BA

Brand Asset Management Group, Inc.

13F
Brand Asset Management Group, Inc.
Last update 2025-07-09 92 Stocks (6 new)
Value $268.00 Mil Turnover 6 %
Countries:
Top Holdings: IEMG(11.72%)IJH(9.64%)VO(5.66%)VONG(5.47%)SCZ(4.83%)
Summary Stock Picks Current Portfolio
Brand Asset Management Group, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
522,550
31,368.7
+2.68%
11.720
+0.31%
0.030
+17.85%
+20.22%
100,726.6
 
IJH
iShares Core S&P Mid-Cap ETF
416,205
25,813.1
+1.03%
9.640
+0.10%
0.030
+15.95%
+3.84%
98,602.1
 
VO
Vanguard Mid-Cap ETF
54,166
15,157.3
+15.09%
5.660
+0.74%
0.020
+15.70%
+9.71%
80,596.0
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
134,155
14,649.7
+4.83%
5.470
+0.25%
0.050
+24.73%
+8.72%
27,544.2
 
SCZ
iShares MSCI EAFE Small-Cap ETF
177,974
12,935.1
-28.20%
4.830
-1.85%
0.120
+16.73%
+25.19%
10,563.2
 
IWF
iShares Russell 1000 Growth ETF
30,293
12,861.6
-2.97%
4.800
-0.14%
0.010
+24.82%
+8.76%
113,801.3
 
SCHF
Schwab International Equity ETF
523,727
11,574.4
-3.89%
4.320
-0.17%
0.020
+13.47%
+23.16%
50,136.5
 
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
354,233
10,570.3
+96.47%
3.950
+1.94%
0.370
+18.52%
+27.47%
3,347.4
 
SCHX
Schwab U.S. Large-Cap ETF
382,262
9,342.5
+11.65%
3.490
+0.36%
0.020
+18.74%
+8.71%
57,443.6
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
108,141
9,214.7
+5.16%
3.440
+0.17%
0.080
+11.86%
+8.34%
12,211.1
 

Brand Asset Management Group, Inc.'s Historical Top Holdings Breakdowns

Brand Asset Management Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
2025-06-30
Add
Add
+1.94%
●
23.2 ($27.63) 29.84
$30.80
11.45%
Add 96.47%
354,233
173,935
SCZ
iShares MSCI EAFE Small-Cap ETF
2025-06-30
Reduce
Reduce
-1.85%
●
57.14 ($67.61) 72.68
$74.92
10.81%
Reduce -28.2%
177,974
-69,901
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+0.74%
●
228.54 ($262.5) 279.83
$287.59
9.56%
Add 15.09%
54,166
7,103
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.52%
●
193.73 ($223.07) 237.37
$247.06
10.75%
Add 45.38%
18,647
5,821
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Add
Add
+0.36%
●
19.6 ($22.6) 24.44
$25.07
10.91%
Add 11.65%
382,262
39,897
SCHE
Schwab Emerging Markets Equity ETF
2025-06-30
Reduce
Reduce
-0.32%
●
24.38 ($28.3) 30.18
$31.29
10.55%
Reduce -8.67%
290,844
-27,615
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+0.31%
●
47.74 ($55.77) 60.03
$62.02
11.21%
Add 2.68%
522,550
13,660
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-06-30
Add
Add
+0.25%
●
82.51 ($98.34) 109.2
$112.01
13.90%
Add 4.83%
134,155
6,183
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
2025-06-30
Reduce
Reduce
-0.22%
●
32.41 ($38.69) 42.59
$43.90
13.47%
Reduce -7.85%
175,977
-14,995
IDMO
Invesco S&P International Developed Momentum ETF
Invesco S&P International Developed Momentum ETF
2025-06-30
New Buy
New Buy
+0.21%
●
39.69 ($47.55) 51.24
$51.86
9.06%
New holding
10,988
10,988

Brand Asset Management Group, Inc. Total Holding History ($B)

To

Brand Asset Management Group, Inc.'s Asset Allocation

To

Brand Asset Management Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Brand Asset Management Group, Inc.'s Hypothetical Growth since 2025-06-30

Brand Asset Management Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Brand Asset Management Group, Inc.'s Holdings Heat Map

Size field:

Brand Asset Management Group, Inc.'s Holdings Bubble Chart

Brand Asset Management Group, Inc. News

  • 1

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