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CIK: 0001712533
Total reported value
$696.4M
$696.4M
46 檔
41.6%
During the Q2 2024 filing period, Brickley Wealth Management (CIK: 0001712533) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $696.4M across 46 reported positions.
During Q2 2024, Brickley Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTV, AAPL, VUG) accounted for 41.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 22.11% | -1.31% | +0.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 16.01% | -0.25% | +14.84% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.51% | +0.01% | -0.52% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.48% | -0.46% | +0.32% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.33% | -1.08% | +0.02% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 5.24% | +0.10% | -0.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.84% | -0.15% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.71% | -0.25% | +0.52% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.96% | -0.51% | +1.03% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.71% | -0.08% | -12.96% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.44% | -0.25% | -0.08% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.00% | -0.32% | -0.52% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.57% | -0.17% | +3.24% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.55% | -0.16% | -0.24% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.46% | +0.26% | — | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 1.04% | -0.14% | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.04% | +0.10% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | -4.48% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.47% | -0.15% | +0.04% | |
| 20 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.36% | -0.01% | — | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.29% | -0.02% | +0.14% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | -0.01% | -5.36% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.23% | -0.02% | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.23% | -0.01% | -0.53% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.02% | -10.67% | |
| 26 | ILMN | Illumina Inc | Stock-Healthcare | 0.18% | +0.03% | +24.34% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.17% | -0.01% | +0.28% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | +0.05% | +10.98% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.03% | -1.56% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.14% | -0.02% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | -0.01% | +884.22% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | — | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.10% | -0.01% | -0.82% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.02% | -1.11% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.01% | +1.31% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.07% | -0.01% | — | |
| 38 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.07% | — | -1.40% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.06% | -0.01% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | — | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.06% | — | +0.20% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.05% | — | +0.46% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.05% | -0.01% | — | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.05% | +0.05% | — | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.05% | — | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.05% | — | +0.50% |
According to official SEC Form 13F filings, Brickley Wealth Management reported a total U.S. public equity portfolio value of $696.4M across 46 disclosed positions in Q2 2024.
During Q2 2024, Brickley Wealth Management's top holdings by market value included VTV (22.1%)、AAPL (16.0%)、VUG (9.5%). The largest single position, VTV, represented 22.1% of total portfolio value.
In Q2 2024, Brickley Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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