HoldingsChannel.com
Brandywine Oak Private Wealth LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 167,373 +5,014 $36,077
     VGT167,373+5,014$36,077
SCHWAB STRATEGIC TR SHORT TERM US TREASURY ETF (SCHO) 633,613 +45,290 $32,054
     SCHO633,613+45,290$32,054
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 542,653 +72,776 $26,600
     IEMG542,653+72,776$26,600
ISHARES TRUST CORE MSCI EUROPE (IEUR) 539,411 +85,754 $24,672
     IEUR539,411+85,754$24,672
ISHARES TREASURY FLOATING RA (TFLO) 480,448 +31,463 $24,154
     TFLO480,448+31,463$24,154
SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06 24 2002 (XLV) 258,984 +8,270 $23,342
     XLV258,984+8,270$23,342
ISHARES TRUST ISHARES CORE MSCI (IPAC) 376,066 +9,022 $21,134
     IPAC376,066+9,022$21,134
VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS (VIS) 127,269 +2,629 $18,590
     VIS127,269+2,629$18,590
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS (XLF) 662,104 +10,295 $18,538
     XLF662,104+10,295$18,538
ISHARES GOLD TRUST ISHARES (IAU) 1,195,428 +4,327 $16,855
     IAU1,195,428+4,327$16,855
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF (IBDM) 632,780 +72,473 $15,819
     IBDM632,780+72,473$15,819
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF (IBDL) 614,178 +61,250 $15,581
     IBDL614,178+61,250$15,581
ISHARES IBONDS DEC 2019 TERM CORPORATE ETF (IBDK) 622,342 +57,513 $15,465
     IBDK622,342+57,513$15,465
VANGUARD WORLD FDS COMM SRVC ETF (VOX) 125,864 +2,847 $10,912
     VOX125,864+2,847$10,912
VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS (VCR) 58,499 +1,557 $10,536
     VCR58,499+1,557$10,536
ISHARES TR JP MOR EM MK ETF (EMB) 91,012 +30,330 $10,316
     EMB91,012+30,330$10,316
ISHARES TRUST GLOBAL REIT ETF (REET) 321,734 +321,734 $9,034
     REET321,734+321,734$9,034
VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF (VDC) 47,514 +43,204 $7,438
     VDC47,514+43,204$7,438
ISHARES CORE S&P SMALL CAP E (IJR) 82,142 -12,486 $6,394
     IJR82,142-12,486$6,394
VANECK VECTORS ETF TR SHORT HIGH YIELD (SHYD) 233,069 +9,327 $5,868
     SHYD233,069+9,327$5,868
APPLE INC COM USD0.00001 24,863 -182 $5,568
     AAPL24,863-182$5,568
ISHARES NATIONAL MUNI BOND ETF (MUB) 45,443 +923 $5,185
     MUB45,443+923$5,185
VANGUARD SECTOR INDEX FDS VANGUARD MATLS VIPERS (VAW) 40,013 +1,146 $5,056
     VAW40,013+1,146$5,056
DUPONT DE NEMOURS INC COM 67,531 +830 $4,815
     DD67,531+830$4,815
VANECK VECTORS ETF TR AMT FREE INT ETF (ITM) 93,930 +936 $4,725
     ITM93,930+936$4,725
VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS (VPU) 27,126 +758 $3,896
     VPU27,126+758$3,896
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 35,134 +610 $3,743
     SUB35,134+610$3,743
JPMORGAN CHASE & CO COM USD1.00 28,467 +1,158 $3,350
     JPM28,467+1,158$3,350
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 51,975 +1,136 $3,331
     USMV51,975+1,136$3,331
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS (VFH) 46,199 +528 $3,233
     VFH46,199+528$3,233
DOW INC COM 67,267 +87 $3,205
     DOW67,267+87$3,205
MICROSOFT CORP 21,868 +1,488 $3,040
     MSFT21,868+1,488$3,040
VERIZON COMMUNICATIONS 48,437 +3,787 $2,923
     VZ48,437+3,787$2,923
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL TRANSN TO 06 24 2002 (XLY) 23,759 -58 $2,867
     XLY23,759-58$2,867
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 9,104 +543 $2,701
     SPY9,104+543$2,701
AMAZON.COM INC 1,399 +65 $2,428
     AMZN1,399+65$2,428
INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI (PID) 150,452 +51,310 $2,413
     PID150,452+51,310$2,413
MCDONALDS CORP 10,750 -185 $2,308
     MCD10,750-185$2,308
PEPSICO INC 16,635 +4,964 $2,280
     PEP16,635+4,964$2,280
AMERICAN ELEC PWR CO INC COM 23,880 +2 $2,237
     AEP23,880+2$2,237
EXXON MOBIL CORP 31,493 +8,478 $2,223
     XOM31,493+8,478$2,223
ISHARES TR INTL SEL DIV ETF (IDV) 70,188 -27,222 $2,157
     IDV70,188-27,222$2,157
CISCO SYS INC COM 40,292 +2,030 $1,990
     CSCO40,292+2,030$1,990
CORTEVA INC COM 69,951 +1,837 $1,958
     CTVA69,951+1,837$1,958
VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF (VWO) 46,414 +15,896 $1,868
     VWO46,414+15,896$1,868
INVESCO QQQ TR UNIT SER 1 9,854 -1,351 $1,860
     QQQ9,854-1,351$1,860
PFIZER INC 51,728 +4,432 $1,858
     PFE51,728+4,432$1,858
TORONTO DOMINION BANK ONT COM NPV 31,479 +164 $1,834
     TD31,479+164$1,834
ALPHABET INC CAP STK CL A 1,456 -25 $1,777
     GOOGL1,456-25$1,777
LOCKHEED MARTIN CORP COM USD1.00 4,445 +6 $1,733
     LMT4,445+6$1,733

See Full List: All Stocks Held By Brandywine Oak Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Brandywine Oak Private Wealth LLC

Size ($ in 1000's)
At 09/30/2019: $527,705
At 06/30/2019: $500,198

Brandywine Oak Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brandywine Oak Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Brandywine Oak Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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