| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
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 | 2024-02-14 |
| 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.