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

Instuitional Investor - Brown Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Brown Wealth Management, Llc
Portfolio Value $225,994,938
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 561,727 $26,906,739 11.9%
2.
Schwab Strategic Trust
 FNDF 416,242 $23,476,070 10.38%
3.
Vanguard Bond Index Funds
 BND 227,334 $16,720,424 7.39%
4.
Ishares Tr
 117,582 $12,396,654 5.48%
5.
Ishares Tr
 93,712 $10,159,360 4.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)