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CIK: 0001909851
Total reported value
$441.1M
$441.1M
216 檔
31.1%
During the Q1 2024 filing period, Morton Brown Family Wealth, LLC (CIK: 0001909851) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $441.1M across 216 reported positions.
During Q1 2024, Morton Brown Family Wealth, LLC'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 SCHB, AVEM, MUB) accounted for 31.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.37% | +1.33% | +0.47% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.55% | +0.60% | +10.74% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 8.31% | +0.03% | +15.63% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.46% | +0.01% | +2.72% | |
| 5 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 5.98% | -0.10% | +7.69% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.09% | +0.19% | +169.36% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.94% | -0.07% | -2.22% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 4.02% | -0.21% | +11.35% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.81% | -0.35% | +2.36% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 3.41% | — | +4.76% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.08% | -0.18% | +15.48% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.06% | -0.17% | +42.64% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.40% | -0.09% | +13.01% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.30% | -0.01% | -69.06% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.27% | -0.09% | -1.10% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-Other | 1.25% | -0.12% | -5.40% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.06% | -2.34% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | — | -2.18% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.03% | -24.29% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.02% | -20.23% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.59% | -0.03% | -24.71% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.03% | +0.94% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.04% | +9.43% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.01% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | +0.01% | -9.79% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | — | -1.89% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | +0.04% | +0.21% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.06% | -19.11% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.29% | -0.01% | -2.35% | |
| 30 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.29% | -0.03% | -19.33% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.26% | — | -0.19% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.23% | -0.01% | +1.74% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | -0.03% | +399.12% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.19% | — | -8.47% | |
| 35 | CAPL | Crossamerica Partners LP | Stock-Other | 0.19% | -0.04% | -0.79% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | +1.94% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | -18.21% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.15% | — | -87.39% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.14% | -0.02% | +39.00% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.04% | -8.26% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.12% | — | -34.20% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | -22.36% | |
| 43 | FTGC | First Trust Global Tactical | ETF-Other | 0.11% | -0.01% | -27.43% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.11% | — | -13.77% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.11% | — | — | |
| 46 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.10% | — | +1.88% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.10% | -0.01% | -0.26% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | -0.01% | — | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.09% | — | +5.28% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.08% | +0.01% | — |
According to official SEC Form 13F filings, Morton Brown Family Wealth, LLC reported a total U.S. public equity portfolio value of $441.1M across 216 disclosed positions in Q1 2024.
During Q1 2024, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (26.4%)、AVEM (8.6%)、MUB (8.3%). The largest single position, SCHB, represented 26.4% of total portfolio value.
In Q1 2024, Morton Brown Family Wealth, LLC 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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