Filer Name: BROWN WEALTH MANAGEMENT, LLC
CIK: 1987005
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 85
Portfolio Value: $0.28B

Brown Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTV US VANGUARD VALUE ETF 163,833 $28M 9.83% 0.7% -
VUG US VANGUARD GROWTH ETF 63,827 $26M 9.29% 2.7% -
BIV US VANGUARD INTERMEDIATE-TERM B 304,414 $23M 8.06% 8.4% -
IVV US ISHARES CORE S&P 500 ETF 38,255 $23M 7.98% 2.9% -
VEA US VANGUARD FTSE DEVELOPED ETF 383,017 $18M 6.49% 7.0% -
MUB US ISHARES NATIONAL MUNI BOND E 153,768 $16M 5.81% -0.3% -
SCHO US SCHWAB SHORT-TERM US TREAS 529,432 $13M 4.52% 116.3% -
SUB US ISHARES SHORT-TERM NATIONAL 115,881 $12M 4.33% 1.9% -
IDEV US ISHARES CORE MSCI DEV MKTS 127,563 $8M 2.92% 6.1% -
SCHH US SCHWAB US REIT ETF 346,394 $7M 2.59% -0.2% -
EEM US ISHARES MSCI EMERGING MARKET 155,414 $6M 2.30% 3.9% -
SCHM US SCHWAB US MID CAP ETF 219,828 $6M 2.16% 205.3% -
PSTP US INNOVATOR PWR BUFF SU ST ETF 174,444 $6M 1.98% 100.0% -
VWOB US VANGUARD EMERG MKTS GOV BND 81,288 $5M 1.82% 4.6% -
SCHA US SCHWAB US SMALL-CAP ETF 190,062 $5M 1.74% 101.5% -
TLT US ISHARES 20+ YEAR TREASURY BD 55,007 $5M 1.70% 119.2% -
IJR US ISHARES CORE S&P SMALL-CAP E 41,014 $5M 1.68% 100.0% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 89,289 $4M 1.59% 19.5% -
BALT US INN DEFINED WEALTH SHIELD 138,183 $4M 1.54% 33.1% -
USMV US ISHARES MSCI USA MIN VOL FAC 36,594 $3M 1.15% -11.5% -
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