Braver Wealth Management

Braver Wealth Management as of Dec. 31, 2014

Portfolio Holdings for Braver Wealth Management

Braver Wealth Management holds 84 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 21.9 $107M 516k 206.87
iShares Lehman Aggregate Bond (AGG) 8.8 $43M 392k 110.12
Spdr S&p 500 Etf (SPY) 5.7 $28M 135k 205.54
iShares S&P MidCap 400 Index (IJH) 4.4 $22M 148k 144.80
Powershares Senior Loan Portfo mf 3.8 $19M 775k 24.03
Pimco Etf Tr 0-5 high yield (HYS) 3.7 $18M 179k 100.83
iShares MSCI EAFE Index Fund (EFA) 3.6 $18M 292k 60.84
iShares S&P SmallCap 600 Index (IJR) 2.8 $14M 121k 114.06
Health Care SPDR (XLV) 2.6 $13M 189k 68.38
Market Vectors Semiconductor E 2.6 $13M 233k 54.62
iShares Dow Jones US Pharm Indx (IHE) 2.5 $12M 82k 151.40
iShares Russell 2000 Index (IWM) 2.5 $12M 101k 119.62
PowerShares QQQ Trust, Series 1 2.2 $11M 105k 103.25
iShares Russell 2000 Value Index (IWN) 2.2 $11M 107k 101.68
iShares NASDAQ Biotechnology Index (IBB) 1.9 $9.4M 31k 303.35
iShares iBoxx $ High Yid Corp Bond (HYG) 1.7 $8.3M 93k 89.60
Utilities SPDR (XLU) 1.6 $7.6M 160k 47.22
Consumer Staples Select Sect. SPDR (XLP) 1.5 $7.2M 149k 48.49
iShares MSCI Emerging Markets Indx (EEM) 1.4 $6.6M 168k 39.29
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.4 $6.6M 55k 119.42
Apple Computer 1.1 $5.4M 49k 110.37
Vanguard European ETF (VGK) 1.0 $4.9M 93k 52.41
iShares Dow Jones US Technology (IYW) 0.9 $4.6M 44k 104.41
Vanguard Europe Pacific ETF (VEA) 0.9 $4.4M 117k 37.88
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.9 $4.3M 79k 55.33
SPDR DJ Wilshire REIT (RWR) 0.8 $4.1M 45k 90.90
Abbvie (ABBV) 0.8 $4.0M 60k 65.45
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.7 $3.4M 64k 53.11
Fifth Third Ban (FITB) 0.7 $3.3M 161k 20.38
iShares FTSE/Xinhua China 25 Index (FXI) 0.5 $2.5M 61k 41.61
Google 0.5 $2.4M 4.6k 530.56
iShares Dow Jones US Real Estate (IYR) 0.5 $2.5M 32k 76.85
Intel Corporation (INTC) 0.5 $2.4M 66k 36.29
Microsoft Corporation (MSFT) 0.5 $2.3M 50k 46.45
iShares Russell Midcap Index Fund (IWR) 0.5 $2.3M 14k 167.05
Cisco Systems (CSCO) 0.5 $2.2M 79k 27.81
Ishares Tr Phill Invstmrk (EPHE) 0.5 $2.2M 57k 38.20
U.S. Bancorp (USB) 0.4 $2.2M 48k 44.94
Teva Pharmaceutical Industries (TEVA) 0.4 $2.1M 37k 57.51
Medtronic 0.4 $2.1M 29k 72.21
Lorillard 0.4 $2.1M 34k 62.93
United Technologies Corporation 0.4 $2.0M 18k 115.00
iShares MSCI Thailand Index Fund (THD) 0.4 $2.1M 27k 77.46
Pfizer (PFE) 0.4 $2.0M 65k 31.15
Caterpillar (CAT) 0.4 $1.9M 21k 91.54
Amgen 0.4 $1.9M 12k 159.29
EMC Corporation 0.4 $1.8M 61k 29.74
SPDR S&P World ex-US (SPDW) 0.4 $1.8M 67k 26.90
ConocoPhillips (COP) 0.3 $1.5M 22k 69.04
Total (TTE) 0.3 $1.5M 30k 51.21
Energizer Holdings 0.3 $1.3M 11k 128.55
Chevron Corporation (CVX) 0.3 $1.3M 12k 112.15
Foot Locker (FL) 0.3 $1.3M 23k 56.17
CVS Caremark Corporation (CVS) 0.3 $1.3M 14k 96.33
General Electric Company 0.2 $1.2M 48k 25.27
Qualcomm (QCOM) 0.2 $1.1M 15k 74.36
E.I. du Pont de Nemours & Company 0.2 $1.0M 14k 73.97
Vanguard Total Bond Market ETF (BND) 0.2 $1.0M 13k 82.36
Bk Of America Corp 0.2 $977k 55k 17.89
iShares S&P Growth Allocation Fund (AOR) 0.2 $996k 25k 40.10
SPDR S&P Dividend (SDY) 0.2 $852k 11k 78.84
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $817k 18k 46.71
Spdr Euro Stoxx 50 Etf (FEZ) 0.1 $659k 18k 36.88
SPDR Gold Trust (GLD) 0.1 $557k 4.9k 113.60
Technology SPDR (XLK) 0.1 $475k 12k 41.36
SPDR KBW Regional Banking (KRE) 0.1 $471k 12k 40.69
SPDR Barclays Capital High Yield B 0.1 $505k 13k 38.61
Kinder Morgan (KMI) 0.1 $488k 12k 42.31
Exxon Mobil Corporation (XOM) 0.1 $417k 4.5k 92.44
iShares S&P Global Energy Sector (IXC) 0.1 $428k 12k 37.22
Regeneron Pharmaceuticals (REGN) 0.1 $374k 1.4k 267.14
Energy Select Sector SPDR (XLE) 0.1 $329k 4.2k 79.22
Financial Select Sector SPDR (XLF) 0.1 $346k 14k 24.71
iShares Gold Trust 0.1 $277k 24k 11.45
Ipath Dow Jones-aig Commodity (DJP) 0.1 $285k 9.5k 29.90
Vanguard Admiral Fds Inc cmn (IVOO) 0.1 $308k 3.2k 97.56
Abbott Laboratories 0.1 $266k 5.9k 45.09
Market Vectors Gold Miners ETF 0.1 $239k 13k 18.38
Vanguard Dividend Appreciation ETF (VIG) 0.1 $252k 3.1k 81.11
Ishares Tr fltg rate nt (FLOT) 0.1 $259k 5.1k 50.64
Dow Chemical Company 0.0 $214k 4.7k 45.53
D American Elec Pwr In C Com Stk Common Stock 0 0.0 $213k 3.5k 60.86
Bb&t Corp 0.0 $210k 5.4k 38.84
Phillips 66 (PSX) 0.0 $202k 2.8k 71.71