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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 63.99% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV, VNQ, LMT, VTI, VTIP, VBK, AVUV, SHY, IEFA, SMMV.
Started 2 new stock positions in LMT, VNQ.
Reduced shares in these 10 stocks: SPY, MTUM, AAPL, USMV, IWF, VBR, IMTM, MSFT, VOE, SCHF.
Brickley Wealth Management was a net seller of stock by $-615k.
Brickley Wealth Management has $490M in assets under management (AUM), dropping by 7.34%.
Central Index Key (CIK): 0001712533

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Portfolio Holdings for Brickley Wealth Management

Brickley Wealth Management holds 48 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	22.5	$110M		632k	174.57	View chart
Apple (AAPL)	16.5	$81M		346k	233.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.5	$47M		597k	78.05	View chart
Vanguard Index Fds Growth Etf (VUG)	9.1	$45M		116k	383.93	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.4	$32M		446k	70.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.2	$26M		96k	267.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.8	$24M		118k	200.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.6	$23M	-3%	39k	573.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.8	$19M		375k	49.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.6	$13M		34k	375.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.4	$12M		142k	83.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.0	$9.7M	-2%	107k	91.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$7.9M		47k	167.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$7.5M		124k	60.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$6.4M	-8%	32k	202.76	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	1.1	$5.2M		128k	40.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.8M		58k	47.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.4M		10k	237.21	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$2.4M		31k	76.70	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.6M	-3%	41k	40.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.4M	-2%	34k	41.12	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$1.3M		13k	101.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.1M		12k	95.49	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.1M	-3%	9.0k	117.29	View chart
Illumina (ILMN)	0.2	$1.0M		7.9k	130.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$934k	+25%	3.3k	283.15	View chart
Microsoft Corporation (MSFT)	0.2	$852k	-5%	2.0k	430.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$829k		6.9k	119.70	View chart
Meta Platforms Cl A (META)	0.1	$713k		1.2k	572.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$657k		6.7k	98.12	View chart
NVIDIA Corporation (NVDA)	0.1	$568k	-6%	4.7k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$520k		1.1k	488.07	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$466k		7.6k	61.51	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$445k		6.6k	67.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$441k		958.00	460.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$425k	+28%	5.1k	83.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$419k	+34%	4.4k	95.95	View chart
Amazon (AMZN)	0.1	$294k	-7%	1.6k	186.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$264k		2.5k	104.16	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$255k	+15%	3.9k	65.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$255k	+4%	2.5k	101.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$250k	-3%	1.5k	167.19	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$237k		4.0k	59.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$235k	NEW	2.4k	97.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$232k	+3%	2.9k	80.37	View chart
Lam Research Corporation (LRCX)	0.0	$229k		280.00	816.08	View chart
Lockheed Martin Corporation (LMT)	0.0	$216k	NEW	370.00	584.56	View chart
Kla Corp Com New (KLAC)	0.0	$201k		259.00	774.41	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 Q3 filed Nov. 4, 2024
Brickley Wealth Management 2024 Q2 filed July 22, 2024
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

View all past filings

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