Bryant Woods Investment Advisors

Bryant Woods Investment Advisors as of June 30, 2023

Portfolio Holdings for Bryant Woods Investment Advisors

Bryant Woods Investment Advisors holds 42 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.1 $31M 70k 445.74
Ishares Tr Core S&p Mcp Etf (IJH) 14.6 $21M 78k 261.51
Ishares Tr Core S&p Scp Etf (IJR) 9.5 $13M 134k 99.65
Apple (AAPL) 8.6 $12M 62k 193.97
Ishares Core Msci Emkt (IEMG) 6.8 $9.5M 193k 49.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $9.0M 22k 407.26
Ishares Msci Gbl Min Vol (ACWV) 4.6 $6.4M 66k 98.05
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $6.1M 42k 144.27
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 3.9 $5.5M 63k 88.55
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.3 $4.6M 50k 91.89
Digimarc Corporation (DMRC) 1.4 $2.0M 69k 29.44
Ishares Tr Core Msci Eafe (IEFA) 1.3 $1.8M 27k 67.50
Linde SHS (LIN) 1.0 $1.4M 3.6k 381.10
Fidelity Covington Trust Momentum Factr (FDMO) 1.0 $1.4M 28k 48.36
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $1.4M 18k 74.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.0M 3.0k 341.00
Amazon (AMZN) 0.7 $1.0M 7.9k 130.36
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.0M 2.00 517810.00
M&T Bank Corporation (MTB) 0.7 $989k 8.0k 123.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $820k 15k 56.08
Life Storage Inc reit 0.6 $795k 6.0k 132.95
L3harris Technologies (LHX) 0.6 $783k 4.0k 195.77
Fidelity Covington Trust Low Volity Etf (FDLO) 0.5 $700k 14k 50.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $699k 8.4k 83.56
Union Pacific Corporation (UNP) 0.5 $655k 3.2k 204.62
Ishares Tr Glb Infrastr Etf (IGF) 0.5 $640k 14k 46.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $607k 1.4k 443.34
Microsoft Corporation (MSFT) 0.4 $548k 1.6k 340.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $522k 7.2k 72.62
Ishares Msci Emerg Mrkt (EEMV) 0.3 $479k 8.7k 54.98
White Mountains Insurance Gp (WTM) 0.3 $472k 340.00 1388.91
Vanguard Index Fds Value Etf (VTV) 0.3 $381k 2.7k 142.10
PPG Industries (PPG) 0.3 $356k 2.4k 148.30
Moog Cl A (MOG.A) 0.2 $340k 3.1k 108.43
Johnson & Johnson (JNJ) 0.2 $299k 1.8k 165.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $286k 775.00 369.42
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $286k 1.9k 148.82
Select Sector Spdr Tr Technology (XLK) 0.2 $263k 1.5k 173.83
Tesla Motors (TSLA) 0.2 $251k 959.00 261.77
Merck & Co (MRK) 0.1 $207k 1.8k 115.41
Obsidian Energy (OBE) 0.0 $60k 10k 5.83
22nd Centy 0.0 $4.8k 13k 0.38