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Box Inc cl a shares owned by Brio Consultants

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Brio Consultants from 13F filings

Historical chart of Brio Consultants investment in Box Inc cl a

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All positions including Box Inc cl a held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Box Inc cl a by Brio Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $408k 14k 28.32
2023-12-31 $1.0M 40k 25.61

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Actively Managed Etf Total Return (GTO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Ishares Msci Emerg Mrkt (EEMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Brio Consultants

Top funds holding Box Inc cl a

Vanguard Group
Earnest Partners
Jpmorgan Chase & Co
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Dimensional Fund Advisors
Citadel Advisors
Jacobs Levy Equity Management
Credit Suisse
T. Rowe Price Associates
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Arrowstreet Capital, Limited Partnership
UBS Group

View all funds holding Box Inc cl a