Braver Wealth Management

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

Companies in the Braver Wealth Management portfolio as of December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 14.20 388619 +22% 224.99
iShares S&P; MidCap 400 Index (IJH) 4.63 172579 +18% 165.34
Ishares Core Msci Eafe Etf core msci eafe 3.96 454717 -4% 53.63
SPDR S&P; 500 ETF (SPY) 3.76 103655 -4% 223.53
SPDR KBW Bank (KBE) 2.88 407640 +168% 43.47
Financial Select Sector SPDR (XLF) 2.86 756441 +5302% 23.25
Vaneck Vectors Semiconductor Etf semiconductor 2.17 186838 -3% 71.64
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 2.04 107148 +8% 117.18
Ishares Inc core msci emkt 1.91 276554 -19% 42.45
iShares iBoxx $ High Yid Corp Bond (HYG) 1.88 133427 +164% 86.55
iShares S&P; SmallCap 600 Index (IJR) 1.83 81749 -7% 137.52
Apple (AAPL) 1.58 83873 NEW 115.82
Pimco Total Return Etf totl 1.58 93587 -7% 104.13
Doubleline Total Etf etf 1.54 196187 -3% 48.39
iShares Lehman Aggregate Bond (AGG) 1.41 80474 -46% 108.06
Vanguard High Dividend Yield ETF (VYM) 1.23 99912 75.77
Exxon Mobil Corporation (XOM) 1.13 76759 +3% 90.26
iShares Russell 2000 Value Index (IWN) 1.13 58271 -5% 118.94
Energy Select Sector SPDR (XLE) 1.09 89324 NEW 75.32
JPMorgan Chase & Co. (JPM) 1.06 75543 86.30
Mortgage Reit Index real 1.05 153748 NEW 42.06
Alerian Mlp Etf(amlp) 1.04 508250 NEW 12.60
Abbvie 1.03 101589 62.62
Microsoft Corporation (MSFT) 1.01 100521 62.14
WisdomTree Japan Total Dividend Fd (DXJ) 0.99 123621 -7% 49.54
Vanguard Long Term Corporate Bond ETF (VCLT) 0.99 67993 -6% 89.35
Pimco Etf Tr 0-5 high yield 0.97 60036 -64% 99.86
Powershares Senior Loan Portfo mf 0.95 251537 -63% 23.36
Vanguard Value ETF (VTV) 0.93 61553 NEW 93.01
PowerShares Hgh Yield Corporate Bnd (PHB) 0.92 302094 NEW 18.79
Intel Corporation (INTC) 0.91 155000 36.27
General Electric Company (GE) 0.90 175791 +7% 31.60
Wells Fargo & Company (WFC) 0.89 99359 +3% 55.11
Pepsi (PEP) 0.86 50704 +48% 104.63
iShares MSCI EAFE Index Fund (EFA) 0.85 90452 -15% 57.73
iShares Barclays TIPS Bond Fund (TIP) 0.83 45187 NEW 113.17
iShares Russell 2000 Growth Index (IWO) 0.81 32488 NEW 153.93
Boeing Company (BA) 0.78 30770 NEW 155.67
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.78 43860 -70% 110.21
Bank of America Corporation (BAC) 0.74 207175 NEW 22.10
Schlumberger (SLB) 0.74 53979 +3% 83.96
Whirlpool Corporation (WHR) 0.72 24477 181.76
iShares Russell Midcap Index Fund (IWR) 0.71 24548 -15% 178.87
United Technologies Corporation (UTX) 0.68 38352 +3% 109.62
iShares Dow Jones Transport. Avg. (IYT) 0.68 25802 NEW 162.86
Ishares Msci Russia Capped E ishrmscirub 0.66 121747 NEW 33.52
Pfizer (PFE) 0.64 122286 +5% 32.48
iShares MSCI Brazil Index (EWZ) 0.62 114117 -7% 33.34
iShares MSCI Canada Index (EWC) 0.60 141774 NEW 26.15
BB&T; Corporation (BBT) 0.59 76752 NEW 47.02
Ishares Inc etp 0.58 122514 NEW 29.37
iShares FTSE/Xinhua China 25 Index (FXI) 0.57 101455 NEW 34.71
Amgen (AMGN) 0.57 23908 NEW 146.23
Cisco Systems (CSCO) 0.56 114967 +3% 30.22
Industrial SPDR (XLI) 0.54 53771 -7% 62.23
iShares Dow Jones US Tele (IYZ) 0.54 96650 NEW 34.50
Anthem 0.54 22940 NEW 143.77
International Paper Company (IP) 0.52 60879 53.06
iShares Russell 1000 Index (IWB) 0.52 25741 -10% 124.47
Gilead Sciences (GILD) 0.51 44041 -31% 71.62
Industries N shs - a - 0.51 36722 85.78
ISHARES TR MSCI Small Cap msci small cap 0.51 62561 +2% 49.84
Procter & Gamble Company (PG) 0.50 36637 +7% 84.07
Alphabet Inc Class A cs 0.48 3742 +5% 792.36
Chevron Corporation (CVX) 0.47 24838 +7% 117.68
Vanguard Europe Pacific ETF (VEA) 0.47 79743 +13% 36.54
Visa (V) 0.46 36204 +2% 78.03
WisdomTree Europe SmallCap Div Fd (DFE) 0.45 51028 -3% 54.62
Prudential Financial (PRU) 0.43 25160 104.05
Eaton 0.41 37539 +3% 67.08
Valero Energy Corporation (VLO) 0.40 36470 68.33
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.40 65488 -7% 37.21
Bristol Myers Squibb (BMY) 0.39 41538 58.45
Diageo (DEO) 0.39 22885 +549% 103.95
Johnson & Johnson (JNJ) 0.37 19595 +6% 115.23
KLA-Tencor Corporation (KLAC) 0.37 29179 +3% 78.69
BlackRock (BLK) 0.36 5806 380.64
Abbott Laboratories (ABT) 0.36 58488 NEW 38.42
CVS Caremark Corporation (CVS) 0.35 27602 -8% 78.91
Vanguard Small-Cap Growth ETF (VBK) 0.35 16378 +33% 133.17
Db-x Msci Japan Etf equity 0.33 54730 -3% 37.22
Fidelity Bond Etf 0.28 34855 NEW 49.81
V.F. Corporation (VFC) 0.27 31553 +4% 53.34
International Business Machines (IBM) 0.25 9261 +7% 165.96
SPDR KBW Regional Banking (KRE) 0.24 26461 -5% 55.55
iShares Dow Jones US Technology (IYW) 0.24 12525 -82% 120.24
iShares Russell 2000 Index (IWM) 0.23 10717 -5% 134.83
Health Care SPDR (XLV) 0.22 19954 +79% 68.96
SPDR S&P; World ex-US (GWL) 0.22 52448 25.70
SPDR EURO STOXX 50 ETF (FEZ) 0.21 38600 NEW 33.47
iShares MSCI Emerging Markets Indx (EEM) 0.18 31438 +18% 35.02
Goldman Sachs (GS) 0.18 4596 +5% 239.34
Illinois Tool Works (ITW) 0.18 9090 +18% 122.44
Vanguard Emerging Markets ETF (VWO) 0.17 30023 +146% 35.77
Vanguard Mid-Cap Value ETF (VOE) 0.17 10572 +19% 97.24
Alphabet Inc Class C cs 0.17 1322 +22% 771.56
SPDR S&P; Dividend (SDY) 0.16 11363 +4% 85.54
Target Corporation (TGT) 0.15 13067 +4% 72.24
3M Company (MMM) 0.14 4844 +4% 178.57
Verizon Communications (VZ) 0.14 16709 +7% 53.38
MasterCard Incorporated (MA) 0.12 7326 +12% 103.19
Berkshire Hathaway (BRK.B) 0.12 4614 NEW 162.98
Walgreen Boots Alliance 0.12 8736 +2% 82.76
Expeditors International of Washington (EXPD) 0.11 12764 +2% 52.96
McDonald's Corporation (MCD) 0.11 5639 +13% 121.65
Marsh & McLennan Companies (MMC) 0.11 9863 +17% 67.63
Vanguard Mid-Cap Growth ETF (VOT) 0.11 6553 +17% 105.60
Lincoln National Corporation (LNC) 0.10 9563 +50% 66.30
Merck & Co (MRK) 0.10 10921 +3% 58.88
QUALCOMM (QCOM) 0.10 9543 -11% 65.18
Danaher Corporation (DHR) 0.10 8204 +3% 77.89
Starbucks Corporation (SBUX) 0.09 9689 55.53
American Express Company (AXP) 0.08 6256 NEW 74.01
Dow Chemical Company (DOW) 0.08 8958 +3% 57.27
Fiserv (FISV) 0.08 4800 106.25
Vanguard Total Bond Market ETF (BND) 0.08 6420 80.84
SPDR S&P; International Small Cap (GWX) 0.08 17576 +8% 29.02
Etfs Precious Metals Basket phys pm bskt 0.08 8775 +11% 57.55
Walt Disney Company (DIS) 0.07 3847 NEW 104.24
Union Pacific Corporation (UNP) 0.07 4103 +10% 103.58
Emerson Electric (EMR) 0.07 7309 +25% 55.68
NIKE (NKE) 0.07 7989 +11% 50.82
iShares MSCI EMU Index (EZU) 0.07 12639 +56% 34.58
iShares Barclays Credit Bond Fund (CFT) 0.07 3730 NEW 109.12
iShares S&P; Global Energy Sector (IXC) 0.07 12000 34.83
Stryker Corporation (SYK) 0.06 2875 +21% 119.65
Vanguard Small-Cap Value ETF (VBR) 0.06 2884 +20% 121.01
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.06 9490 NEW 41.94
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.06 15000 23.20
AT&T; (T) 0.05 7579 NEW 42.49
Colgate-Palmolive Company (CL) 0.05 4800 65.42
Royal Dutch Shell (RDS.A) 0.05 5417 54.46
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.05 3512 -6% 85.71
Vanguard Admiral Fds Inc cmn 0.05 2508 -2% 111.24
Ishares Tr fltg rate nt 0.05 5971 50.75
Coca-Cola Company (KO) 0.04 5647 +18% 41.44
Costco Wholesale Corporation (COST) 0.04 1369 NEW 159.97
Rockwell Automation (ROK) 0.04 1783 NEW 134.60
SPDR S&P; MidCap 400 ETF (MDY) 0.04 902 +13% 301.55
Vanguard Total Stock Market ETF (VTI) 0.04 2243 NEW 115.47
First Tr Exchange-traded Fd cmn 0.04 4506 -93% 48.16
Vanguard Charlotte Fds intl bd idx etf 0.04 4052 NEW 54.29
Square Inc cl a 0.04 17000 13.65
Chubb 0.04 1891 NEW 132.21
Vaneck Vectors Amt-free Shrt M bdfund 0.04 14395 17.23

Past 13F-HR SEC Filings by Braver Wealth Management

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