BROWN WEALTH MANAGEMENT, LLC holdings history

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102 is the total number of securities BROWN WEALTH MANAGEMENT, LLC has owned. The longest BROWN WEALTH MANAGEMENT, LLC has owned a single stock is 2 quarters.

BROWN WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHX SCHWAB STRATEGIC TR229.91%10.93%11.94%Q2 2023Q3 20232
VEA VANGUARD TAX-MANAGED FDS2210.07%10.41%10.74%Q2 2023Q3 20232
BND VANGUARD BD INDEX FDS227.50%8.04%8.57%Q2 2023Q3 20232
MUB ISHARES TR223.79%4.22%4.65%Q2 2023Q3 20232
SUB ISHARES TR223.62%3.99%4.36%Q2 2023Q3 20232
VUG VANGUARD INDEX FDS222.88%3.40%3.92%Q2 2023Q3 20232
VTV VANGUARD INDEX FDS222.78%3.33%3.89%Q2 2023Q3 20232
VTEB VANGUARD MUN BD FDS221.88%2.93%3.99%Q2 2023Q3 20232
SCHA SCHWAB STRATEGIC TR222.58%2.89%3.19%Q2 2023Q3 20232
USMV ISHARES TR221.73%2.64%3.56%Q2 2023Q3 20232
IDEV ISHARES TR220.45%2.36%4.27%Q2 2023Q3 20232
VWOB VANGUARD WHITEHALL FDS221.79%2.19%2.59%Q2 2023Q3 20232
RSP INVESCO EXCHANGE TRADE...221.26%2.03%2.81%Q2 2023Q3 20232
VTIP VANGUARD MALVERN FDS221.94%2.02%2.10%Q2 2023Q3 20232
SCHO SCHWAB STRATEGIC TR221.63%1.80%1.97%Q2 2023Q3 20232
VWO VANGUARD INTL EQUITY I...220.24%1.48%2.72%Q2 2023Q3 20232
IEFA ISHARES TR221.32%1.36%1.40%Q2 2023Q3 20232
HYD VANECK ETF TRUST221.22%1.32%1.43%Q2 2023Q3 20232
EFAV ISHARES TR220.88%1.29%1.70%Q2 2023Q3 20232
EMLC VANECK ETF TRUST220.74%1.20%1.66%Q2 2023Q3 20232
SCHG SCHWAB STRATEGIC TR220.99%1.17%1.35%Q2 2023Q3 20232
SCHV SCHWAB STRATEGIC TR220.95%1.16%1.37%Q2 2023Q3 20232
HYMB SPDR SER TR220.56%1.08%1.61%Q2 2023Q3 20232
JNK SPDR SER TR220.94%1.02%1.10%Q2 2023Q3 20232
VBR VANGUARD INDEX FDS220.93%0.99%1.05%Q2 2023Q3 20232
VBK VANGUARD INDEX FDS220.75%0.89%1.03%Q2 2023Q3 20232
ACWV ISHARES INC220.14%0.89%1.64%Q2 2023Q3 20232
SPLV INVESCO EXCH TRADED FD...220.61%0.75%0.90%Q2 2023Q3 20232
SHM SPDR SER TR220.43%0.72%1.02%Q2 2023Q3 20232
AAPL APPLE INC220.60%0.71%0.81%Q2 2023Q3 20232
BKLN INVESCO EXCH TRADED FD...220.40%0.63%0.87%Q2 2023Q3 20232
BIL SPDR SER TR220.40%0.62%0.85%Q2 2023Q3 20232
PMAR INNOVATOR ETFS TR220.55%0.57%0.59%Q2 2023Q3 20232
PSEP INNOVATOR ETFS TR220.49%0.54%0.58%Q2 2023Q3 20232
IDLV INVESCO EXCH TRADED FD...220.30%0.52%0.74%Q2 2023Q3 20232
PJUN INNOVATOR ETFS TR220.49%0.51%0.53%Q2 2023Q3 20232
VTI VANGUARD INDEX FDS220.40%0.43%0.46%Q2 2023Q3 20232
LLY LILLY ELI & CO220.40%0.41%0.41%Q2 2023Q3 20232
PDEC INNOVATOR ETFS TR220.38%0.40%0.41%Q2 2023Q3 20232
ABBV ABBVIE INC220.32%0.32%0.33%Q2 2023Q3 20232
MSFT MICROSOFT CORP220.24%0.31%0.37%Q2 2023Q3 20232
IWV ISHARES TR220.25%0.26%0.28%Q2 2023Q3 20232
NOCT INNOVATOR ETFS TR220.25%0.26%0.27%Q2 2023Q3 20232
POCT INNOVATOR ETFS TR220.19%0.26%0.32%Q2 2023Q3 20232
WBA WALGREENS BOOTS ALLIAN...220.21%0.26%0.30%Q2 2023Q3 20232
ABT ABBOTT LABS220.22%0.25%0.28%Q2 2023Q3 20232
AMZN AMAZON COM INC220.20%0.25%0.30%Q2 2023Q3 20232
UOCT INNOVATOR ETFS TR220.24%0.25%0.25%Q2 2023Q3 20232
VOO VANGUARD INDEX FDS220.10%0.24%0.38%Q2 2023Q3 20232
EBND SPDR SER TR220.10%0.23%0.36%Q2 2023Q3 20232
PG PROCTER AND GAMBLE CO220.21%0.23%0.25%Q2 2023Q3 20232
IEMG ISHARES INC220.18%0.22%0.27%Q2 2023Q3 20232
JPM JPMORGAN CHASE & CO220.18%0.22%0.26%Q2 2023Q3 20232
GOOGL ALPHABET INC220.21%0.22%0.22%Q2 2023Q3 20232
PNOV INNOVATOR ETFS TR220.20%0.21%0.22%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR220.16%0.17%0.17%Q2 2023Q3 20232
DTE DTE ENERGY CO220.15%0.16%0.18%Q2 2023Q3 20232
BMAR INNOVATOR ETFS TR220.15%0.16%0.17%Q2 2023Q3 20232
IVW ISHARES TR220.14%0.16%0.17%Q2 2023Q3 20232
INNOVATOR ETFS TR220.14%0.14%0.15%Q2 2023Q3 20232
SNAP SNAP INC220.11%0.13%0.15%Q2 2023Q3 20232
TSLA TESLA INC220.12%0.13%0.14%Q2 2023Q3 20232
PFEB INNOVATOR ETFS TR220.12%0.12%0.13%Q2 2023Q3 20232
IVE ISHARES TR220.12%0.12%0.13%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION220.10%0.12%0.14%Q2 2023Q3 20232
KOCT INNOVATOR ETFS TR220.11%0.12%0.12%Q2 2023Q3 20232
ARDX ARDELYX INC220.10%0.11%0.12%Q2 2023Q3 20232
NAPR INNOVATOR ETFS TR220.11%0.11%0.12%Q2 2023Q3 20232
CVS CVS HEALTH CORP220.10%0.10%0.11%Q2 2023Q3 20232
VFMV VANGUARD WELLINGTON FD220.10%0.10%0.11%Q2 2023Q3 20232
GINKGO BIOWORKS HOLDIN...220.05%0.06%0.06%Q2 2023Q3 20232
CLSD CLEARSIDE BIOMEDICAL INC220.05%0.06%0.06%Q2 2023Q3 20232
LOOP MEDIA INC220.01%0.02%0.04%Q2 2023Q3 20232
GOEV CANOO INC220.01%0.01%0.01%Q2 2023Q3 20232
QUAL ISHARES TR113.24%3.24%3.24%Q3 2023Q3 20231
LGLV SPDR SER TR113.22%3.22%3.22%Q3 2023Q3 20231
TLT ISHARES TR112.54%2.54%2.54%Q3 2023Q3 20231
MLN VANECK ETF TRUST112.49%2.49%2.49%Q3 2023Q3 20231
HYLB DBX ETF TR111.64%1.64%1.64%Q2 2023Q2 20231
EEM ISHARES TR111.51%1.51%1.51%Q3 2023Q3 20231
MBB ISHARES TR110.92%0.92%0.92%Q3 2023Q3 20231
BCI ABRDN ETFS110.88%0.88%0.88%Q2 2023Q2 20231
USDU WISDOMTREE TR110.45%0.45%0.45%Q2 2023Q2 20231
JPST J P MORGAN EXCHANGE TR...110.41%0.41%0.41%Q2 2023Q2 20231
MGK VANGUARD WORLD FD110.30%0.30%0.30%Q2 2023Q2 20231
IWO ISHARES TR110.26%0.26%0.26%Q2 2023Q2 20231
MGV VANGUARD WORLD FD110.23%0.23%0.23%Q2 2023Q2 20231
AGG ISHARES TR110.20%0.20%0.20%Q2 2023Q2 20231
BSV VANGUARD BD INDEX FDS110.20%0.20%0.20%Q2 2023Q2 20231
SPLG SPDR SER TR110.18%0.18%0.18%Q2 2023Q2 20231
IWN ISHARES TR110.18%0.18%0.18%Q2 2023Q2 20231
PJUL INNOVATOR ETFS TR110.18%0.18%0.18%Q2 2023Q2 20231
EMB ISHARES TR110.17%0.17%0.17%Q2 2023Q2 20231
SPYG SPDR SER TR110.17%0.17%0.17%Q2 2023Q2 20231
PAUG INNOVATOR ETFS TR110.13%0.13%0.13%Q2 2023Q2 20231
CVX CHEVRON CORP NEW110.13%0.13%0.13%Q2 2023Q2 20231
BNDX VANGUARD CHARLOTTE FDS110.12%0.12%0.12%Q2 2023Q2 20231
SDY SPDR SER TR110.11%0.11%0.11%Q2 2023Q2 20231
GLD SPDR GOLD TR110.11%0.11%0.11%Q2 2023Q2 20231
2SEVENTY BIO INC110.09%0.09%0.09%Q3 2023Q3 20231
FULC FULCRUM THERAPEUTICS INC110.05%0.05%0.05%Q3 2023Q3 20231
TLRY TILRAY BRANDS INC110.01%0.01%0.01%Q3 2023Q3 20231
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The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD TAX-MANAGED FDS, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of BROWN WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by BROWN WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BROWN WEALTH MANAGEMENT, LLC owns currently or has owned in the past.