BC

Brio Consultants, LLC

13F
Brio Consultants, LLC
Last update 2025-07-07 119 Stocks (9 new)
Value $637.00 Mil Turnover 6 %
Countries:
Top Holdings: VOO(10.30%)BND(9.02%)SCHG(8.94%)GTO(7.18%)GSIE(5.20%)
Summary Stock Picks Current Portfolio
Brio Consultants, LLC 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
VOO
Vanguard S&P 500 ETF
127,599
65,574.5
+13.71%
10.300
+1.24%
0.010
+18.82%
+8.89%
663,622.4
 
BND
Vanguard Total Bond Market ETF
781,702
57,416.0
+2.54%
9.020
+0.22%
0.050
+1.67%
+3.53%
127,758.4
 
SCHG
Schwab U.S. Large-Cap Growth ETF
2,273,321
56,924.0
-11.95%
8.940
-1.35%
0.150
+23.74%
+7.64%
45,727.4
 
GTO
Invesco Total Return Bond ETF
974,359
45,726.7
+6.24%
7.180
+0.42%
2.320
+2.26%
+3.03%
1,971.4
 
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
928,912
33,115.7
+17.99%
5.200
+0.79%
0.900
+13.45%
+24.00%
4,177.5
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
899,444
32,748.8
+18.32%
5.140
+0.80%
0.130
+14.40%
+23.92%
27,862.8
 
COWZ
Pacer US Cash Cows 100 ETF
493,567
27,027.8
+0.55%
4.240
+0.02%
0.130
+13.56%
+2.38%
20,868.5
 
CMF
iShares California Muni Bond ETF
338,944
19,075.8
-17.70%
3.000
-0.65%
0.530
+1.05%
-2.09%
3,478.0
 
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
835,470
16,032.7
+1.55%
2.520
+0.04%
0.960
+1.71%
+5.20%
1,737.1
 
HTRB
Hartford Total Return Bond ETF
452,332
15,316.0
+2.19%
2.400
+0.05%
0.760
+1.95%
+3.25%
2,020.4
 

Brio Consultants, LLC's Historical Top Holdings Breakdowns

Brio Consultants, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMMD
iShares Russell 2500 ETF
2025-03-31
Reduce
Reduce
-1.48%
●
61.55 ($67.39) 71.27
$70.86
5.15%
Reduce -42.03%
191,744
-139,041
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-1.35%
●
24.91 ($27.39) 29.02
$29.94
9.31%
Reduce -11.95%
2,273,321
-308,512
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.24%
●
507.05 ($540.58) 563.67
$582.86
7.82%
Add 13.71%
127,599
15,387
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.80%
●
33.84 ($36.14) 37.77
$41.58
15.05%
Add 18.32%
899,444
139,242
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
2025-03-31
Add
Add
+0.79%
●
32.95 ($35.29) 37.06
$40.60
15.05%
Add 17.99%
928,912
141,663
CMF
iShares California Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.65%
●
55.93 ($56.83) 57.46
$55.25
-2.78%
Reduce -17.7%
338,944
-72,910
GTO
Invesco Total Return Bond ETF
2025-03-31
Add
Add
+0.42%
●
45.9 ($46.7) 47.37
$46.55
-0.32%
Add 6.24%
974,359
57,228
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.31%
●
57.07 ($58.33) 59.29
$63.62
9.07%
Reduce -15.13%
194,172
-34,628
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.22%
●
71.17 ($72.57) 73.66
$73.03
0.63%
Add 2.54%
781,702
19,331
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.15%
●
251.87 ($268.43) 277.95
$287.85
7.23%
Reduce -30.04%
8,470
-3,637

Brio Consultants, LLC Total Holding History ($B)

To

Brio Consultants, LLC's Asset Allocation

To

Brio Consultants, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Brio Consultants, LLC's Hypothetical Growth since 2025-03-31

Brio Consultants, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Brio Consultants, LLC's Holdings Heat Map

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Brio Consultants, LLC's Holdings Bubble Chart

Brio Consultants, LLC News

  • 1

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