Braver Wealth Management

Braver Wealth Management as of March 31, 2014

Portfolio Holdings for Braver Wealth Management

Braver Wealth Management holds 76 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 19.0 $66M 352k 188.14
iShares Lehman Aggregate Bond (AGG) 10.1 $35M 326k 107.91
Spdr S&p 500 Etf (SPY) 9.6 $33M 179k 187.01
iShares Russell 2000 Value Index (IWN) 4.7 $17M 163k 100.84
iShares MSCI EAFE Index Fund (EFA) 4.7 $16M 244k 67.20
iShares Russell 1000 Value Index (IWD) 4.3 $15M 156k 96.50
iShares S&P MidCap 400 Index (IJH) 3.5 $12M 89k 137.47
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.4 $12M 107k 109.10
Powershares Senior Loan Portfo mf 2.9 $10M 396k 25.17
Financial Select Sector SPDR (XLF) 2.5 $8.8M 127k 69.67
Health Care SPDR (XLV) 2.5 $8.6M 148k 58.49
iShares S&P SmallCap 600 Index (IJR) 2.2 $7.8M 71k 110.15
PowerShares QQQ Trust, Series 1 2.1 $7.4M 84k 87.67
iShares Dow Jones US Pharm Indx (IHE) 1.8 $6.4M 51k 126.69
iShares MSCI Emerging Markets Indx (EEM) 1.5 $5.3M 130k 41.01
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.5 $5.3M 46k 116.94
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.5 $5.2M 101k 52.20
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 1.4 $4.8M 82k 59.38
Vanguard European ETF (VGK) 1.3 $4.6M 78k 58.95
Intel Corporation (INTC) 1.1 $3.9M 93k 42.43
WisdomTree Emerging Markets Eq (DEM) 1.0 $3.5M 71k 49.07
Apple Computer 0.9 $3.0M 5.6k 536.78
SPDR DJ Wilshire REIT (RWR) 0.8 $2.7M 34k 78.03
iShares Russell 2000 Index (IWM) 0.7 $2.3M 20k 116.36
Microsoft Corporation (MSFT) 0.6 $2.1M 52k 41.00
iShares Russell Midcap Index Fund (IWR) 0.6 $2.0M 13k 154.64
iShares Dow Jones US Technology (IYW) 0.6 $2.0M 22k 91.06
Foot Locker (FL) 0.5 $1.9M 40k 46.98
SPDR S&P World ex-US (SPDW) 0.5 $1.8M 62k 29.38
Abbvie (ABBV) 0.5 $1.6M 32k 51.38
Caterpillar (CAT) 0.5 $1.6M 16k 99.35
Energy Select Sector SPDR (XLE) 0.5 $1.6M 18k 89.05
General Electric Company 0.5 $1.6M 60k 25.90
Wells Fargo & Company (WFC) 0.5 $1.6M 32k 49.75
Bb&t Corp 0.5 $1.6M 39k 40.17
U.S. Bancorp (USB) 0.4 $1.5M 36k 42.85
Cisco Systems (CSCO) 0.4 $1.5M 69k 22.41
Teva Pharmaceutical Industries (TEVA) 0.4 $1.5M 29k 52.84
Deere & Company (DE) 0.4 $1.5M 17k 90.80
Amgen 0.4 $1.5M 12k 123.31
Pfizer (PFE) 0.4 $1.5M 46k 32.13
Fifth Third Ban (FITB) 0.4 $1.4M 63k 22.95
Total (TTE) 0.4 $1.4M 21k 65.62
Whirlpool Corporation (WHR) 0.4 $1.4M 9.1k 149.42
Coach 0.4 $1.3M 26k 49.67
Vanguard Emerging Markets ETF (VWO) 0.4 $1.3M 31k 40.58
ConocoPhillips (COP) 0.3 $1.2M 17k 70.38
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $1.1M 12k 94.41
Target Corporation (TGT) 0.3 $1.0M 17k 60.51
Vanguard Total Bond Market ETF (BND) 0.3 $1.0M 12k 81.21
Johnson & Johnson (JNJ) 0.3 $929k 9.5k 98.20
Chevron Corporation (CVX) 0.3 $934k 7.9k 118.97
SPDR Barclays Capital High Yield B 0.3 $953k 23k 41.32
Energizer Holdings 0.2 $879k 8.7k 100.74
Abbott Laboratories 0.2 $872k 23k 38.53
Lorillard 0.2 $826k 15k 54.09
SPDR S&P Dividend (SDY) 0.2 $739k 10k 73.55
E.I. du Pont de Nemours & Company 0.2 $708k 11k 67.02
SPDR Gold Trust (GLD) 0.2 $658k 5.3k 123.54
SPDR KBW Regional Banking (KRE) 0.1 $477k 12k 41.36
Regeneron Pharmaceuticals (REGN) 0.1 $420k 1.4k 300.00
Vanguard Total Stock Market ETF (VTI) 0.1 $414k 4.2k 97.48
Exxon Mobil Corporation (XOM) 0.1 $392k 4.0k 97.71
iShares NASDAQ Biotechnology Index (IBB) 0.1 $384k 1.6k 236.45
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.1 $347k 11k 30.79
iShares Gold Trust 0.1 $315k 25k 12.45
Market Vectors Gold Miners ETF 0.1 $320k 14k 23.60
Utilities SPDR (XLU) 0.1 $330k 8.0k 41.45
iShares Barclays TIPS Bond Fund (TIP) 0.1 $302k 2.7k 112.10
iShares S&P Global Energy Sector (IXC) 0.1 $328k 7.5k 43.73
iShares S&P GSCI Commodity-Indexed (GSG) 0.1 $283k 8.6k 33.02
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $202k 5.7k 35.74
At&t (T) 0.1 $209k 6.0k 35.07
Dow Chemical Company 0.1 $219k 4.5k 48.67
Phillips 66 (PSX) 0.1 $220k 2.9k 76.92
Vanguard Europe Pacific ETF (VEA) 0.1 $178k 12k 15.36