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Bryant Woods Investment Advisors, LLC

13F
Bryant Woods Investment Advisors, LLC
Last update 2025-04-30 49 Stocks (1 new)
Value $208.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(33.92%)IJH(10.85%)VOO(10.03%)AAPL(7.21%)IJR(4.61%)
Summary Stock Picks Current Portfolio
Bryant Woods Investment Adviso... 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
IVV
iShares Core S&P 500 ETF
125,542
70,541.9
+8.13%
33.920
+2.55%
0.010
+18.87%
+8.94%
642,209.1
 
IJH
iShares Core S&P Mid-Cap ETF
386,706
22,564.8
-0.61%
10.850
-0.07%
0.030
+16.09%
+3.97%
98,717.1
 
VOO
Vanguard S&P 500 ETF
40,572
20,850.5
+4.92%
10.030
+0.47%
0.000
+18.82%
+8.89%
663,622.4
 
AAPL
Apple Inc
67,467
14,986.8
-0.05%
7.210
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
IJR
iShares Core S&P Small-Cap ETF
91,715
9,590.6
-7.68%
4.610
-0.43%
0.010
+17.04%
-0.26%
83,183.4
 
DFAW
Dimensional World Equity ETF
144,076
8,829.0
+18.12%
4.250
+0.65%
1.310
+17.18%
+11.43%
803.9
 
IVOO
Vanguard S&P Mid-Cap 400 ETF
77,735
7,672.5
+0.18%
3.690
+0.01%
0.330
+16.00%
+3.94%
2,651.4
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
126,211
6,811.3
-21.66%
3.280
-0.88%
0.010
+17.87%
+20.24%
100,742.8
 
VIOO
Vanguard S&P Small-Cap 600 ETF
47,320
4,567.2
-6.45%
2.200
-0.17%
0.160
+16.96%
-0.29%
2,857.9
 
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
69,258
4,413.0
+31.93%
2.120
+0.51%
0.070
+12.29%
+23.69%
7,995.3
 

Bryant Woods Investment Advisors, LLC's Historical Top Holdings Breakdowns

Bryant Woods Investment Advisors, 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
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+2.55%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Add 8.13%
125,542
9,442
FENI
Fidelity Enhanced International ETF
2025-03-31
New Buy
New Buy
+1.86%
●
27.29 ($29.43) 31.12
$34.14
16.00%
New holding
129,643
129,643
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+1.24%
●
32.57 ($34.36) 35.83
$36.56
6.40%
Add 485.43%
94,026
77,965
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.88%
●
50.83 ($53.83) 55.94
$62.03
15.23%
Reduce -21.66%
126,211
-34,896
TSPA
T. Rowe Price U.S. Equity Research ETF
T. Rowe Price U.S. Equity Research ETF
2025-03-31
Add
Add
+0.81%
●
34.58 ($37.03) 38.65
$39.80
7.48%
Add 191.65%
73,411
48,240
DFAW
Dimensional World Equity ETF
2025-03-31
Add
Add
+0.65%
●
60.42 ($63.31) 65.39
$69.06
9.08%
Add 18.12%
144,076
22,106
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-03-31
Add
Add
+0.51%
●
58.04 ($62.65) 65.84
$72.37
15.51%
Add 31.93%
69,258
16,763
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.47%
●
507.05 ($540.58) 563.67
$582.86
7.82%
Add 4.92%
40,572
1,901
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.43%
●
102.49 ($112.84) 119.96
$114.15
1.16%
Reduce -7.68%
91,715
-7,634
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.33%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Reduce -37.01%
8,657
-5,087

Bryant Woods Investment Advisors, LLC Total Holding History ($B)

To

Bryant Woods Investment Advisors, LLC's Asset Allocation

To

Bryant Woods Investment Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Bryant Woods Investment Advisors, LLC's Hypothetical Growth since 2025-03-31

Bryant Woods Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bryant Woods Investment Advisors, LLC's Holdings Heat Map

Size field:

Bryant Woods Investment Advisors, LLC's Holdings Bubble Chart

Bryant Woods Investment Advisors, LLC News

  • 1

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