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Name: |
Brickley Wealth Management |
City: |
SAN MATEO |
State: |
CA |
Zip: |
94403 |
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Holdings
Found :
15 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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SPY |
Standard & Poors Depository... |
8 |
- |
$534.01 |
$21,234,000 |
40,595 |
4.87% |
1,939,000 |
0 |
0 |
Closed - End Fund - E... |
|
EFA |
iShares TR MSCI EAFE Indx FD |
11 |
- |
$81.27 |
$11,359,000 |
142,242 |
2.6% |
641,000 |
0 |
0.02 |
Closed - End Fund - E... |
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MTUM |
Ishares Msci Usa Momentum F... |
15 |
- |
$0.00 |
$6,424,000 |
34,291 |
1.47% |
1,044,000 |
0 |
0.004 |
N/A |
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IMTM |
Ishares Edge Msci Intl Mome... |
20 |
- |
$25.80 |
$1,657,000 |
42,248 |
0.38% |
208,000 |
0 |
0.024 |
N/A |
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IWW |
iShares Russell 3000 Value |
23 |
- |
$88.66 |
$1,087,000 |
12,023 |
0.25% |
73,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IEF |
iShares Lehman 7-10 Year Tr... |
28 |
- |
$92.95 |
$634,000 |
6,698 |
0.15% |
-12,000 |
0 |
0.002 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
32 |
- |
$1,208.88 |
$458,000 |
507 |
0.11% |
207,000 |
0 |
0 |
Semiconductor - Speci... |
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VSGX |
Vanguard Esg International ... |
33 |
- |
$0.00 |
$439,000 |
7,640 |
0.1% |
17,000 |
0 |
0.029 |
N/A |
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SCZ |
ISHARES MSCI EAFE SM |
34 |
- |
$63.50 |
$417,000 |
6,582 |
0.1% |
10,000 |
0 |
0.004 |
Closed - End Fund - E... |
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SHY |
Ishares Barclays 1-3 Treasu... |
36 |
- |
$81.26 |
$326,000 |
3,990 |
0.07% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
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AVUV |
Avantis Us Small Cap Value Etf |
37 |
- |
$89.88 |
$305,000 |
3,254 |
0.07% |
13,000 |
0 |
0.004 |
N/A |
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AMZN |
Amazon.com Inc |
38 |
- |
$184.30 |
$303,000 |
1,679 |
0.07% |
48,000 |
0 |
0 |
Internet Software & S... |
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LRCX |
Lam Research Corp |
39 |
- |
$962.72 |
$277,000 |
285 |
0.06% |
54,000 |
0 |
0 |
Semiconductor Equipme... |
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GOOG |
Alphabet Inc |
41 |
- |
$175.95 |
$236,000 |
1,548 |
0.05% |
18,000 |
0 |
0 |
Search Engines & Info... |
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VGSH |
Vanguard Scottsdale Funds |
42 |
- |
$57.71 |
$233,000 |
4,008 |
0.05% |
-1,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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