Brio Consultants, LLC: 13F holdings
CIK 17477992026Q2
| Positions | 164 |
|---|---|
| Reported value | $853.4m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 127,028 | $87.2m | 10.2% |
| BND VANGUARD BD INDEX FDS | 955,502 | $70.1m | 8.2% |
| SCHG SCHWAB STRATEGIC TR | 1,880,176 | $63.6m | 7.5% |
| GTO INVESCO ACTIVELY MANAGED EXC | 1,250,499 | $58.6m | 6.9% |
| EWU SPDR INDEX SHS FDS | 994,021 | $50.1m | 5.9% |
| VONV VANGUARD SCOTTSDALE FDS | 396,710 | $42.2m | 4.9% |
| EWU GOLDMAN SACHS ETF TR | 869,104 | $39.7m | 4.7% |
| SPEM SPDR INDEX SHS FDS | 424,043 | $22.0m | 2.6% |
| TIPX SPDR SERIES TRUST | 1,009,494 | $19.1m | 2.2% |
| IAGG ISHARES TR | 357,992 | $18.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1747799")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.