Morton Brown Family Wealth, LLC: 13F holdings
CIK 19098512026Q2
| Positions | 416 |
|---|---|
| Reported value | $441.1m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHB SCHWAB U.S. BROAD MARKET ETF | 4,261,509 | $123.4m | 28.0% |
| AVEM AVANTIS EMERGING MARKETS EQUITY ETF | 480,549 | $46.4m | 10.5% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 532,635 | $38.0m | 8.6% |
| AVUV AVANTIS U.S. SMALL CAP VALUE ETF | 246,862 | $30.8m | 7.0% |
| AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 255,151 | $26.3m | 6.0% |
| MUB ISHARES NATIONAL MUNI BOND ETF | 202,817 | $21.8m | 4.9% |
| SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 762,960 | $18.8m | 4.3% |
| SPY STATE STREET SPDR S&P 500 ETF | 22,163 | $16.6m | 3.8% |
| VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 180,706 | $14.9m | 3.4% |
| REET ISHARES GLOBAL REIT ETF | 520,305 | $14.4m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909851")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.