Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTV) | 626,030 | -4,668 | $93,591 |
VTV | 626,030 | -4,668 | $93,591 |
APPLE INC | 301,999 | +8,269 | $58,144 |
AAPL | 301,999 | +8,269 | $58,144 |
ISHARES TR (IEFA) | 590,642 | +297 | $41,552 |
IEFA | 590,642 | +297 | $41,552 |
VANGUARD INDEX FDS (VUG) | 116,987 | +197 | $36,369 |
VUG | 116,987 | +197 | $36,369 |
AMERICAN CENTY ETF TR (AVDV) | 443,124 | +3,182 | $27,691 |
AVDV | 443,124 | +3,182 | $27,691 |
VANGUARD INDEX FDS (VBK) | 95,166 | +509 | $23,008 |
VBK | 95,166 | +509 | $23,008 |
VANGUARD INDEX FDS (VBR) | 116,762 | +312 | $21,014 |
VBR | 116,762 | +312 | $21,014 |
SPDR S&P 500 ETF TR (SPY) | 40,595 | UNCH | $19,295 |
SPY | 40,595 | UNCH | $19,295 |
VANGUARD MALVERN FDS (VTIP) | 363,560 | +8,153 | $17,265 |
VTIP | 363,560 | +8,153 | $17,265 |
ISHARES TR (IWF) | 39,552 | -1,194 | $11,991 |
IWF | 39,552 | -1,194 | $11,991 |
ISHARES TR (EFA) | 142,242 | -400 | $10,718 |
EFA | 142,242 | -400 | $10,718 |
ISHARES TR (USMV) | 109,431 | -865 | $8,539 |
USMV | 109,431 | -865 | $8,539 |
VANGUARD INDEX FDS (VOE) | 47,333 | -43 | $6,864 |
VOE | 47,333 | -43 | $6,864 |
VANGUARD SCOTTSDALE FDS (VGIT) | 110,221 | -2,312 | $6,538 |
VGIT | 110,221 | -2,312 | $6,538 |
ISHARES TR (MTUM) | 34,291 | UNCH | $5,380 |
MTUM | 34,291 | UNCH | $5,380 |
ISHARES TR (SMMV) | 126,825 | -187 | $4,526 |
SMMV | 126,825 | -187 | $4,526 |
VANGUARD INTL EQUITY INDEX F (VWO) | 58,700 | +638 | $2,413 |
VWO | 58,700 | +638 | $2,413 |
VANGUARD INDEX FDS (VB) | 11,005 | +96 | $2,348 |
VB | 11,005 | +96 | $2,348 |
ISHARES TR (EFAV) | 30,130 | +3 | $2,089 |
EFAV | 30,130 | +3 | $2,089 |
INVESCO QQQ TR | 3,734 | -2,615 | $1,529 |
QQQ | 3,734 | -2,615 | $1,529 |
ISHARES TR (IMTM) | 42,248 | UNCH | $1,449 |
IMTM | 42,248 | UNCH | $1,449 |
SCHWAB STRATEGIC TR | 34,998 | +6,665 | $1,294 |
SCHF | 34,998 | +6,665 | $1,294 |
VANGUARD WORLD FD (ESGV) | 13,357 | UNCH | $1,136 |
ESGV | 13,357 | UNCH | $1,136 |
MICROSOFT CORP | 2,730 | -165 | $1,027 |
MSFT | 2,730 | -165 | $1,027 |
ISHARES TR (IUSV) | 12,023 | +8,880 | $1,014 |
IUSV | 12,023 | +8,880 | $1,014 |
ISHARES TR (IWP) | 9,423 | -46 | $984 |
IWP | 9,423 | -46 | $984 |
ILLUMINA INC | 6,314 | UNCH | $879 |
ILMN | 6,314 | UNCH | $879 |
VANGUARD INTL EQUITY INDEX F (VT) | 6,753 | -872 | $695 |
VT | 6,753 | -872 | $695 |
ISHARES TR (IEF) | 6,698 | +6,698 | $646 |
IEF | 6,698 | +6,698 | $646 |
VANGUARD INDEX FDS (VTI) | 2,186 | +322 | $519 |
VTI | 2,186 | +322 | $519 |
META PLATFORMS INC | 1,391 | +4 | $492 |
META | 1,391 | +4 | $492 |
VANGUARD WORLD FD (VSGX) | 7,640 | UNCH | $422 |
VSGX | 7,640 | UNCH | $422 |
ISHARES TR (SCZ) | 6,582 | +533 | $407 |
SCZ | 6,582 | +533 | $407 |
BERKSHIRE HATHAWAY INC DEL | $349 | ||
BRK.B | 979 | +16 | $349 |
ISHARES TR (SHY) | 3,990 | +230 | $327 |
SHY | 3,990 | +230 | $327 |
AMERICAN CENTY ETF TR (AVUV) | 3,254 | +21 | $292 |
AVUV | 3,254 | +21 | $292 |
AMAZON COM INC | 1,679 | +1,679 | $255 |
AMZN | 1,679 | +1,679 | $255 |
ISHARES TR (AGG) | 2,559 | -64 | $254 |
AGG | 2,559 | -64 | $254 |
NVIDIA CORPORATION | 507 | +9 | $251 |
NVDA | 507 | +9 | $251 |
VANGUARD SCOTTSDALE FDS (VGSH) | 4,008 | -101 | $234 |
VGSH | 4,008 | -101 | $234 |
LAM RESEARCH CORP | 285 | +285 | $223 |
LRCX | 285 | +285 | $223 |
SCHWAB STRATEGIC TR | 2,681 | -111 | $222 |
SCHG | 2,681 | -111 | $222 |
See Full List: All Stocks Held By Brickley Wealth Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Brickley Wealth Management
Size ($ in 1000's)
At 12/31/2023: $414,453 At 09/30/2023: $374,813 Brickley Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brickley Wealth Management 13F filings. Link to 13F filings: SEC filings |