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CIK: 0001712533
Total reported value
$696.4M
$696.4M
45 檔
45.6%
In Q4 2024, Brickley Wealth Management's U.S. equity holdings reached a combined market value of $696.4M, distributed across 45 disclosed stock positions.
Brickley Wealth Management executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 4 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 21.92% | -1.31% | +0.90% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 18.32% | -0.25% | +4.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.63% | +0.01% | -0.37% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.67% | -0.46% | +1.86% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.95% | -1.08% | +1.07% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 5.69% | +0.10% | +4.24% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.97% | -0.25% | +5.05% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.66% | -0.15% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.74% | -0.51% | +1.41% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.38% | -0.08% | -13.24% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.18% | -0.25% | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.92% | -0.32% | — | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.59% | -0.17% | +8.70% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.54% | -0.16% | -0.26% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.32% | +0.26% | — | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 1.08% | -0.14% | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.04% | — | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.45% | -0.15% | +0.91% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.31% | -0.01% | — | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | -0.02% | +109.11% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.26% | -0.01% | -2.49% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.23% | -0.01% | -0.32% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.22% | -0.02% | — | |
| 24 | ILMN | Illumina Inc | Stock-Healthcare | 0.21% | +0.03% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.05% | +6.19% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.17% | -0.01% | +3.22% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.02% | -4.29% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.03% | -0.96% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.13% | -0.02% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | -0.01% | -3.29% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | — | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.09% | -0.01% | — | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.09% | -0.01% | +1.82% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.02% | -1.77% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.09% | -0.01% | — | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.08% | -0.01% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.01% | -0.51% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | +356.70% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.06% | — | +21.39% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.06% | — | +284.29% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | — | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.05% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.05% | -0.01% | +9.04% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.05% | -0.01% | — | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.04% | +0.07% | — |
According to official SEC Form 13F filings, Brickley Wealth Management reported a total U.S. public equity portfolio value of $696.4M across 45 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTV, AAPL, VUG) accounted for 45.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $202.2K
Top Position Liquidated / Trimmed
VB
前期市值: $2.4M
During Q4 2024, Brickley Wealth Management's top holdings by market value included VTV (21.9%)、AAPL (18.3%)、VUG (9.6%). The largest single position, VTV, represented 21.9% of total portfolio value.
In Q4 2024, Brickley Wealth Management made 32 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 4 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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