANGUARD WORLD FDS | 20 | Q3 2023 | 3.6% |
| SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | 20 | Q3 2023 | 3.9% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 20 | Q3 2023 | 5.5% |
| APPLE INC COM USD0.00001 | 20 | Q3 2023 | 2.4% |
| VANGUARD WORLD FDS COMM SRVC ETF | 20 | Q3 2023 | 2.7% |
| SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 | 20 | Q3 2023 | 4.8% |
| VANGUARD WORLD FDS | 20 | Q3 2023 | 2.8% |
View BRANDYWINE OAK PRIVATE WEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-10-18 |
View BRANDYWINE OAK PRIVATE WEALTH LLC'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.