MB

Morton Brown Family Wealth, LLC

13F
Morton Brown Family Wealth, LLC
Last update 2025-04-25 324 Stocks (76 new)
Value $294.00 Mil Turnover 5 %
Countries:
Top Holdings: SCHB(26.95%)AVEM(8.72%)VEA(7.60%)MUB(7.59%)AVUV(6.17%)
Summary Stock Picks Current Portfolio
Morton Brown Family Wealth, LL... 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
SCHB
Schwab U.S. Broad Market ETF
3,682,762
79,289.9
+3.14%
26.950
+0.82%
0.260
+18.78%
+7.84%
35,306.3
 
AVEM
Avantis Emerging Markets Equity ETF
426,587
25,667.7
+4.11%
8.720
+0.34%
0.320
+19.33%
+20.87%
11,156.4
 
VEA
Vanguard FTSE Developed Markets ETF
439,804
22,355.2
+3.82%
7.600
+0.28%
0.020
+13.26%
+22.33%
163,588.6
 
MUB
iShares National Muni Bond ETF
211,672
22,318.7
+5.88%
7.590
+0.42%
0.060
+0.05%
-2.82%
37,843.6
 
AVUV
Avantis U.S. Small Cap Value ETF
208,387
18,165.1
+10.33%
6.170
+0.58%
0.120
+18.43%
+0.06%
17,283.8
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
216,244
15,080.8
+7.32%
5.130
+0.35%
0.190
+17.66%
+27.86%
10,159.9
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
497,148
12,359.1
+7.67%
4.200
+0.30%
0.120
+0.40%
+2.22%
10,897.9
 
SPY
SPDR S&P 500 ETF Trust
21,454
12,001.3
+0.50%
4.080
+0.02%
0.000
+18.80%
+8.86%
654,366.5
 
REET
iShares Global REIT ETF
406,435
9,860.1
+3.85%
3.350
+0.12%
0.260
+6.40%
+5.38%
3,988.9
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
116,018
9,485.6
+13.19%
3.220
+0.38%
0.020
+2.52%
+2.82%
53,364.2
 

Morton Brown Family Wealth, LLC's Historical Top Holdings Breakdowns

Morton Brown Family Wealth, 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
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.82%
●
21.23 ($22.75) 23.75
$24.48
7.60%
Add 3.14%
3,682,762
112,188
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.58%
●
84.96 ($93.96) 100.71
$96.59
2.80%
Add 10.33%
208,387
19,512
MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.48%
●
51.26 ($51.87) 52.53
$50.98
-1.72%
Add 19.56%
169,105
27,671
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.42%
●
104.71 ($106.35) 107.68
$103.54
-2.64%
Add 5.88%
211,672
11,748
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.38%
●
79.17 ($80.9) 82.04
$82.53
2.01%
Add 13.19%
116,018
13,520
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+0.35%
●
63.74 ($67.91) 71.96
$83.21
22.53%
Add 7.32%
216,244
14,746
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.34%
●
57.11 ($60.13) 62.4
$71.06
18.18%
Add 4.11%
426,587
16,836
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.30%
●
24.05 ($24.48) 24.86
$24.83
1.43%
Add 7.67%
497,148
35,435
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.28%
●
47.4 ($50.6) 52.99
$58.50
15.61%
Add 3.82%
439,804
16,197
APD
Air Products & Chemicals Inc
2025-03-31
Reduce
Reduce
-0.26%
●
283.24 ($308.4) 338.07
$297.89
-3.41%
Reduce -88.21%
341
-2,552

Morton Brown Family Wealth, LLC Total Holding History ($B)

To

Morton Brown Family Wealth, LLC's Asset Allocation

To

Morton Brown Family Wealth, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Morton Brown Family Wealth, LLC's Hypothetical Growth since 2025-03-31

Morton Brown Family Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Morton Brown Family Wealth, LLC's Holdings Heat Map

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Morton Brown Family Wealth, LLC's Holdings Bubble Chart

Morton Brown Family Wealth, LLC News

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