$124 Million is the total value of Bryant Woods Investment Advisors, LLC's 36 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDLO | Sell | FIDELITY COVINGTON TRUSTlow volity etf | $3,238,000 | -76.2% | 64,758 | -75.2% | 2.61% | -75.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,260,000 | -32.9% | 29,131 | -30.0% | 1.82% | -30.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,163,000 | +14.5% | 3,295 | -3.1% | 0.94% | +18.3% |
| FDMO | Sell | FIDELITY COVINGTON TRUSTmomentum factr | $936,000 | -10.9% | 18,342 | -6.2% | 0.76% | -7.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $827,000 | -14.0% | 7,629 | -8.0% | 0.67% | -11.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $657,000 | -7.5% | 1,455 | -2.8% | 0.53% | -4.3% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $629,000 | -7.1% | 10,305 | -4.3% | 0.51% | -4.0% |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -6,664 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 22.1% |
| ISHARES TR | 8 | Q3 2023 | 16.3% |
| ISHARES TR | 8 | Q3 2023 | 10.2% |
| ISHARES INC | 8 | Q3 2023 | 8.4% |
| APPLE INC | 8 | Q3 2023 | 8.6% |
| ISHARES INC | 8 | Q3 2023 | 5.4% |
| ISHARES TR | 8 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
| VANGUARD ADMIRAL FDS INC | 8 | Q3 2023 | 4.0% |
| VANGUARD ADMIRAL FDS INC | 8 | Q3 2023 | 3.8% |
View Bryant Woods Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
View Bryant Woods Investment Advisors, 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.