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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	$519,253,744

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		139,614	$79,304,986	15.27%
2.	Vanguard Index Fds - SMALL CP ETF		137,666	$32,624,061	6.28%
3.	Ishares Trust	VLUE	335,570	$29,996,628	5.78%
4.	Vanguard Index Fds		86,771	$26,372,216	5.08%
5.	Schwab Strategic Trust	FNDF	793,461	$23,177,008	4.46%