$118 Million is the total value of Brainard Capital Management LLC's 108 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Signatures
The EDGAR filing(s) were signed by:
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.