Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 2 | Q3 2023 | 11.9% |
VANGUARD TAX-MANAGED FDS | 2 | Q3 2023 | 10.7% |
VANGUARD BD INDEX FDS | 2 | Q3 2023 | 8.6% |
ISHARES TR | 2 | Q3 2023 | 4.6% |
ISHARES TR | 2 | Q3 2023 | 4.4% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 3.9% |
VANGUARD INDEX FDS | 2 | Q3 2023 | 3.9% |
VANGUARD MUN BD FDS | 2 | Q3 2023 | 4.0% |
SCHWAB STRATEGIC TR | 2 | Q3 2023 | 3.2% |
ISHARES TR | 2 | Q3 2023 | 3.6% |
View BROWN WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-08 |
View BROWN WEALTH 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.