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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	$389,275,545

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	102,896	$67,212,853	17.27%
2.	Vanguard Tax-Managed Fds		438,095	$28,073,156	7.21%
3.	Vanguard Bond Index Funds	BND	346,701	$26,758,372	6.87%
4.	Vanguard Index Fds - VALUE ETF		98,675	$19,360,069	4.97%
5.	Vanguard Index Fds - GROWTH ETF		42,871	$18,725,593	4.81%