Braver Wealth Management

Braver Wealth Management as of Dec. 31, 2016

Portfolio Holdings for Braver Wealth Management

Braver Wealth Management holds 145 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 14.2 $87M 389k 224.99
iShares S&P MidCap 400 Index (IJH) 4.6 $29M 173k 165.34
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.0 $24M 455k 53.63
Spdr S&p 500 Etf (SPY) 3.8 $23M 104k 223.53
SPDR KBW Bank (KBE) 2.9 $18M 408k 43.47
Financial Select Sector SPDR (XLF) 2.9 $18M 756k 23.25
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 2.2 $13M 187k 71.64
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.0 $13M 107k 117.18
Ishares Inc core msci emkt (IEMG) 1.9 $12M 277k 42.45
iShares iBoxx $ High Yid Corp Bond (HYG) 1.9 $12M 133k 86.55
iShares S&P SmallCap 600 Index (IJR) 1.8 $11M 82k 137.52
Apple (AAPL) 1.6 $9.7M 84k 115.82
Pimco Total Return Etf totl (BOND) 1.6 $9.7M 94k 104.13
Doubleline Total Etf etf (TOTL) 1.5 $9.5M 196k 48.39
iShares Lehman Aggregate Bond (AGG) 1.4 $8.7M 81k 108.06
Vanguard High Dividend Yield ETF (VYM) 1.2 $7.6M 100k 75.77
Exxon Mobil Corporation (XOM) 1.1 $6.9M 77k 90.26
iShares Russell 2000 Value Index (IWN) 1.1 $6.9M 58k 118.94
Energy Select Sector SPDR (XLE) 1.1 $6.7M 89k 75.32
JPMorgan Chase & Co. (JPM) 1.1 $6.5M 76k 86.30
Mortgage Reit Index real (REM) 1.1 $6.5M 154k 42.06
Alerian Mlp Etf 1.0 $6.4M 508k 12.60
Abbvie (ABBV) 1.0 $6.4M 102k 62.62
Microsoft Corporation (MSFT) 1.0 $6.2M 101k 62.14
WisdomTree Japan Total Dividend (DXJ) 1.0 $6.1M 124k 49.54
Vanguard Long Term Corporate Bond ETF (VCLT) 1.0 $6.1M 68k 89.35
Pimco Etf Tr 0-5 high yield (HYS) 1.0 $6.0M 60k 99.86
Powershares Senior Loan Portfo mf 0.9 $5.9M 252k 23.36
Vanguard Value ETF (VTV) 0.9 $5.7M 62k 93.01
PowerShares Hgh Yield Corporate Bnd 0.9 $5.7M 302k 18.79
Intel Corporation (INTC) 0.9 $5.6M 155k 36.27
General Electric Company 0.9 $5.6M 176k 31.60
Wells Fargo & Company (WFC) 0.9 $5.5M 99k 55.11
Pepsi (PEP) 0.9 $5.3M 51k 104.63
iShares MSCI EAFE Index Fund (EFA) 0.8 $5.2M 91k 57.73
iShares Barclays TIPS Bond Fund (TIP) 0.8 $5.1M 45k 113.17
iShares Russell 2000 Growth Index (IWO) 0.8 $5.0M 33k 153.93
Boeing Company (BA) 0.8 $4.8M 31k 155.67
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.8 $4.8M 44k 110.21
Bank of America Corporation (BAC) 0.7 $4.6M 207k 22.10
Schlumberger (SLB) 0.7 $4.5M 54k 83.96
Whirlpool Corporation (WHR) 0.7 $4.4M 25k 181.76
iShares Russell Midcap Index Fund (IWR) 0.7 $4.4M 25k 178.87
United Technologies Corporation 0.7 $4.2M 38k 109.62
iShares Dow Jones Transport. Avg. (IYT) 0.7 $4.2M 26k 162.86
Ishares Msci Russia Capped E ishrmscirub 0.7 $4.1M 122k 33.52
Pfizer (PFE) 0.6 $4.0M 122k 32.48
iShares MSCI Brazil Index (EWZ) 0.6 $3.8M 114k 33.34
iShares MSCI Canada Index (EWC) 0.6 $3.7M 142k 26.15
BB&T Corporation 0.6 $3.6M 77k 47.02
Ishares Inc etp (EWT) 0.6 $3.6M 123k 29.37
iShares FTSE/Xinhua China 25 Index (FXI) 0.6 $3.5M 102k 34.71
Amgen (AMGN) 0.6 $3.5M 24k 146.23
Cisco Systems (CSCO) 0.6 $3.5M 115k 30.22
Industrial SPDR (XLI) 0.5 $3.3M 54k 62.23
iShares Dow Jones US Tele (IYZ) 0.5 $3.3M 97k 34.50
Anthem (ELV) 0.5 $3.3M 23k 143.77
International Paper Company (IP) 0.5 $3.2M 61k 53.06
iShares Russell 1000 Index (IWB) 0.5 $3.2M 26k 124.47
Gilead Sciences (GILD) 0.5 $3.2M 44k 71.62
Industries N shs - a - (LYB) 0.5 $3.2M 37k 85.78
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.5 $3.1M 63k 49.84
Procter & Gamble Company (PG) 0.5 $3.1M 37k 84.07
Alphabet Inc Class A cs (GOOGL) 0.5 $3.0M 3.7k 792.36
Chevron Corporation (CVX) 0.5 $2.9M 25k 117.68
Vanguard Europe Pacific ETF (VEA) 0.5 $2.9M 80k 36.54
Visa (V) 0.5 $2.8M 36k 78.03
WisdomTree Europe SmallCap Div (DFE) 0.5 $2.8M 51k 54.62
Prudential Financial (PRU) 0.4 $2.6M 25k 104.05
Eaton (ETN) 0.4 $2.5M 38k 67.08
Valero Energy Corporation (VLO) 0.4 $2.5M 37k 68.33
iShares S&P US Pref Stock Idx Fnd (PFF) 0.4 $2.4M 66k 37.21
Bristol Myers Squibb (BMY) 0.4 $2.4M 42k 58.45
Diageo (DEO) 0.4 $2.4M 23k 103.95
Johnson & Johnson (JNJ) 0.4 $2.3M 20k 115.23
KLA-Tencor Corporation (KLAC) 0.4 $2.3M 29k 78.69
BlackRock 0.4 $2.2M 5.8k 380.64
Abbott Laboratories (ABT) 0.4 $2.2M 59k 38.42
CVS Caremark Corporation (CVS) 0.3 $2.2M 28k 78.91
Vanguard Small-Cap Growth ETF (VBK) 0.3 $2.2M 16k 133.17
Db-x Msci Japan Etf equity (DBJP) 0.3 $2.0M 55k 37.22
Fidelity Bond Etf (FBND) 0.3 $1.7M 35k 49.81
V.F. Corporation (VFC) 0.3 $1.7M 32k 53.34
International Business Machines (IBM) 0.2 $1.5M 9.3k 165.96
SPDR KBW Regional Banking (KRE) 0.2 $1.5M 27k 55.55
iShares Dow Jones US Technology (IYW) 0.2 $1.5M 13k 120.24
iShares Russell 2000 Index (IWM) 0.2 $1.4M 11k 134.83
Health Care SPDR (XLV) 0.2 $1.4M 20k 68.96
SPDR S&P World ex-US (SPDW) 0.2 $1.3M 52k 25.70
Spdr Euro Stoxx 50 Etf (FEZ) 0.2 $1.3M 39k 33.47
iShares MSCI Emerging Markets Indx (EEM) 0.2 $1.1M 31k 35.02
Goldman Sachs (GS) 0.2 $1.1M 4.6k 239.34
Illinois Tool Works (ITW) 0.2 $1.1M 9.1k 122.44
Vanguard Emerging Markets ETF (VWO) 0.2 $1.1M 30k 35.77
Vanguard Mid-Cap Value ETF (VOE) 0.2 $1.0M 11k 97.24
Alphabet Inc Class C cs (GOOG) 0.2 $1.0M 1.3k 771.56
SPDR S&P Dividend (SDY) 0.2 $972k 11k 85.54
Target Corporation (TGT) 0.1 $944k 13k 72.24
3M Company (MMM) 0.1 $865k 4.8k 178.57
Verizon Communications (VZ) 0.1 $892k 17k 53.38
MasterCard Incorporated (MA) 0.1 $756k 7.3k 103.19
Berkshire Hathaway (BRK.B) 0.1 $752k 4.6k 162.98
Walgreen Boots Alliance (WBA) 0.1 $723k 8.7k 82.76
Expeditors International of Washington (EXPD) 0.1 $676k 13k 52.96
McDonald's Corporation (MCD) 0.1 $686k 5.6k 121.65
Marsh & McLennan Companies (MMC) 0.1 $667k 9.9k 67.63
Vanguard Mid-Cap Growth ETF (VOT) 0.1 $692k 6.6k 105.60
Lincoln National Corporation (LNC) 0.1 $634k 9.6k 66.30
Merck & Co (MRK) 0.1 $643k 11k 58.88
Qualcomm (QCOM) 0.1 $622k 9.5k 65.18
Danaher Corporation (DHR) 0.1 $639k 8.2k 77.89
Starbucks Corporation (SBUX) 0.1 $538k 9.7k 55.53
American Express Company (AXP) 0.1 $463k 6.3k 74.01
Dow Chemical Company 0.1 $513k 9.0k 57.27
Fiserv (FI) 0.1 $510k 4.8k 106.25
Vanguard Total Bond Market ETF (BND) 0.1 $519k 6.4k 80.84
SPDR S&P International Small Cap (GWX) 0.1 $510k 18k 29.02
Etfs Precious Metals Basket phys pm bskt 0.1 $505k 8.8k 57.55
Walt Disney Company (DIS) 0.1 $401k 3.8k 104.24
Union Pacific Corporation (UNP) 0.1 $425k 4.1k 103.58
Emerson Electric (EMR) 0.1 $407k 7.3k 55.68
Nike (NKE) 0.1 $406k 8.0k 50.82
iShares MSCI EMU Index (EZU) 0.1 $437k 13k 34.58
iShares Barclays Credit Bond Fund (USIG) 0.1 $407k 3.7k 109.12
iShares S&P Global Energy Sector (IXC) 0.1 $418k 12k 34.83
Stryker Corporation (SYK) 0.1 $344k 2.9k 119.65
Vanguard Small-Cap Value ETF (VBR) 0.1 $349k 2.9k 121.01
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.1 $398k 9.5k 41.94
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.1 $348k 15k 23.20
At&t (T) 0.1 $322k 7.6k 42.49
Colgate-Palmolive Company (CL) 0.1 $314k 4.8k 65.42
Royal Dutch Shell 0.1 $295k 5.4k 54.46
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $301k 3.5k 85.71
Vanguard Admiral Fds Inc cmn (IVOO) 0.1 $279k 2.5k 111.24
Ishares Tr fltg rate nt (FLOT) 0.1 $303k 6.0k 50.75
Coca-Cola Company (KO) 0.0 $234k 5.6k 41.44
Costco Wholesale Corporation (COST) 0.0 $219k 1.4k 159.97
Rockwell Automation (ROK) 0.0 $240k 1.8k 134.60
SPDR S&P MidCap 400 ETF (MDY) 0.0 $272k 902.00 301.55
Vanguard Total Stock Market ETF (VTI) 0.0 $259k 2.2k 115.47
First Tr Exchange-traded Fd cmn (HYLS) 0.0 $217k 4.5k 48.16
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.0 $220k 4.1k 54.29
Square Inc cl a (SQ) 0.0 $232k 17k 13.65
Chubb (CB) 0.0 $250k 1.9k 132.21
Vaneck Vectors Amt-free Shrt M bdfund (SMB) 0.0 $248k 14k 17.23