Filer Name: MORTON BROWN FAMILY WEALTH, LLC
CIK: 1909851
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 284
Portfolio Value: $0.29B

Morton Brown Family Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHB US SCHWAB US BROAD MARKET ETF 3,570,574 $81M 28.25% 209.6% -
AVEM US AVANTIS EMERGING MARKETS EQ 409,751 $24M 8.40% 5.2% -
MUB US ISHARES NATIONAL MUNI BOND E 199,924 $21M 7.42% 6.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 423,607 $20M 7.06% 5.2% -
AVUV US AVANTIS US SMALL CAP VALUE 188,875 $18M 6.35% 6.4% -
AVDV US AVANTIS INTL S/C VALUE ETF 201,498 $13M 4.57% 18.7% -
SPY US SPDR S&P 500 ETF TRUST 21,347 $13M 4.36% -3.7% -
SCHR US SCHWAB INTERMEDIATE-TERM US 461,713 $11M 3.91% 111.5% -
REET US ISHARES GLOBAL REIT ETF 391,367 $9M 3.27% 5.2% -
VCIT US VANGUARD INT-TERM CORPORATE 102,498 $8M 2.87% 13.1% -
MUNI US PIMCO INTERMEDIATE MUNICIPAL 141,434 $7M 2.55% 21.0% -
BNDX US VANGUARD TOTAL INTL BOND ETF 146,978 $7M 2.51% 12.8% -
SUB US ISHARES SHORT-TERM NATIONAL 59,518 $6M 2.19% -8.1% -
VCSH US VANGUARD S/T CORP BOND ETF 46,306 $4M 1.26% 10.1% -
SCHC US SCHWAB INTL SMALL-CAP EQUITY 80,486 $3M 0.96% -29.9% -
EFA US ISHARES MSCI EAFE ETF 35,703 $3M 0.94% -5.5% -
HDV US ISHARES CORE HIGH DIVIDEND E 23,600 $3M 0.92% -5.4% -
AAPL US APPLE INC 8,996 $2M 0.79% 0.6% -
IEFA US ISHARES CORE MSCI EAFE ETF 30,127 $2M 0.74% -0.6% -
VB US VANGUARD SMALL-CAP ETF 8,324 $2M 0.70% -1.3% -
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