Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UBER TECHNOLOGIES INC | 2 | Q1 2023 | 14.9% |
AMERICAN CENTY ETF TR | 2 | Q1 2023 | 8.3% |
UPSTART HLDGS INC | 2 | Q1 2023 | 4.8% |
AMAZON COM INC | 2 | Q1 2023 | 4.4% |
DIMENSIONAL ETF TRUST | 2 | Q1 2023 | 4.4% |
BLACKSTONE SECD LENDING FD | 2 | Q1 2023 | 3.8% |
DIMENSIONAL ETF TRUST | 2 | Q1 2023 | 3.7% |
AMERICAN CENTY ETF TR | 2 | Q1 2023 | 3.4% |
AMERICAN CENTY ETF TR | 2 | Q1 2023 | 3.1% |
AMERICAN CENTY ETF TR | 2 | Q1 2023 | 2.9% |
View Brainard Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-05-09 |
13F-HR | 2023-02-08 |
View Brainard Capital Management 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.