Instuitional Investor - Brown Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Brown Wealth Management, Llc |
| Portfolio Value | $290,807,755 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 180,525 | $31,183,803 | 10.72% | |
| 2. | IEF | 44,252 | $24,865,305 | 8.55% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 66,590 | $24,692,831 | 8.49% | |
| 4. | Ishares Tr - SHRT NAT MUN ETF | 158,916 | $16,781,501 | 5.77% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 137,282 | $14,474,970 | 4.98% |
