BB

Braun-Bostich & Associates Inc.

13F
Braun-Bostich & Associates Inc.
Last update 2025-07-08 118 Stocks (11 new)
Value $146.00 Mil Turnover 9 %
Countries:
Top Holdings: TLT(6.29%)QUAL(4.82%)DYNF(4.65%)SPYG(4.00%)EFV(3.59%)
Summary Stock Picks Current Portfolio
Braun-Bostich & Associates Inc... 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
TLT
iShares 20+ Year Treasury Bond ETF
104,442
9,217.0
+26.82%
6.290
+1.33%
0.020
+1.16%
+1.21%
48,037.1
 
QUAL
iShares MSCI USA Quality Factor ETF
38,605
7,057.8
+2.68%
4.820
+0.13%
0.010
+14.50%
+4.25%
53,100.3
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
124,981
6,806.5
-0.12%
4.650
-0.01%
0.040
+20.68%
+8.84%
19,710.8
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
61,457
5,858.1
-10.01%
4.000
-0.41%
0.020
+27.05%
+10.64%
38,705.6
 
EFV
iShares MSCI EAFE Value ETF
82,909
5,263.1
+39.93%
3.590
+1.02%
0.020
+9.94%
+24.97%
26,388.8
 
VOO
Vanguard S&P 500 ETF
9,182
5,215.8
-40.07%
3.560
-2.34%
0.000
+19.71%
+7.97%
658,032.1
 
SPYV
SPDR Portfolio S&P 500 Value ETF
94,615
4,952.1
+15.92%
3.380
+0.46%
0.020
+12.29%
+5.13%
27,142.9
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
99,052
4,904.1
+8.91%
3.350
+0.27%
0.010
+0.78%
+1.97%
66,401.3
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
53,998
4,477.5
+0.75%
3.060
+0.02%
0.010
+4.09%
+5.35%
53,435.3
 
BINC
iShares Flexible Income Active ETF
79,622
4,207.2
+3.31%
2.870
+0.09%
0.040
+3.28%
+4.12%
10,411.9
 

Braun-Bostich & Associates Inc.'s Historical Top Holdings Breakdowns

Braun-Bostich & Associates 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
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-2.34%
●
456.74 ($525.37) 568.03
$577.95
10.01%
Reduce -40.07%
9,182
-6,139
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+1.71%
●
47.74 ($55.77) 60.03
$61.38
10.06%
Add 1035.78%
45,931
41,887
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-06-30
Reduce
Reduce
-1.53%
●
50.08 ($58.16) 63.14
$63.70
9.53%
Reduce -90.62%
3,884
-37,509
TLT
iShares 20+ Year Treasury Bond ETF
2025-06-30
Add
Add
+1.33%
●
83.97 ($87.25) 92.85
$86.52
-0.84%
Add 26.82%
104,442
22,089
EFV
iShares MSCI EAFE Value ETF
2025-06-30
Add
Add
+1.02%
●
52.4 ($61.15) 64.65
$64.17
4.94%
Add 39.93%
82,909
23,658
HEFA
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
2025-06-30
Sold Out
Sold Out
-0.81%
●
32.11 ($36.55) 38.21
$37.57
2.79%
Sold Out
0
-30,340
XLK
Technology Select Sector SPDR ETF
2025-06-30
Add
Add
+0.73%
●
179.73 ($221.69) 253.23
$258.81
16.74%
Add 45.25%
13,601
4,237
OEF
iShares S&P 100 ETF
2025-06-30
Add
Add
+0.68%
●
240.38 ($278.51) 304.35
$309.94
11.29%
Add 103.96%
6,435
3,280
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-06-30
Add
Add
+0.46%
●
45.11 ($49.99) 52.34
$53.31
6.64%
Add 15.92%
94,615
12,996
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-06-30
Reduce
Reduce
-0.41%
●
71.83 ($85.64) 95.32
$96.97
13.23%
Reduce -10.01%
61,457
-6,837

Braun-Bostich & Associates Inc. Total Holding History ($B)

To

Braun-Bostich & Associates Inc.'s Asset Allocation

To

Braun-Bostich & Associates Inc. Past Portfolios

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

Top Ranked Articles

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Braun-Bostich & Associates Inc.'s Hypothetical Growth since 2025-06-30

Braun-Bostich & Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Braun-Bostich & Associates Inc.'s Holdings Heat Map

Size field:

Braun-Bostich & Associates Inc.'s Holdings Bubble Chart

Braun-Bostich & Associates Inc. News

  • 1

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