Brickley Wealth Management Buys Apple Inc, SSGA SPDR S&P 500, ISHARES TRUST, Sells VANGUARD INDEX FDS, VANGUARD INTL EQUI

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Investment company Brickley Wealth Management (Current Portfolio) buys Apple Inc, SSGA SPDR S&P 500, ISHARES TRUST, ISHARES TRUST, Illumina Inc, sells VANGUARD INDEX FDS, VANGUARD INTL EQUI during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Brickley Wealth Management. As of 2020Q3, Brickley Wealth Management owns 34 stocks with a total value of $355 million. These are the details of the buys and sells.

For the details of Brickley Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/brickley+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Brickley Wealth Management
  1. Apple Inc (AAPL) - 669,392 shares, 21.89% of the total portfolio. Shares added by 66.23%
  2. VANGUARD INDEX FDS (VTV) - 431,790 shares, 13.01% of the total portfolio. Shares added by 3.04%
  3. Vanguard Total International Bond ETF (BNDX) - 677,279 shares, 11.16% of the total portfolio. Shares added by 0.78%
  4. VANGUARD BD IDX FD (BSV) - 406,638 shares, 9.50% of the total portfolio. Shares added by 4.08%
  5. ISHARES TRUST (IWF) - 109,746 shares, 6.86% of the total portfolio. Shares reduced by 3.54%
New Purchase: The Home Depot Inc (HD)

Brickley Wealth Management initiated holding in The Home Depot Inc. The purchase prices were between $247.35 and $291.93, with an estimated average price of $270.51. The stock is now traded at around $283.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 794 shares as of .

New Purchase: VANGUARD INTL EQUI (VSS)

Brickley Wealth Management initiated holding in VANGUARD INTL EQUI. The purchase prices were between $97.15 and $108.8, with an estimated average price of $104.14. The stock is now traded at around $107.91. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,087 shares as of .

Added: Apple Inc (AAPL)

Brickley Wealth Management added to a holding in Apple Inc by 66.23%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $115.04. The impact to a portfolio due to this purchase was 8.72%. The holding were 669,392 shares as of .

Added: SSGA SPDR S&P 500 (SPY)

Brickley Wealth Management added to a holding in SSGA SPDR S&P 500 by 80.99%. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $345.78. The impact to a portfolio due to this purchase was 0.58%. The holding were 13,386 shares as of .

Added: ISHARES TRUST (MTUM)

Brickley Wealth Management added to a holding in ISHARES TRUST by 32.19%. The purchase prices were between $132.78 and $156.38, with an estimated average price of $142.8. The stock is now traded at around $149.41. The impact to a portfolio due to this purchase was 0.33%. The holding were 31,591 shares as of .

Added: ISHARES TRUST (IMTM)

Brickley Wealth Management added to a holding in ISHARES TRUST by 42.07%. The purchase prices were between $31.58 and $34.61, with an estimated average price of $33.47. The stock is now traded at around $34.14. The impact to a portfolio due to this purchase was 0.12%. The holding were 42,129 shares as of .

Added: Illumina Inc (ILMN)

Brickley Wealth Management added to a holding in Illumina Inc by 23.93%. The purchase prices were between $268.51 and $400.74, with an estimated average price of $354.32. The stock is now traded at around $323.55. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,385 shares as of .



Here is the complete portfolio of Brickley Wealth Management. Also check out:

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