Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTV) | 629,365 | +3,335 | $102,498 |
VTV | 629,365 | +3,335 | $102,498 |
APPLE INC | 302,274 | +275 | $51,834 |
AAPL | 302,274 | +275 | $51,834 |
ISHARES TR (IEFA) | 593,997 | +3,355 | $44,086 |
IEFA | 593,997 | +3,355 | $44,086 |
VANGUARD INDEX FDS (VUG) | 116,673 | -314 | $40,159 |
VUG | 116,673 | -314 | $40,159 |
AMERICAN CENTY ETF TR (AVDV) | 445,077 | +1,953 | $29,313 |
AVDV | 445,077 | +1,953 | $29,313 |
VANGUARD INDEX FDS (VBK) | 95,597 | +431 | $24,924 |
VBK | 95,597 | +431 | $24,924 |
VANGUARD INDEX FDS (VBR) | 117,294 | +532 | $22,506 |
VBR | 117,294 | +532 | $22,506 |
SPDR S&P 500 ETF TR (SPY) | 40,595 | UNCH | $21,234 |
SPY | 40,595 | UNCH | $21,234 |
VANGUARD MALVERN FDS (VTIP) | 368,386 | +4,826 | $17,642 |
VTIP | 368,386 | +4,826 | $17,642 |
ISHARES TR (IWF) | 38,998 | -554 | $13,144 |
IWF | 38,998 | -554 | $13,144 |
ISHARES TR (EFA) | 142,242 | UNCH | $11,359 |
EFA | 142,242 | UNCH | $11,359 |
ISHARES TR (USMV) | 109,457 | +26 | $9,148 |
USMV | 109,457 | +26 | $9,148 |
VANGUARD INDEX FDS (VOE) | 47,298 | -35 | $7,374 |
VOE | 47,298 | -35 | $7,374 |
VANGUARD SCOTTSDALE FDS (VGIT) | 119,263 | +9,042 | $6,983 |
VGIT | 119,263 | +9,042 | $6,983 |
ISHARES TR (MTUM) | 34,291 | UNCH | $6,424 |
MTUM | 34,291 | UNCH | $6,424 |
ISHARES TR (SMMV) | 126,844 | +19 | $4,750 |
SMMV | 126,844 | +19 | $4,750 |
VANGUARD INDEX FDS (VB) | 10,776 | -229 | $2,463 |
VB | 10,776 | -229 | $2,463 |
VANGUARD INTL EQUITY INDEX F (VWO) | 58,153 | -547 | $2,429 |
VWO | 58,153 | -547 | $2,429 |
ISHARES TR (EFAV) | 30,799 | +669 | $2,183 |
EFAV | 30,799 | +669 | $2,183 |
ISHARES TR (IMTM) | 42,248 | UNCH | $1,657 |
IMTM | 42,248 | UNCH | $1,657 |
SCHWAB STRATEGIC TR | 34,937 | -61 | $1,363 |
SCHF | 34,937 | -61 | $1,363 |
VANGUARD WORLD FD (ESGV) | 13,329 | -28 | $1,242 |
ESGV | 13,329 | -28 | $1,242 |
ISHARES TR (IUSV) | 12,023 | UNCH | $1,087 |
IUSV | 12,023 | UNCH | $1,087 |
ISHARES TR (IWP) | 9,396 | -27 | $1,072 |
IWP | 9,396 | -27 | $1,072 |
MICROSOFT CORP | 2,343 | -387 | $986 |
MSFT | 2,343 | -387 | $986 |
ILLUMINA INC | 6,324 | +10 | $868 |
ILMN | 6,324 | +10 | $868 |
VANGUARD INTL EQUITY INDEX F (VT) | 6,896 | +143 | $762 |
VT | 6,896 | +143 | $762 |
ISHARES TR (IEF) | 6,698 | UNCH | $634 |
IEF | 6,698 | UNCH | $634 |
META PLATFORMS INC | 1,286 | -105 | $624 |
META | 1,286 | -105 | $624 |
VANGUARD INDEX FDS (VTI) | 2,367 | +181 | $615 |
VTI | 2,367 | +181 | $615 |
INVESCO QQQ TR | 1,065 | -2,669 | $473 |
QQQ | 1,065 | -2,669 | $473 |
NVIDIA CORPORATION | 507 | UNCH | $458 |
NVDA | 507 | UNCH | $458 |
VANGUARD WORLD FD (VSGX) | 7,640 | UNCH | $439 |
VSGX | 7,640 | UNCH | $439 |
ISHARES TR (SCZ) | 6,582 | UNCH | $417 |
SCZ | 6,582 | UNCH | $417 |
BERKSHIRE HATHAWAY INC DEL | $415 | ||
BRK.B | 988 | +9 | $415 |
ISHARES TR (SHY) | 3,990 | UNCH | $326 |
SHY | 3,990 | UNCH | $326 |
AMERICAN CENTY ETF TR (AVUV) | 3,254 | UNCH | $305 |
AVUV | 3,254 | UNCH | $305 |
AMAZON COM INC | 1,679 | UNCH | $303 |
AMZN | 1,679 | UNCH | $303 |
LAM RESEARCH CORP | 285 | UNCH | $277 |
LRCX | 285 | UNCH | $277 |
ISHARES TR (AGG) | 2,411 | -148 | $236 |
AGG | 2,411 | -148 | $236 |
ALPHABET INC | 1,548 | UNCH | $236 |
GOOG | 1,548 | UNCH | $236 |
SCHWAB STRATEGIC TR | 2,509 | -172 | $233 |
SCHG | 2,509 | -172 | $233 |
VANGUARD SCOTTSDALE FDS (VGSH) | 4,008 | UNCH | $233 |
VGSH | 4,008 | UNCH | $233 |
AMERICAN CENTY ETF TR (AVLV) | 3,368 | +3,368 | $216 |
AVLV | 3,368 | +3,368 | $216 |
SCHWAB STRATEGIC TR | 2,785 | +2,785 | $212 |
SCHV | 2,785 | +2,785 | $212 |
See Summary: Brickley Wealth Management Top Holdings
See Details: Top 10 Stocks Held By Brickley Wealth Management
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
AVLV | +3,368 | +$216 |
SCHV | +2,785 | +$212 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VGSH | -4,008 | -$234 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VGIT | +9,042 | +$445 |
VTIP | +4,826 | +$377 |
IEFA | +3,355 | +$2,534 |
VTV | +3,335 | +$8,907 |
AVDV | +1,953 | +$1,622 |
EFAV | +669 | +$94 |
VBR | +532 | +$1,492 |
VBK | +431 | +$1,916 |
AAPL | +275 | -$6,310 |
VTI | +181 | +$96 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
QQQ | -2,669 | -$1,056 |
IWF | -554 | +$1,153 |
VWO | -547 | +$16 |
MSFT | -387 | -$41 |
VUG | -314 | +$3,790 |
VB | -229 | +$115 |
SCHG | -172 | +$11 |
AGG | -148 | -$18 |
META | -105 | +$132 |
Size ($ in 1000's)
At 03/31/2024: $436,142 At 12/31/2023: $414,453 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 |