BW
| |
Brickley Wealth Management13F | |
| Brickley Wealth Management | |
| Last update 2025-04-29 | 45 Stocks (0 new) |
| Value $482.00 Mil | Turnover 1 % |
Brickley Wealth Management Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 637,582 | 110,135.9 | -0.03% | 22.840 | -0.01% | 0.080 | +9.57% | +7.46% | 135,011.0 | ||
AAPL | Apple Inc | 360,727 | 80,128.2 | +0.13% | 16.620 | +0.02% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 608,762 | 46,052.8 | +0.15% | 9.550 | +0.01% | 0.040 | +11.09% | +22.93% | 146,414.2 | ||
VUG | Vanguard Growth ETF | 121,189 | 44,939.2 | +4.86% | 9.320 | +0.43% | 0.030 | +22.07% | +10.46% | 166,080.2 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 452,957 | 31,589.2 | +0.56% | 6.550 | +0.04% | 0.400 | +17.73% | +29.44% | 10,095.2 | ||
VBK | Vanguard Small Cap Growth ETF | 99,955 | 25,165.6 | -0.14% | 5.220 | -0.01% | 0.150 | +15.77% | +2.04% | 18,123.7 | ||
VBR | Vanguard Small Cap Value ETF | 123,659 | 23,036.5 | +0.14% | 4.780 | +0.01% | 0.080 | +13.10% | +3.24% | 28,859.7 | ||
SPY | SPDR S&P 500 ETF Trust | 37,264 | 20,845.1 | -4.89% | 4.320 | -0.23% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 384,857 | 19,204.4 | +1.28% | 3.980 | +0.05% | 0.140 | +0.94% | +4.41% | 14,971.4 | ||
EFA | iShares MSCI EAFE ETF | 141,533 | 11,567.5 | -0.33% | 2.400 | -0.01% | 0.020 | +10.36% | +22.25% | 65,525.5 |
Brickley Wealth Management's Historical Top Holdings Breakdowns
Brickley Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.43% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | Add 4.86% | 121,189 | 5,614 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.23% | 551.42 ($587.78) 612.93 | $634.42 | 7.93% | Reduce -4.89% | 37,264 | -1,917 | |
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 2025-03-31 | Add Add | +0.05% | 48.43 ($49.09) 49.9 | $50.03 | 1.91% | Add 1.28% | 384,857 | 4,847 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Add Add | +0.04% | 63.74 ($67.91) 71.96 | $82.68 | 21.75% | Add 0.56% | 452,957 | 2,525 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.04% | 360.07 ($394.62) 417.26 | $437.85 | 10.95% | Reduce -1.48% | 28,733 | -432 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.04% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | Add 2.45% | 137,959 | 3,305 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.02% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Add 0.13% | 360,727 | 454 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.01% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Add 14.6% | 1,798 | 229 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.01% | 74.85 ($80.6) 84.89 | $90.86 | 12.73% | Reduce -0.33% | 141,533 | -466 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.01% | 114.9 ($128.55) 139.6 | $140.77 | 9.51% | Reduce -3.04% | 8,728 | -274 |
Brickley Wealth Management Total Holding History ($B)
Brickley Wealth Management's Asset Allocation
Brickley Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Brickley Wealth Management's Hypothetical Growth since 2025-03-31
Brickley Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Brickley Wealth Management's Holdings Heat Map
Size field:
Brickley Wealth Management's Holdings Bubble Chart
Brickley Wealth Management News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers