Braver Wealth Management

Braver Wealth Management as of Dec. 31, 2013

Portfolio Holdings for Braver Wealth Management

Braver Wealth Management holds 74 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 20.7 $60M 323k 185.65
Spdr S&p 500 Etf (SPY) 12.3 $36M 193k 184.69
iShares MSCI EAFE Index Fund (EFA) 5.6 $16M 242k 67.09
iShares Lehman Aggregate Bond (AGG) 5.6 $16M 153k 106.43
iShares S&P MidCap 400 Index (IJH) 4.8 $14M 103k 133.81
iShares Russell 1000 Value Index (IWD) 4.6 $13M 142k 94.17
Powershares Senior Loan Portfo mf 3.5 $10M 404k 24.88
iShares S&P SmallCap 600 Index (IJR) 3.1 $9.0M 83k 109.13
iShares Dow Jones US Technology (IYW) 2.8 $8.1M 92k 88.44
Financial Select Sector SPDR (XLF) 2.6 $7.5M 341k 21.87
iShares MSCI Emerging Markets Indx (EEM) 1.9 $5.4M 129k 41.80
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.8 $5.1M 45k 114.18
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 1.7 $4.8M 83k 57.74
Vanguard European ETF (VGK) 1.6 $4.6M 78k 58.80
Health Care SPDR (XLV) 1.1 $3.3M 59k 55.45
WisdomTree Emerging Markets Eq (DEM) 1.1 $3.3M 64k 51.03
iShares Russell 2000 Value Index (IWN) 1.1 $3.2M 32k 99.47
Apple Computer 1.1 $3.1M 5.5k 561.11
Consumer Discretionary SPDR (XLY) 1.0 $2.9M 43k 66.90
iShares iBoxx $ High Yid Corp Bond (HYG) 1.0 $2.9M 31k 92.87
SPDR DJ Wilshire REIT (RWR) 0.8 $2.5M 35k 71.28
Intel Corporation (INTC) 0.8 $2.4M 92k 25.96
iShares Russell 2000 Index (IWM) 0.8 $2.3M 20k 115.37
Microsoft Corporation (MSFT) 0.7 $1.9M 52k 37.41
iShares Russell Midcap Index Fund (IWR) 0.7 $1.9M 13k 149.98
iShares Dow Jones US Financial (IYF) 0.6 $1.9M 23k 80.17
SPDR S&P World ex-US (SPDW) 0.6 $1.8M 63k 29.33
Vanguard Total Bond Market ETF (BND) 0.6 $1.7M 22k 80.03
Abbvie (ABBV) 0.6 $1.7M 33k 52.80
Exxon Mobil Corporation (XOM) 0.6 $1.7M 17k 101.20
Foot Locker (FL) 0.6 $1.7M 41k 41.43
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.6 $1.7M 33k 50.98
General Electric Company 0.6 $1.6M 59k 28.03
Energizer Holdings 0.5 $1.6M 14k 108.23
Cisco Systems (CSCO) 0.5 $1.5M 68k 22.42
U.S. Bancorp (USB) 0.5 $1.5M 36k 40.39
Caterpillar (CAT) 0.5 $1.5M 16k 90.81
Deere & Company (DE) 0.5 $1.5M 16k 91.35
Bb&t Corp 0.5 $1.5M 39k 37.31
At&t (T) 0.5 $1.4M 41k 35.15
Wells Fargo & Company (WFC) 0.5 $1.4M 32k 45.40
Pfizer (PFE) 0.5 $1.4M 47k 30.64
Illinois Tool Works (ITW) 0.5 $1.4M 17k 84.07
E.I. du Pont de Nemours & Company 0.5 $1.4M 21k 64.96
Fifth Third Ban (FITB) 0.5 $1.4M 65k 21.03
Walgreen Company 0.4 $1.3M 22k 57.42
Federated Investors (FHI) 0.4 $1.3M 43k 28.80
Vanguard Emerging Markets ETF (VWO) 0.4 $1.2M 28k 41.16
Teva Pharmaceutical Industries (TEVA) 0.4 $1.1M 29k 40.08
EMC Corporation 0.4 $1.1M 45k 25.16
ConocoPhillips (COP) 0.3 $1.0M 14k 70.61
SPDR Barclays Capital High Yield B 0.3 $1.0M 25k 40.55
Chevron Corporation (CVX) 0.3 $953k 7.6k 124.85
Vanguard Europe Pacific ETF (VEA) 0.3 $893k 21k 41.69
Johnson & Johnson (JNJ) 0.3 $858k 9.4k 91.60
Abbott Laboratories 0.3 $867k 23k 38.32
Wal-Mart Stores (WMT) 0.3 $738k 9.4k 78.70
Coach 0.2 $727k 13k 56.16
SPDR S&P Dividend (SDY) 0.2 $729k 10k 72.62
SPDR Gold Trust (GLD) 0.2 $618k 5.3k 116.03
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $409k 11k 38.40
Vanguard Total Stock Market ETF (VTI) 0.1 $406k 4.2k 95.85
Regeneron Pharmaceuticals (REGN) 0.1 $385k 1.4k 275.00
iShares Barclays TIPS Bond Fund (TIP) 0.1 $373k 3.4k 109.84
Utilities SPDR (XLU) 0.1 $306k 8.1k 37.92
iShares S&P Global Energy Sector (IXC) 0.1 $324k 7.5k 43.20
iShares Gold Trust 0.1 $296k 25k 11.70
iShares S&P GSCI Commodity-Indexed (GSG) 0.1 $276k 8.6k 32.21
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.1 $302k 9.8k 30.68
JPMorgan Chase & Co. (JPM) 0.1 $268k 4.6k 58.55
PowerShares Cleantech Portfolio 0.1 $243k 7.6k 31.77
Vanguard Dividend Appreciation ETF (VIG) 0.1 $215k 2.9k 75.31
iShares MSCI Germany Index Fund (EWG) 0.1 $213k 6.7k 31.70
WisdomTree Japan Total Dividend (DXJ) 0.1 $204k 4.0k 50.78