$782 Million is the total value of BRANDYWINE OAK PRIVATE WEALTH LLC's 315 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | Buy | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TRvalue etf | $70,108,000 | +7358.3% | 531,608 | +8258.6% | 8.97% | +8284.1% |
| SCHF | Buy | SCHWAB STRATEGIC TR INTL EQUITY ETFintl eqty etf | $66,855,000 | +48.0% | 2,125,774 | +72.7% | 8.55% | +65.6% |
| VUG | Buy | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERSgrowth etf | $55,236,000 | +4188.5% | 247,819 | +5432.9% | 7.07% | +4708.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHSshrt trm corp bd | $50,708,000 | +38.2% | 664,940 | +41.8% | 6.49% | +54.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETFftse emr mkt etf | $20,419,000 | +406.8% | 490,272 | +461.2% | 2.61% | +466.8% |
| SLYV | Buy | SPDR SERIES TRUST S&P 600 SMCP VALs&p 600 smcp val | $13,793,000 | -12.7% | 190,498 | +0.4% | 1.76% | -2.3% |
| JMST | Buy | J P MORGAN EXCHANGE TRADED FD ULTRA SHT MUNCPLultra sht muncpl | $12,254,000 | +24.4% | 241,935 | +24.7% | 1.57% | +39.1% |
| BAR | Buy | GRANITESHARES GOLD TR SHS BEN INT | $9,338,000 | -0.8% | 521,403 | +6.3% | 1.20% | +11.0% |
| MSFT | Buy | MICROSOFT CORP | $7,886,000 | -16.1% | 30,709 | +0.7% | 1.01% | -6.1% |
| REET | Buy | ISHARES TRUST GLOBAL REIT ETFglobal reit etf | $7,859,000 | -10.9% | 325,038 | +7.6% | 1.01% | -0.3% |
| VTEB | Buy | VANGUARD MUN BD FDS TAX EXEMPT BDtax exempt bd | $7,215,000 | +1532.4% | 144,531 | +1582.2% | 0.92% | +1709.8% |
| VIOV | Buy | VANGUARD S&P SMALL-CAP 600 Vsmlcp 600 val | $5,061,000 | +5.0% | 32,880 | +21.1% | 0.65% | +17.6% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $5,021,000 | -5.7% | 39,156 | +0.7% | 0.64% | +5.4% |
| USMV | Buy | ISHARES TR MSCI USA MIN VOLmsci usa min vol | $4,672,000 | -8.8% | 66,551 | +0.7% | 0.60% | +2.0% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFcore high dv etf | $4,393,000 | -3.2% | 43,748 | +3.1% | 0.56% | +8.3% |
| AMZN | Buy | AMAZON.COM INC | $4,241,000 | -35.8% | 39,936 | +1872.1% | 0.54% | -28.1% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Acap stk cl a | $4,115,000 | -20.9% | 1,888 | +0.8% | 0.53% | -11.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,365,000 | -17.0% | 29,883 | +0.5% | 0.43% | -6.9% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFshrt nat mun etf | $3,348,000 | +1070.6% | 31,993 | +1045.1% | 0.43% | +1197.0% |
| DOW | Buy | DOW INC COM | $3,247,000 | -19.0% | 62,927 | +0.0% | 0.42% | -9.4% |
| VYM | Buy | VANGUARD WHITEHALL FDS HIGH DIV YLDhigh div yld | $3,195,000 | +1.7% | 31,422 | +12.2% | 0.41% | +13.9% |
| BBEU | Buy | J P MORGAN EXCHANGE TRADED FD BETABUILDERS EURbetabuilders eur | $3,114,000 | -11.8% | 67,584 | +5.1% | 0.40% | -1.5% |
| JNJ | Buy | JOHNSON &JOHNSON COM USD1.00 | $2,816,000 | +9.7% | 15,864 | +9.5% | 0.36% | +22.4% |
| SCHE | Buy | SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETFemrg mkteq etf | $2,742,000 | -6.3% | 108,042 | +2.5% | 0.35% | +4.8% |
| ESGV | Buy | VANGUARD WORLD FD ESG US STK ETFesg us stk etf | $2,685,000 | -3.9% | 40,447 | +17.3% | 0.34% | +7.5% |
| MRK | Buy | MERCK &CO. INC COM | $2,664,000 | +12.2% | 29,229 | +1.0% | 0.34% | +25.8% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFsm cp val etf | $2,659,000 | -11.4% | 17,749 | +4.1% | 0.34% | -0.9% |
| IXUS | Buy | ISHARES TR CORE MSCI TOTALcore msci total | $2,448,000 | -13.4% | 42,927 | +1.1% | 0.31% | -3.1% |
| DWX | Buy | SPDR S & P INTERNATIONAL DIVIDEND ETFs&p intl etf | $2,419,000 | -11.4% | 70,509 | +0.1% | 0.31% | -0.6% |
| LLY | Buy | ELI LILLY AND CO | $2,353,000 | +15.6% | 7,259 | +2.2% | 0.30% | +29.2% |
| IBML | Buy | ISHARES TR IBONDS DEC2023 TERM MUNI BD ETFibonds dec2023 | $2,317,000 | +16.5% | 90,890 | +16.4% | 0.30% | +30.4% |
| IDV | Buy | ISHARES TR INTL SEL DIV ETFintl sel div etf | $2,173,000 | -13.8% | 80,007 | +0.8% | 0.28% | -3.5% |
| IBMM | Buy | ISHARES TR IBONDS DEC 2024 TERM MUNI BD ETFibonds dec | $2,161,000 | +18.7% | 83,120 | +18.6% | 0.28% | +33.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,020,000 | +1.0% | 39,804 | +1.4% | 0.26% | +12.7% |
| EXPD | Buy | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $2,010,000 | +4.0% | 20,627 | +10.1% | 0.26% | +16.3% |
| HYD | Buy | VANECK ETF TRUST HIGH YLD MUNIETFhigh yld munietf | $1,974,000 | +25.8% | 36,661 | +34.1% | 0.25% | +41.3% |
| XOM | Buy | EXXON MOBIL CORP | $1,933,000 | +5.5% | 22,581 | +1.7% | 0.25% | +17.6% |
| BX | Buy | BLACKSTONE INC | $1,883,000 | -26.6% | 20,647 | +1.7% | 0.24% | -18.0% |
| IEFA | Buy | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe | $1,696,000 | +592.2% | 28,825 | +715.2% | 0.22% | +675.0% |
| UNP | Buy | UNION PAC CORP COM | $1,651,000 | -21.9% | 7,742 | +0.1% | 0.21% | -12.8% |
| GOOG | Buy | ALPHABET INC CAP STK CL Ccap stk cl c | $1,594,000 | -16.1% | 729 | +6.6% | 0.20% | -6.0% |
| ESGD | Buy | ISHARES TR ESG AW MSCI EAFEesg aw msci eafe | $1,584,000 | +12.7% | 25,247 | +32.4% | 0.20% | +26.1% |
| DEM | Buy | WISDOMTREE TR EMERGING MKTS HIGH DIVID FDemer mkt high fd | $1,541,000 | -15.3% | 41,615 | +0.1% | 0.20% | -5.3% |
| SPYV | New | SPDR PORTFOLIO S&P 500 VALUE ETFprtflo s&p500 vl | $1,509,000 | – | 40,994 | +100.0% | 0.19% | – |
| PID | Buy | INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHIintl divi achi | $1,494,000 | -7.4% | 87,286 | +6.1% | 0.19% | +3.2% |
| IBMN | Buy | ISHARES TR IBONDS DEC 2025 TERM MUNI BDS ETFibonds dec 25 | $1,393,000 | +16.9% | 52,346 | +17.0% | 0.18% | +30.9% |
| SPYG | New | SPDR PORTFOLIO S&P 500 GROWTH ETFprtflo s&p500 gw | $1,345,000 | – | 25,736 | +100.0% | 0.17% | – |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $1,318,000 | -16.3% | 3,478 | +0.2% | 0.17% | -6.1% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFnasdaq 100 etf | $1,197,000 | +9.6% | 10,398 | +41.8% | 0.15% | +22.4% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM USD0.20 | $1,187,000 | +10.3% | 8,409 | +1.5% | 0.15% | +23.6% |
| MA | Buy | MASTERCARD INCORPORATED CL Acl a | $1,165,000 | -11.1% | 3,695 | +0.7% | 0.15% | -0.7% |
| HD | Buy | HOME DEPOT INC | $1,137,000 | -5.1% | 4,146 | +3.6% | 0.14% | +5.8% |
| ABT | Buy | ABBOTT LABORATORIES | $1,062,000 | -8.1% | 9,777 | +0.0% | 0.14% | +3.0% |
| CC | Buy | CHEMOURS CO COM | $1,035,000 | +1.8% | 32,329 | +0.0% | 0.13% | +13.8% |
| IFF | Buy | INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 | $1,035,000 | -9.3% | 8,695 | +0.0% | 0.13% | +1.5% |
| TSLA | Buy | TESLA INC COM | $1,019,000 | -36.9% | 1,514 | +11.2% | 0.13% | -29.7% |
| GLD | Buy | SPDR GOLD TR GOLD SHS | $1,010,000 | -0.1% | 6,001 | +7.1% | 0.13% | +11.2% |
| AMGN | Buy | AMGEN INC | $968,000 | +0.7% | 3,982 | +0.2% | 0.12% | +12.7% |
| IEUR | Buy | ISHARES CORE MSCI EUROPE ETFcore msci euro | $939,000 | -7.1% | 20,899 | +10.4% | 0.12% | +3.4% |
| INTC | Buy | INTEL CORP COM USD0.001 | $933,000 | -23.1% | 24,940 | +1.2% | 0.12% | -14.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETFtt wrld st etf | $842,000 | +70.1% | 9,870 | +101.9% | 0.11% | +89.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTs&p500 eql wgt | $834,000 | -14.9% | 6,218 | +0.0% | 0.11% | -4.5% |
| VTI | Buy | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt | $827,000 | -10.4% | 4,386 | +7.9% | 0.11% | 0.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 | $830,000 | -8.5% | 4,933 | +0.4% | 0.11% | +1.9% |
| COP | Buy | CONOCOPHILLIPS COM | $803,000 | -10.2% | 8,950 | +0.1% | 0.10% | +1.0% |
| DGRO | Buy | ISHARES TRUST CORE DIVID GWTHcore div grwth | $784,000 | +0.1% | 16,474 | +12.3% | 0.10% | +11.1% |
| EXC | Buy | EXELON CORP COM NPV | $725,000 | -0.8% | 15,998 | +4.2% | 0.09% | +10.7% |
| IWB | Buy | ISHARES RUSSELL 1000 INDEX FUNDrus 1000 etf | $700,000 | +2.6% | 3,373 | +23.5% | 0.09% | +15.4% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETFvan ftse dev mkt | $702,000 | -0.3% | 17,207 | +17.3% | 0.09% | +11.1% |
| GIS | Buy | GENERAL MILLS INC COM USD0.10 | $663,000 | +11.4% | 8,800 | +0.0% | 0.08% | +25.0% |
| VPV | New | INVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST | $658,000 | – | 62,955 | +100.0% | 0.08% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COM USD0.10 | $621,000 | +25.2% | 2,960 | +35.5% | 0.08% | +38.6% |
| HON | Buy | HONEYWELL INTERNATIONAL INC COM USD1 | $584,000 | -10.6% | 3,360 | +0.0% | 0.08% | 0.0% |
| T | Buy | AT&T INC COM USD1 | $480,000 | -11.3% | 22,913 | +0.0% | 0.06% | -1.6% |
| NQP | Buy | NUVEEN PENNSYLVANIA QLT MUN FD COM | $475,000 | +23.1% | 39,006 | +36.1% | 0.06% | +38.6% |
| WEC | Buy | WEC ENERGY GROUP INC COM | $464,000 | +0.9% | 4,618 | +0.0% | 0.06% | +11.3% |
| CL | Buy | COLGATE-PALMOLIVE CO COM USD1.00 | $454,000 | +7.1% | 5,669 | +1.3% | 0.06% | +20.8% |
| ITOT | Buy | ISHARES CORE S&P TOTAL US STOCK MARKET ETFcore s&p ttl stk | $448,000 | +58.3% | 5,356 | +90.8% | 0.06% | +78.1% |
| MDT | Buy | MEDTRONIC PLC | $431,000 | +5.4% | 4,804 | +30.3% | 0.06% | +17.0% |
| PSX | Buy | PHILLIPS 66 COM | $425,000 | -5.1% | 5,193 | +0.1% | 0.05% | +5.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10sponsored ads | $411,000 | -18.8% | 5,029 | +3.5% | 0.05% | -8.6% |
| MMM | Buy | 3M CO | $415,000 | -2.6% | 3,209 | +12.1% | 0.05% | +8.2% |
| NVO | Buy | NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1adr | $380,000 | +4.7% | 3,414 | +4.1% | 0.05% | +16.7% |
| CTLT | Buy | CATALENT INC COM | $384,000 | +32.4% | 3,580 | +36.7% | 0.05% | +48.5% |
| IBMP | Buy | ISHARES TRUST IBONDS DEC 2027 TERM MUNI BOND ETFibonds dec 27 | $361,000 | +21.5% | 14,352 | +22.6% | 0.05% | +35.3% |
| Buy | BELLRING BRANDS INC COMMON STOCK | $351,000 | +38.7% | 14,121 | +28.4% | 0.04% | +55.2% | |
| PAG | Buy | PENSKE AUTOMOTIVE GROUP INC | $343,000 | +31.4% | 3,282 | +17.5% | 0.04% | +46.7% |
| VTIP | Buy | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDXstrm infproidx | $340,000 | -1.4% | 6,791 | +0.8% | 0.04% | +12.8% |
| KBR | Buy | KBR INC COM USD0.001 | $329,000 | -0.3% | 6,809 | +12.7% | 0.04% | +10.5% |
| BERY | Buy | BERRY GLOBAL GROUP INC | $328,000 | +31.7% | 6,016 | +39.7% | 0.04% | +50.0% |
| PDCO | Buy | PATTERSON COS INC COM | $325,000 | +4.2% | 10,742 | +11.2% | 0.04% | +16.7% |
| TD | Buy | TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 | $318,000 | -16.5% | 4,864 | +1.4% | 0.04% | -6.8% |
| TKR | Buy | TIMKEN CO | $312,000 | +25.3% | 5,893 | +43.3% | 0.04% | +42.9% |
| BJ | Buy | BJS WHSL CLUB HLDGS INC COM | $316,000 | +2.3% | 5,077 | +10.9% | 0.04% | +14.3% |
| TTEC | New | TTEC HLDGS INC COM | $316,000 | – | 4,661 | +100.0% | 0.04% | – |
| ASO | Buy | ACADEMY SPORTS &OUTDOORS INC COM | $311,000 | +4.4% | 8,762 | +15.7% | 0.04% | +17.6% |
| JBL | Buy | JABIL INC COM | $304,000 | +12.6% | 5,953 | +36.1% | 0.04% | +25.8% |
| NVMI | Buy | NOVA LTD ORDINARY SHARES | $305,000 | +25.0% | 3,446 | +53.4% | 0.04% | +39.3% |
| APD | Buy | AIR PRODUCTS AND CHEMICALS INC | $306,000 | -3.8% | 1,276 | +0.2% | 0.04% | +8.3% |
| GNRC | Buy | GENERAC HLDGS INC COM USD0.01 | $304,000 | +15.2% | 1,444 | +62.1% | 0.04% | +30.0% |
| ROAD | Buy | CONSTRUCTION PARTNERS INC COM CL A | $306,000 | +15.0% | 14,652 | +43.7% | 0.04% | +30.0% |
| CRL | Buy | CHARLES RIVER LABORATORIES INTERNATIONAL INC | $294,000 | +22.0% | 1,375 | +61.4% | 0.04% | +35.7% |
| MTUM | Buy | ISHARES TR MSCI USA MMENTMmsci usa mmentm | $300,000 | -11.0% | 2,207 | +9.9% | 0.04% | -2.6% |
| QCOM | Buy | QUALCOMM INC | $300,000 | -12.8% | 2,353 | +3.5% | 0.04% | -2.6% |
| MP | New | MP MATERIALS CORP COM CL A | $291,000 | – | 9,089 | +100.0% | 0.04% | – |
| RHP | Buy | RYMAN HOSPITALITY PROPERTIES INC | $290,000 | -0.3% | 3,822 | +21.6% | 0.04% | +12.1% |
| XYLD | New | GLOBAL X FDS S&P 500 COVEREDs&p 500 covered | $287,000 | – | 6,736 | +100.0% | 0.04% | – |
| GSK | Buy | GSK PLC SPON ADR EACH REP 2 ORD SHSsponsored adr | $290,000 | 0.0% | 6,666 | +0.0% | 0.04% | +12.1% |
| HRI | Buy | HERC HLDGS INC COM | $275,000 | -7.7% | 3,061 | +71.4% | 0.04% | +2.9% |
| NFLX | Buy | NETFLIX INC | $274,000 | -48.2% | 1,570 | +11.1% | 0.04% | -41.7% |
| MDRX | Buy | ALLSCRIPTS HEALTHCARE SOLUTIONS INC COM USD0.01 | $270,000 | -20.1% | 18,253 | +21.5% | 0.04% | -10.3% |
| AYX | Buy | ALTERYX INC COM CL A | $273,000 | -24.4% | 5,644 | +11.8% | 0.04% | -14.6% |
| AAN | Buy | THE AARONS COMPANY INC COM | $267,000 | +6.4% | 18,398 | +46.8% | 0.03% | +17.2% |
| SBNY | Buy | SIGNATURE BANK | $269,000 | +4.3% | 1,505 | +70.8% | 0.03% | +13.3% |
| IWN | New | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $256,000 | – | 1,884 | +100.0% | 0.03% | – |
| PRG | Buy | PROG HOLDINGS INC COM NPV | $251,000 | +15.1% | 15,255 | +100.4% | 0.03% | +28.0% |
| MO | Buy | ALTRIA GROUP INC | $242,000 | -13.3% | 5,813 | +8.6% | 0.03% | -3.1% |
| TTE | Buy | TOTAL ENERGIES SEsponsored ads | $239,000 | +15.5% | 4,547 | +10.8% | 0.03% | +29.2% |
| TRI | Buy | THOMSON-REUTERS CORP COM NPV(POST REV SPLIT) ISIN #CA8849037095 SEDOL #BFXPTB0 | $245,000 | -0.4% | 2,353 | +4.1% | 0.03% | +10.7% |
| ESML | Buy | ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETFesg aware msci | $224,000 | -10.8% | 7,130 | +7.7% | 0.03% | 0.0% |
| AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFmodert alloc etf | $230,000 | -7.3% | 5,922 | +2.4% | 0.03% | +3.6% |
| TIP | Buy | ISHARES TIPS BOND ETFtips bd etf | $224,000 | -3.9% | 1,971 | +5.0% | 0.03% | +7.4% |
| TM | Buy | TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLads | $217,000 | -11.8% | 1,412 | +3.2% | 0.03% | 0.0% |
| IDHQ | New | INVESCO EXCH TRADED FD TR II S&P INTL QULTYs&p intl qulty | $222,000 | – | 9,347 | +100.0% | 0.03% | – |
| FBHS | New | FORTUNE BRANDS HOME & SECURITY INC | $213,000 | – | 3,571 | +100.0% | 0.03% | – |
| ASML | Buy | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $203,000 | -27.5% | 428 | +1.9% | 0.03% | -18.8% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDsbi int-utils | $204,000 | +1.0% | 2,921 | +23.1% | 0.03% | +13.0% |
| WPC | New | WP CAREY INC COM | $200,000 | – | 2,419 | +100.0% | 0.03% | – |
| SDY | New | SPDR SER TR S&P DIVID ETFs&p divid etf | $202,000 | – | 1,703 | +100.0% | 0.03% | – |
| MUJ | New | BLACKROCK MUNIHOLDINGS NEW JERSY QUALITY FUND INC | $195,000 | – | 14,809 | +100.0% | 0.02% | – |
| NRK | New | NUVEEN NEW YORK AMT QLT MUNICP COM | $183,000 | – | 16,632 | +100.0% | 0.02% | – |
| ET | New | ENERGY TRANSFER L P COM UT LTD PTN | $129,000 | – | 13,018 | +100.0% | 0.02% | – |
| ABEV | New | AMBEV SA SPON ADR EACH REP 1 ORD SHSsponsored adr | $98,000 | – | 39,410 | +100.0% | 0.01% | – |
| ASX | Buy | ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHSsponsored ads | $90,000 | -21.1% | 17,478 | +8.6% | 0.01% | -7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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 | 2024-05-07 |
| 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 |
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.