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CIK: 0001909851
Total reported value
$441.1M
$441.1M
221 檔
32.5%
In Q2 2024, Morton Brown Family Wealth, LLC's U.S. equity holdings reached a combined market value of $441.1M, distributed across 221 disclosed stock positions.
During Q2 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, VEA) accounted for 32.5% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.93% | +1.33% | +1.73% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.98% | +0.60% | +3.54% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.55% | +0.01% | +4.84% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 7.44% | +0.03% | -6.20% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.71% | +0.19% | +14.06% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.85% | -0.07% | -2.80% | |
| 7 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 4.25% | -0.10% | -27.65% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.93% | -0.35% | +7.30% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 3.42% | — | +1.20% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 3.27% | -0.21% | -15.10% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.41% | -0.17% | +21.50% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.32% | -0.18% | +17.20% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.66% | -0.41% | — | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.34% | -0.09% | -0.54% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.20% | -0.09% | -1.69% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-Other | 1.12% | -0.12% | -8.29% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.06% | -11.32% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.03% | +0.38% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.78% | -0.01% | -38.78% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | — | -2.00% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.03% | -0.31% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.60% | -0.23% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.04% | +810.70% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.55% | -0.03% | -5.76% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.02% | -18.15% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.01% | — | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.41% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.01% | -0.84% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.06% | +2.65% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | +0.04% | -0.40% | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.29% | -0.01% | +0.52% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.22% | — | -8.86% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.22% | -0.01% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | — | +3.88% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | — | +95000.00% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | +951.78% | |
| 38 | CAPL | Crossamerica Partners LP | Stock-Other | 0.16% | -0.04% | — | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.15% | — | -18.82% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | -0.03% | -26.57% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.04% | +11.45% | |
| 42 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.13% | — | +62.59% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.11% | — | -7.37% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.11% | — | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | — | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | -0.01% | — | |
| 47 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.10% | — | -0.24% | |
| 48 | FTGC | First Trust Global Tactical | ETF-Other | 0.10% | -0.01% | -5.46% | |
| 49 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.10% | — | — | |
| 50 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.09% | — | -0.11% |
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 221 disclosed positions in Q2 2024.
During Q2 2024, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (26.9%)、AVEM (9.0%)、VEA (7.5%). The largest single position, SCHB, represented 26.9% of total portfolio value.
In Q2 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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