Braun-Bostich & Associates

Braun-Bostich & Associates as of March 31, 2026

Portfolio Holdings for Braun-Bostich & Associates

Braun-Bostich & Associates holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.8 $9.3M 108k 86.69
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.3 $6.8M 118k 58.18
Spdr Series Trust State Street Spd (SPYV) 4.1 $6.6M 116k 56.58
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.0 $6.3M 132k 48.05
Blackrock Etf Trust Ishares Intl Ctr (CORO) 3.9 $6.2M 194k 32.15
Spdr Series Trust State Street Spd (SPYG) 3.8 $6.1M 63k 97.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.9M 9.9k 597.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $5.0M 26k 191.81
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.9 $4.7M 78k 59.55
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $4.6M 56k 82.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.8 $4.5M 66k 68.28
Ishares Core Msci Emkt (IEMG) 2.8 $4.5M 64k 69.75
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.4 $3.8M 77k 49.81
Ishares Tr Eafe Value Etf (EFV) 2.2 $3.6M 48k 74.35
Blackrock Etf Trust Ishares A I Inno (BAI) 1.9 $3.1M 94k 32.95
Blackrock Etf Trust Ishares Us Thema (THRO) 1.9 $3.0M 84k 36.22
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $2.9M 12k 239.99
Global X Fds Defense Tech Etf (SHLD) 1.5 $2.5M 35k 70.84
Ishares Tr Mbs Etf (MBB) 1.5 $2.5M 26k 94.95
NVR (NVR) 1.5 $2.3M 352.00 6589.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $2.3M 29k 79.27
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.4 $2.2M 22k 100.72
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $2.0M 42k 46.74
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $1.8M 20k 93.93
Microsoft Corporation (MSFT) 1.1 $1.8M 4.9k 370.17
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.8M 67k 26.61
Broadcom (AVGO) 1.1 $1.8M 5.8k 309.51
Blackrock Etf Trust Ishares Large Ca (BLCR) 1.0 $1.7M 41k 41.06
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.6M 76k 21.49
Apple (AAPL) 1.0 $1.6M 6.4k 253.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.6M 30k 54.05
Johnson & Johnson (JNJ) 1.0 $1.6M 6.5k 244.44
Ishares Gold Tr Ishares New (IAU) 1.0 $1.6M 18k 88.16
Exxon Mobil Corporation (XOM) 0.9 $1.5M 8.5k 169.66
Ishares Tr Broad Usd High (USHY) 0.9 $1.4M 37k 36.84
NVIDIA Corporation (NVDA) 0.8 $1.3M 7.6k 174.40
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $1.3M 24k 51.93
Amazon (AMZN) 0.7 $1.1M 5.4k 208.27
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.0M 3.5k 287.56
Wal-Mart Stores (WMT) 0.6 $941k 7.6k 124.28
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.6 $939k 24k 39.68
Lam Research Corp Com New (LRCX) 0.6 $929k 4.4k 213.66
Ishares Tr Core Intl Aggr (IAGG) 0.6 $902k 18k 50.04
Tesla Motors (TSLA) 0.6 $889k 2.4k 371.75
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $841k 9.0k 93.74
Caterpillar (CAT) 0.5 $835k 1.2k 708.46
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $820k 7.5k 109.69
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $793k 1.2k 650.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $769k 13k 58.54
Meta Platforms Cl A (META) 0.5 $734k 1.3k 572.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $698k 1.5k 479.20
JPMorgan Chase & Co. (JPM) 0.4 $672k 2.3k 294.16
Ishares Tr Europe Etf (IEV) 0.4 $623k 9.2k 67.94
Home Depot (HD) 0.3 $556k 1.7k 328.79
Applied Materials (AMAT) 0.3 $551k 1.6k 341.79
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $520k 5.2k 100.17
Ishares Tr National Mun Etf (MUB) 0.3 $512k 4.8k 106.15
Procter & Gamble Company (PG) 0.3 $489k 3.4k 144.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $477k 10k 46.95
Costco Wholesale Corporation (COST) 0.3 $466k 468.00 996.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $450k 5.7k 78.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $441k 6.9k 64.08
Eli Lilly & Co. (LLY) 0.3 $439k 477.00 919.77
TJX Companies (TJX) 0.3 $434k 2.7k 159.70
Vanguard Index Fds Growth Etf (VUG) 0.3 $423k 969.00 436.79
Ishares Tr Conv Bd Etf (ICVT) 0.3 $408k 4.0k 101.79
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $394k 17k 23.14
Mastercard Incorporated Cl A (MA) 0.2 $392k 784.00 499.66
Merck & Co (MRK) 0.2 $391k 3.3k 120.29
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $389k 8.2k 47.55
United Bankshares (UBSI) 0.2 $381k 9.2k 41.42
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.2 $381k 5.4k 70.14
Netflix (NFLX) 0.2 $376k 3.9k 96.15
Pepsi (PEP) 0.2 $371k 2.4k 155.29
McDonald's Corporation (MCD) 0.2 $359k 1.2k 310.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $358k 620.00 577.18
Ishares Tr S&p 100 Etf (OEF) 0.2 $347k 1.1k 318.07
Ishares Tr Systematic Bd Et (SYSB) 0.2 $345k 3.9k 89.00
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $344k 2.6k 132.90
Parker-Hannifin Corporation (PH) 0.2 $344k 384.00 895.24
Novartis Sponsored Adr (NVS) 0.2 $335k 2.2k 152.75
Cisco Systems (CSCO) 0.2 $334k 4.3k 77.59
Coca-Cola Company (KO) 0.2 $333k 4.4k 76.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $318k 6.4k 49.89
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $316k 8.7k 36.16
Alphabet Cap Stk Cl C (GOOG) 0.2 $314k 1.1k 286.86
Shell Spon Ads (SHEL) 0.2 $311k 3.3k 93.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $301k 5.3k 56.79
Abbvie (ABBV) 0.2 $299k 1.4k 217.49
Blackrock (BLK) 0.2 $299k 311.00 961.71
Visa Com Cl A (V) 0.2 $299k 988.00 302.24
Toronto Dominion Bk Ont Com New (TD) 0.2 $284k 3.0k 93.31
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $275k 2.8k 99.27
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.2 $275k 3.8k 71.61
Trane Technologies SHS (TT) 0.2 $265k 635.00 416.74
Southern Company (SO) 0.2 $264k 2.7k 96.52
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $256k 2.1k 121.19
Bank of New York Mellon Corporation (BK) 0.2 $256k 2.2k 118.63
Gilead Sciences (GILD) 0.2 $254k 1.8k 139.37
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.2 $253k 9.6k 26.27
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $251k 1.8k 141.42
Spdr Series Trust State Street Spd (TFI) 0.2 $251k 5.5k 45.34
CSX Corporation (CSX) 0.2 $249k 6.1k 41.05
Rbc Cad (RY) 0.2 $243k 1.5k 161.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $238k 3.5k 67.53
Wells Fargo & Company (WFC) 0.1 $238k 3.0k 79.61
3M Company (MMM) 0.1 $236k 1.6k 145.23
International Business Machines (IBM) 0.1 $234k 965.00 242.39
Lowe's Companies (LOW) 0.1 $227k 962.00 236.28
Qualcomm (QCOM) 0.1 $226k 1.8k 128.78
Altria (MO) 0.1 $224k 3.4k 65.99
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $222k 168.00 1320.83
Prologis (PLD) 0.1 $220k 1.7k 132.18
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $217k 3.9k 55.20
ConocoPhillips (COP) 0.1 $216k 1.6k 132.00
Spdr Series Trust State Street Spd (SPIB) 0.1 $215k 6.4k 33.54
Ishares Tr Core S&p500 Etf (IVV) 0.1 $215k 329.00 653.21
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $215k 4.0k 53.22
Public Service Enterprise (PEG) 0.1 $213k 2.6k 80.95
Verizon Communications (VZ) 0.1 $213k 4.2k 50.20
FedEx Corporation (FDX) 0.1 $212k 596.00 356.18
HSBC HLDGS Spon Adr New (HSBC) 0.1 $212k 2.6k 82.49
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $211k 3.6k 59.19
Vanguard Index Fds Large Cap Etf (VV) 0.1 $210k 704.00 298.85
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $208k 8.5k 24.29
Spdr Series Trust State Street Spd (SPSB) 0.1 $201k 6.7k 30.07