$113 Million is the total value of Brown Financial Advisory's 27 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 15 | Q2 2024 | 42.5% |
ISHARES TR | 15 | Q2 2024 | 17.2% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 13.1% |
SPDR INDEX SHS FDS | 15 | Q2 2024 | 10.6% |
SPDR INDEX SHS FDS | 15 | Q2 2024 | 9.7% |
ISHARES TR | 15 | Q2 2024 | 2.6% |
VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 2.6% |
SPDR SER TR | 15 | Q2 2024 | 3.5% |
ISHARES TR | 15 | Q2 2024 | 1.6% |
BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 1.3% |
View Brown Financial Advisory's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-25 |
N-PX | 2024-07-09 |
13F-HR | 2024-04-25 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-18 |
View Brown Financial Advisory'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.