| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 5 | Q2 2024 | 11.9% |
| SCHWAB STRATEGIC TR | 5 | Q2 2024 | 11.9% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 9.7% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 8.9% |
| ISHARES TR | 5 | Q2 2024 | 5.5% |
| ISHARES TR | 5 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 5 | Q2 2024 | 4.3% |
| ISHARES TR | 5 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 5 | Q2 2024 | 3.2% |
| VANGUARD WHITEHALL FDS | 5 | Q2 2024 | 2.7% |
View BROWN WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 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.