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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	$447,180,367

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	104,951	$78,596,908	17.58%
2.	Vanguard Tax-Managed Fds		445,636	$31,751,572	7.1%
3.	Vanguard Bond Index Funds	BND	388,428	$29,792,440	6.66%
4.	Vanguard Index Fds - VALUE ETF		105,387	$22,966,916	5.14%
5.	Vanguard Index Fds - GROWTH ETF		256,846	$22,124,731	4.95%