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  Name: Brickley Wealth Management
  City: SAN MATEO
  State: CA
  Zip: 94403
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $436,142,000
  Total Value Change : $21,689,000
  Securities Held Change : 2
   
All Securities Held : 45
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 15
  Unchanged Positions : 15
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 4 - $350.68 $40,159,000 116,673 9.21% 3,790,000 -314 0.043    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 10 - $342.29 $13,144,000 38,998 3.01% 1,153,000 -554 0.015    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 13 - $153.85 $7,374,000 47,298 1.69% 510,000 -35 0.053    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 17 - $222.29 $2,463,000 10,776 0.56% 115,000 -229 0.006    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 18 - $43.08 $2,429,000 58,153 0.56% 16,000 -547 0    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 21 - $39.41 $1,363,000 34,937 0.31% 69,000 -61 0.004    Closed - End Fund - Debt
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 22 - $0.00 $1,242,000 13,329 0.28% 106,000 -28 0.035    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 24 - $108.67 $1,072,000 9,396 0.25% 88,000 -27 0.001    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 25 - $415.13 $986,000 2,343 0.23% -41,000 -387 0    Application Software
   (FB)1 Year Chart         FB Meta Platforms Inc 29 - $466.83 $624,000 1,286 0.14% 132,000 -105 0    Internet Service Prov...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 31 - $450.71 $473,000 1,065 0.11% -1,056,000 -2,669 0    Closed - End Fund - Debt
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 40 - $96.52 $236,000 2,411 0.05% -18,000 -148 0    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 43 - $94.45 $233,000 2,509 0.05% 11,000 -172 0    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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