Brickley Wealth Management Portfolio Holdings by Sector
Brickley Wealth Management
- $490 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VTV IEFA VUG AVDV VBK VBR SPY VTIP 35 stocks |
$403,424
82.37% of portfolio
|
  16  
|
  14  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$80,625
16.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$1,025
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$961
0.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$933
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$851
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$567
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$440
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX KLAC 2 stocks |
$428
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$293
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$216
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|