$210 Million is the total value of BROWN WEALTH MANAGEMENT, LLC's 83 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | New | ISHARES TRmsci usa qlt fct | $6,806,822 | – | 51,649 | +100.0% | 3.24% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $6,759,097 | – | 50,620 | +100.0% | 3.22% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $5,342,703 | – | 60,240 | +100.0% | 2.54% | – |
| MLN | New | VANECK ETF TRUSTlong muni etf | $5,232,319 | – | 313,125 | +100.0% | 2.49% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $3,177,899 | – | 83,739 | +100.0% | 1.51% | – |
| MBB | New | ISHARES TRmbs etf | $1,921,549 | – | 21,639 | +100.0% | 0.92% | – |
| New | 2SEVENTY BIO INC | $196,000 | – | 50,000 | +100.0% | 0.09% | – | |
| FULC | New | FULCRUM THERAPEUTICS INC | $111,000 | – | 25,000 | +100.0% | 0.05% | – |
| TLRY | New | TILRAY BRANDS INC | $23,900 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.