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Home > Institutional Investor > Brown Wealth Management, Llc > Profile

Instuitional Investor - Brown Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Brown Wealth Management, Llc
Portfolio Value	$321,970,868

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		180,929	$31,977,304	9.93%
2.	Vanguard Index Fds - GROWTH ETF		70,173	$30,763,743	9.55%
3.	Ishares Trust	IEF	48,919	$30,373,724	9.43%
4.	Vanguard Bond Index Funds	BND	204,907	$15,847,517	4.92%
5.	Vanguard Tax-Managed Fds		242,299	$13,813,492	4.29%