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Home > Institutional Investor > Brass Tax Wealth Management, Inc > Profile

Instuitional Investor - Brass Tax Wealth Management, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Brass Tax Wealth Management, Inc
Portfolio Value	$601,535,321

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		143,098	$87,630,309	14.57%
2.	Ishares Trust	VLUE	426,171	$39,791,609	6.62%
3.	Vanguard Bond Index Funds	BND	513,040	$38,154,758	6.34%
4.	Schwab Strategic Trust	FNDF	1,057,059	$33,730,747	5.61%
5.	Vanguard Index Fds		86,520	$28,393,310	4.72%