BROWN WEALTH MANAGEMENT, LLC - Q3 2018 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q3 2018
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD TAX-MANAGED FDS5Q2 202411.9%
SCHWAB STRATEGIC TR5Q2 202411.9%
VANGUARD INDEX FDS5Q2 20249.7%
VANGUARD INDEX FDS5Q2 20248.9%
ISHARES TR5Q2 20245.5%
ISHARES TR5Q2 20244.7%
SCHWAB STRATEGIC TR5Q2 20244.3%
ISHARES TR5Q2 20244.3%
SCHWAB STRATEGIC TR5Q2 20243.2%
VANGUARD WHITEHALL FDS5Q2 20242.7%

View BROWN WEALTH MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-13
13F-HR2024-05-13
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-08

View BROWN WEALTH MANAGEMENT, LLC's complete filings history.

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