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Brickley Wealth Management

Latest statistics and disclosures from Brickley Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, AAPL, IEFA, VUG, AVDV, and represent 61.42% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV, VGIT, IEFA, VTIP, AVLV, SCHV, AVDV, VBK, VBR, EFAV.
Started 2 new stock positions in SCHV, AVLV.
Reduced shares in these 10 stocks: QQQ, IWF, MSFT, VUG, VB, META, VWO, SCHG, AGG, VOE.
Brickley Wealth Management was a net buyer of stock by $676k.
Brickley Wealth Management has $436M in assets under management (AUM), dropping by 5.23%.
Central Index Key (CIK): 0001712533

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Portfolio Holdings for Brickley Wealth Management

Brickley Wealth Management holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	23.5	$103M		629k	162.86	View chart
Apple (AAPL)	11.9	$52M		302k	171.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	10.1	$44M		594k	74.22	View chart
Vanguard Index Fds Growth Etf (VUG)	9.2	$40M		117k	344.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.7	$29M		445k	65.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.7	$25M		96k	260.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.2	$23M		117k	191.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.9	$21M		41k	523.07	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.0	$18M		368k	47.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.0	$13M		39k	337.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.6	$11M		142k	79.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.1	$9.1M		110k	83.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$7.4M		47k	155.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$7.0M	+8%	119k	58.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$6.4M		34k	187.35	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	1.1	$4.8M		127k	37.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$2.5M	-2%	11k	228.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4M		58k	41.77	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$2.2M	+2%	31k	70.88	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$1.7M		42k	39.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.4M		35k	39.02	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$1.2M		13k	93.19	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.1M		12k	90.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.1M		9.4k	114.14	View chart
Microsoft Corporation (MSFT)	0.2	$986k	-14%	2.3k	420.72	View chart
Illumina (ILMN)	0.2	$868k		6.3k	137.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$762k	+2%	6.9k	110.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$634k		6.7k	94.66	View chart
Meta Platforms Cl A (META)	0.1	$625k	-7%	1.3k	485.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$615k	+8%	2.4k	259.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$473k	-71%	1.1k	444.01	View chart
NVIDIA Corporation (NVDA)	0.1	$458k		507.00	903.56	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$439k		7.6k	57.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$417k		6.6k	63.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$416k		988.00	420.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$326k		4.0k	81.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$305k		3.3k	93.71	View chart
Amazon (AMZN)	0.1	$303k		1.7k	180.38	View chart
Lam Research Corporation (LRCX)	0.1	$277k		285.00	971.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$236k	-5%	2.4k	97.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$236k		1.5k	152.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$233k		4.0k	58.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$233k	-6%	2.5k	92.70	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$216k	NEW	3.4k	64.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$212k	NEW	2.8k	75.98	View chart

Past Filings by Brickley Wealth Management

SEC 13F filings are viewable for Brickley Wealth Management going back to 2017

Brickley Wealth Management 2024 Q1 filed April 19, 2024
Brickley Wealth Management 2023 Q4 filed Jan. 25, 2024
Brickley Wealth Management 2023 Q3 filed Oct. 27, 2023
Brickley Wealth Management 2023 Q2 filed July 11, 2023
Brickley Wealth Management 2023 Q1 filed April 28, 2023
Brickley Wealth Management 2022 Q4 filed Jan. 25, 2023
Brickley Wealth Management 2022 Q3 filed Nov. 1, 2022
Brickley Wealth Management 2022 Q2 filed July 29, 2022
Brickley Wealth Management 2022 Q1 filed April 25, 2022
Brickley Wealth Management 2021 Q4 filed Jan. 25, 2022
Brickley Wealth Management 2021 Q3 filed Oct. 26, 2021
Brickley Wealth Management 2021 Q2 filed July 27, 2021
Brickley Wealth Management 2021 Q1 filed April 26, 2021
Brickley Wealth Management 2020 Q4 filed Jan. 20, 2021
Brickley Wealth Management 2020 Q3 filed Oct. 23, 2020
Brickley Wealth Management 2020 Q2 filed Aug. 12, 2020

View all past filings

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