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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 62.09% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL, IUSV, IEF, VTIP, AMZN, SCHF, LRCX, AVDV, VBK, VTI.
Started 3 new stock positions in IEF, LRCX, AMZN.
Reduced shares in these 10 stocks: QQQ, VTV, IWF, VGIT, VT, USMV, MSFT, EFA, SCHG, SMMV.
Brickley Wealth Management was a net buyer of stock by $2.2M.
Brickley Wealth Management has $415M in assets under management (AUM), dropping by 10.58%.
Central Index Key (CIK): 0001712533

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Positions held by Brickley Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Brickley Wealth Management

Brickley Wealth Management holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	22.6	$94M		626k	149.50	View chart
Apple (AAPL)	14.0	$58M	+2%	302k	192.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	10.0	$42M		591k	70.35	View chart
Vanguard Index Fds Growth Etf (VUG)	8.8	$36M		117k	310.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.7	$28M		443k	62.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.6	$23M		95k	241.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.1	$21M		117k	179.97	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.7	$19M		41k	475.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.2	$17M	+2%	364k	47.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.9	$12M	-2%	40k	303.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.6	$11M		142k	75.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.1	$8.5M		109k	78.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$6.9M		47k	145.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$6.5M	-2%	110k	59.32	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$5.4M		34k	156.89	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	1.1	$4.5M		127k	35.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4M		59k	41.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$2.3M		11k	213.34	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$2.1M		30k	69.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.5M	-41%	3.7k	409.52	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.4M		42k	34.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.3M	+23%	35k	36.96	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$1.1M		13k	85.06	View chart
Microsoft Corporation (MSFT)	0.2	$1.0M	-5%	2.7k	376.04	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.0M	+282%	12k	84.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$984k		9.4k	104.46	View chart
Illumina (ILMN)	0.2	$879k		6.3k	139.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$695k	-11%	6.8k	102.88	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$646k	NEW	6.7k	96.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$519k	+17%	2.2k	237.23	View chart
Meta Platforms Cl A (META)	0.1	$492k		1.4k	353.96	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$422k		7.6k	55.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$407k	+8%	6.6k	61.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$349k		979.00	356.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$327k	+6%	4.0k	82.04	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$292k		3.3k	89.80	View chart
Amazon (AMZN)	0.1	$255k	NEW	1.7k	151.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$254k	-2%	2.6k	99.23	View chart
NVIDIA Corporation (NVDA)	0.1	$251k		507.00	495.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$234k	-2%	4.0k	58.33	View chart
Lam Research Corporation (LRCX)	0.1	$223k	NEW	285.00	783.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$222k	-3%	2.7k	82.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$218k		1.5k	140.93	View chart

Past Filings by Brickley Wealth Management

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

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
Brickley Wealth Management 2020 Q1 filed May 13, 2020

View all past filings

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