- New Purchases: HD, VSS,
- Added Positions: AAPL, SPY, VTV, BSV, MTUM, USMV, IEFA, SCZ, IMTM, VUG, ILMN, BIV, VBR, EFAV, VB, AGG,
- Reduced Positions: VOE, VWO, IWF, QQQ, IWV,
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- Apple Inc (AAPL) - 669,392 shares, 21.89% of the total portfolio. Shares added by 66.23%
- VANGUARD INDEX FDS (VTV) - 431,790 shares, 13.01% of the total portfolio. Shares added by 3.04%
- Vanguard Total International Bond ETF (BNDX) - 677,279 shares, 11.16% of the total portfolio. Shares added by 0.78%
- VANGUARD BD IDX FD (BSV) - 406,638 shares, 9.50% of the total portfolio. Shares added by 4.08%
- ISHARES TRUST (IWF) - 109,746 shares, 6.86% of the total portfolio. Shares reduced by 3.54%
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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