 |
Size ($ in 1000's)
At 03/31/2024: $436,142
At 12/31/2023: $414,453
Brickley Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brickley Wealth Management 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Brickley Wealth Management top holdings by largest position size, as per the latest 13f filing made by Brickley Wealth Management.
In the Brickley Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Brickley Wealth Management in that top holding, then the share count change between reporting periods, and finally the Brickley Wealth Management top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTV) |
629,365 |
+3,335 |
$102,498 | | VTV | 629,365 | +3,335 | $102,498 | | APPLE INC |
302,274 |
+275 |
$51,834 | | AAPL | 302,274 | +275 | $51,834 | | ISHARES TR (IEFA) |
593,997 |
+3,355 |
$44,086 | | IEFA | 593,997 | +3,355 | $44,086 | | VANGUARD INDEX FDS (VUG) |
116,673 |
-314 |
$40,159 | | VUG | 116,673 | -314 | $40,159 | | AMERICAN CENTY ETF TR (AVDV) |
445,077 |
+1,953 |
$29,313 | | AVDV | 445,077 | +1,953 | $29,313 | | VANGUARD INDEX FDS (VBK) |
95,597 |
+431 |
$24,924 | | VBK | 95,597 | +431 | $24,924 | | VANGUARD INDEX FDS (VBR) |
117,294 |
+532 |
$22,506 | | VBR | 117,294 | +532 | $22,506 | | SPDR S&P 500 ETF TR (SPY) |
40,595 |
UNCH |
$21,234 | | SPY | 40,595 | UNCH | $21,234 | | VANGUARD MALVERN FDS (VTIP) |
368,386 |
+4,826 |
$17,642 | | VTIP | 368,386 | +4,826 | $17,642 | | ISHARES TR (IWF) |
38,998 |
-554 |
$13,144 | | IWF | 38,998 | -554 | $13,144 | | ISHARES TR (EFA) |
142,242 |
UNCH |
$11,359 | | EFA | 142,242 | UNCH | $11,359 | | ISHARES TR (USMV) |
109,457 |
+26 |
$9,148 | | USMV | 109,457 | +26 | $9,148 | | VANGUARD INDEX FDS (VOE) |
47,298 |
-35 |
$7,374 | | VOE | 47,298 | -35 | $7,374 | | VANGUARD SCOTTSDALE FDS (VGIT) |
119,263 |
+9,042 |
$6,983 | | VGIT | 119,263 | +9,042 | $6,983 | | ISHARES TR (MTUM) |
34,291 |
UNCH |
$6,424 | | MTUM | 34,291 | UNCH | $6,424 | | ISHARES TR (SMMV) |
126,844 |
+19 |
$4,750 | | SMMV | 126,844 | +19 | $4,750 | | VANGUARD INDEX FDS (VB) |
10,776 |
-229 |
$2,463 | | VB | 10,776 | -229 | $2,463 | | VANGUARD INTL EQUITY INDEX F (VWO) |
58,153 |
-547 |
$2,429 | | VWO | 58,153 | -547 | $2,429 | | ISHARES TR (EFAV) |
30,799 |
+669 |
$2,183 | | EFAV | 30,799 | +669 | $2,183 | | ISHARES TR (IMTM) |
42,248 |
UNCH |
$1,657 | | IMTM | 42,248 | UNCH | $1,657 | | SCHWAB STRATEGIC TR |
34,937 |
-61 |
$1,363 | | SCHF | 34,937 | -61 | $1,363 | | VANGUARD WORLD FD (ESGV) |
13,329 |
-28 |
$1,242 | | ESGV | 13,329 | -28 | $1,242 | | ISHARES TR (IUSV) |
12,023 |
UNCH |
$1,087 | | IUSV | 12,023 | UNCH | $1,087 | | ISHARES TR (IWP) |
9,396 |
-27 |
$1,072 | | IWP | 9,396 | -27 | $1,072 | | MICROSOFT CORP |
2,343 |
-387 |
$986 | | MSFT | 2,343 | -387 | $986 | | ILLUMINA INC |
6,324 |
+10 |
$868 | | ILMN | 6,324 | +10 | $868 | | VANGUARD INTL EQUITY INDEX F (VT) |
6,896 |
+143 |
$762 | | VT | 6,896 | +143 | $762 | | ISHARES TR (IEF) |
6,698 |
UNCH |
$634 | | IEF | 6,698 | UNCH | $634 | | META PLATFORMS INC |
1,286 |
-105 |
$624 | | META | 1,286 | -105 | $624 | | VANGUARD INDEX FDS (VTI) |
2,367 |
+181 |
$615 | | VTI | 2,367 | +181 | $615 | | INVESCO QQQ TR |
1,065 |
-2,669 |
$473 | | QQQ | 1,065 | -2,669 | $473 | | NVIDIA CORPORATION |
507 |
UNCH |
$458 | | NVDA | 507 | UNCH | $458 | | VANGUARD WORLD FD (VSGX) |
7,640 |
UNCH |
$439 | | VSGX | 7,640 | UNCH | $439 | | ISHARES TR (SCZ) |
6,582 |
UNCH |
$417 | | SCZ | 6,582 | UNCH | $417 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$415 | | BRK.B | 988 | +9 | $415 | | ISHARES TR (SHY) |
3,990 |
UNCH |
$326 | | SHY | 3,990 | UNCH | $326 | | AMERICAN CENTY ETF TR (AVUV) |
3,254 |
UNCH |
$305 | | AVUV | 3,254 | UNCH | $305 | | AMAZON COM INC |
1,679 |
UNCH |
$303 | | AMZN | 1,679 | UNCH | $303 | | LAM RESEARCH CORP |
285 |
UNCH |
$277 | | LRCX | 285 | UNCH | $277 | | ISHARES TR (AGG) |
2,411 |
-148 |
$236 | | AGG | 2,411 | -148 | $236 | | ALPHABET INC |
1,548 |
UNCH |
$236 | | GOOG | 1,548 | UNCH | $236 | | SCHWAB STRATEGIC TR |
2,509 |
-172 |
$233 | | SCHG | 2,509 | -172 | $233 | | VANGUARD SCOTTSDALE FDS (VGSH) |
4,008 |
UNCH |
$233 | | VGSH | 4,008 | UNCH | $233 | | AMERICAN CENTY ETF TR (AVLV) |
3,368 |
+3,368 |
$216 | | AVLV | 3,368 | +3,368 | $216 |
See Full List: All Stocks Held By Brickley Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Brickley Wealth Management
|
|
