$132 Million is the total value of Morton Brown Family Wealth, LLC's 159 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYW | New | ISHARES U.S. TECHNOLOGY ETFexchange traded fund | $62,000 | – | 600 | +100.0% | 0.05% | – |
| JPM | New | JPMORGAN CHASE & CO COM | $20,000 | – | 150 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC COM | $6,000 | – | 72 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | 8 | Q3 2023 | 27.1% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2023 | 7.4% |
| ISHARES NATIONAL MUNI BOND ETF | 8 | Q3 2023 | 9.8% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 8 | Q3 2023 | 6.8% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 8 | Q3 2023 | 5.8% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 8 | Q3 2023 | 6.0% |
| ISHARES GLOBAL REIT ETF | 8 | Q3 2023 | 6.9% |
| SPDR S&P 500 ETF TRUST | 8 | Q3 2023 | 6.3% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 8 | Q3 2023 | 5.2% |
| VANGUARD FTSE EMERGING MARKETS ETF | 8 | Q3 2023 | 4.6% |
View Morton Brown Family Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-11 |
View Morton Brown Family 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.