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| Name: |
BROWN WEALTH MANAGEMENT LLC |
| City: |
Naperville |
| State: |
IL |
| Zip: |
60563 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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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 |
|
BIV |
Vanguard Intermediate-Term ... |
4 |
New |
$74.55 |
$17,174,000 |
227,767 |
7.1% |
17,174,000 |
227,767 |
0.142 |
Closed - End Fund - Debt |
|
|
IVV |
iShares Core S&P 500 Etf |
5 |
New |
$532.13 |
$13,798,000 |
26,245 |
5.71% |
13,798,000 |
26,245 |
0 |
Closed - End Fund - E... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
9 |
New |
$80.48 |
$8,048,000 |
98,837 |
3.33% |
8,048,000 |
98,837 |
0.078 |
N/A |
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SCHH |
Schwab Us Reit |
12 |
New |
$20.02 |
$5,929,000 |
292,055 |
2.45% |
5,929,000 |
292,055 |
0.024 |
N/A |
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PJAN |
Innovator S&p 500 Power Buf... |
17 |
New |
$0.00 |
$3,978,000 |
101,719 |
1.65% |
3,978,000 |
101,719 |
0.111 |
N/A |
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IGOV |
iShares S&P/Citi Intl Treas... |
28 |
New |
$39.29 |
$2,026,000 |
51,113 |
0.84% |
2,026,000 |
51,113 |
0.025 |
N/A |
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STIP |
Ishares Barclays 0-5 Year T... |
31 |
New |
$99.33 |
$1,375,000 |
13,831 |
0.57% |
1,375,000 |
13,831 |
0.002 |
N/A |
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SMCI |
Super Micro Computer Inc |
58 |
New |
$887.89 |
$419,000 |
415 |
0.17% |
419,000 |
415 |
0.001 |
Networking & Communic... |
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XDOC |
Innovator Us Equity Acceler... |
81 |
New |
$0.00 |
$239,000 |
8,370 |
0.1% |
239,000 |
8,370 |
0.093 |
N/A |
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XDSQ |
Innovator Us Equity Acceler... |
82 |
New |
$0.00 |
$238,000 |
7,618 |
0.1% |
238,000 |
7,618 |
0.085 |
N/A |
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