Brickley Wealth Management

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

Portfolio Holdings for Brickley Wealth Management

Companies in the Brickley Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Charlotte Fds intl bd idx etf (BNDX) 15.73 673.16k 56.26
Vanguard Value ETF (VTV) 15.09 408.10k 89.06
Vanguard Short-Term Bond ETF (BSV) 13.41 392.88k +4% 82.18
iShares Russell 1000 Growth Index (IWF) 8.27 132.22k 150.65
Apple (AAPL) 5.80 54.94k 254.28
Ishares Tr eafe min volat (EFAV) 4.10 159.23k +7% 62.05
Vanguard Growth ETF (VUG) 3.67 56.34k 156.69
iShares MSCI EAFE Index Fund (EFA) 3.20 144.23k 53.46
Vanguard Small-Cap Growth ETF (VBK) 3.16 50.68k +5% 150.30
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.13 150.88k +15% 49.89
Vanguard Mid-Cap Value ETF (VOE) 2.85 84.37k 81.29
Schwab Intl Small Cap Equity ETF (SCHC) 2.58 254.28k NEW 24.40
Vanguard Small-Cap Value ETF (VBR) 2.46 66.84k +8% 88.80
Ishares Tr usa min vo (USMV) 2.18 97.35k +256% 54.01
Vanguard Intermediate-Term Bond ETF (BIV) 2.07 55.72k +8% 89.34
Vanguard Mortgage Bkd Sects ETF (VMBS) 1.90 83.97k +11% 54.50
Vanguard Emerging Markets ETF (VWO) 1.89 135.64k -15% 33.55
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.86 100.13k -55% 44.83
Ishares Tr edge msci minm (SMMV) 1.25 116.06k +675% 25.86
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.93 21.13k NEW 106.47
Spdr S&p 500 Etf (SPY) 0.74 6.91k +43% 257.81
Vanguard Small-Cap ETF (VB) 0.69 14.45k -16% 115.44
Illumina (ILMN) 0.58 5.15k 273.10
Invesco Qqq Trust Series 1 (QQQ) 0.58 7.36k +16% 190.44
iShares Russell Midcap Growth Idx. (IWP) 0.37 7.24k -2% 121.53
iShares Russell 3000 Value Index (IUSV) 0.26 13.51k NEW 46.19
Ishares Tr int dev mom fc (IMTM) 0.23 20.79k NEW 26.45
Microsoft Corporation (MSFT) 0.15 2.33k +2% 157.71
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.13 6.83k NEW 45.86
Vanguard Europe Pacific ETF (VEA) 0.12 9.04k NEW 33.30
iShares Lehman Aggregate Bond (AGG) 0.12 2.46k -52% 115.23
Intel Corporation (INTC) 0.11 5.07k 54.21
iShares Russell 3000 Index (IWV) 0.11 1.85k 148.57
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.10 2.96k -63% 78.38
Johnson & Johnson (JNJ) 0.09 1.66k -4% 131.09
Facebook Inc cl a (FB) 0.08 1.20k 166.67

Past Filings by Brickley Wealth Management

View past SEC 13F filings by Brickley Wealth Management

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