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| Name: |
Brickley Wealth Management |
| City: |
SAN MATEO |
| State: |
CA |
| Zip: |
94403 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Page 1 of 1 |
Menu
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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 |
|
VTV |
Vanguard Value VIPERS |
1 |
- |
$163.21 |
$102,498,000 |
629,365 |
23.5% |
8,907,000 |
3,335 |
0.115 |
Closed - End Fund - E... |
|
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AAPL |
Apple Inc |
2 |
- |
$189.84 |
$51,834,000 |
302,274 |
11.88% |
-6,310,000 |
275 |
0.002 |
Personal Computers |
|
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IEFA |
Ishares Core Msci Eafe |
3 |
- |
$0.00 |
$44,086,000 |
593,997 |
10.11% |
2,534,000 |
3,355 |
0.005 |
N/A |
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AVDV |
Avantis International Small... |
5 |
- |
$0.00 |
$29,313,000 |
445,077 |
6.72% |
1,622,000 |
1,953 |
0.283 |
N/A |
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VBK |
Vanguard Small Cap Gr VIPERS |
6 |
- |
$255.17 |
$24,924,000 |
95,597 |
5.71% |
1,916,000 |
431 |
0.181 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
7 |
- |
$189.97 |
$22,506,000 |
117,294 |
5.16% |
1,492,000 |
532 |
0.098 |
Closed - End Fund - E... |
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VTIP |
Vanguard Short Term Inflati... |
9 |
- |
$48.16 |
$17,642,000 |
368,386 |
4.05% |
377,000 |
4,826 |
0.02 |
N/A |
|
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USMV |
iShares MSCI USA Minimum Vo... |
12 |
- |
$0.00 |
$9,148,000 |
109,457 |
2.1% |
609,000 |
26 |
0.002 |
N/A |
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VGIT |
Vanguard Intermediate -Ter |
14 |
- |
$58.04 |
$6,983,000 |
119,263 |
1.6% |
445,000 |
9,042 |
0.013 |
Closed - End Fund - Debt |
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SMMV |
Ishares Edge Msci Min Vol U... |
16 |
- |
$0.00 |
$4,750,000 |
126,844 |
1.09% |
224,000 |
19 |
0.423 |
N/A |
|
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EFAV |
Ishares Msci Eafe Minimum V... |
19 |
- |
$0.00 |
$2,183,000 |
30,799 |
0.5% |
94,000 |
669 |
0.021 |
N/A |
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ILMN |
Illumina Inc |
26 |
- |
$114.46 |
$868,000 |
6,324 |
0.2% |
-11,000 |
10 |
0.004 |
Scientific & Technica... |
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VT |
Vanguard Total World Stock ... |
27 |
- |
$112.17 |
$762,000 |
6,896 |
0.17% |
67,000 |
143 |
0.004 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
30 |
- |
$261.93 |
$615,000 |
2,367 |
0.14% |
96,000 |
181 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
35 |
- |
$413.12 |
$415,000 |
988 |
0.1% |
66,000 |
9 |
0 |
Property & Casualty I... |
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