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Brickley Wealth Management Buys iShares Core MSCI EAFE, Microsoft Corp, ishares Gold Trust, Sells Vanguard FTSE All World Ex US

April 19, 2019 | About:

Investment company Brickley Wealth Management buys iShares Core MSCI EAFE, Microsoft Corp, ishares Gold Trust, Gold Resource Corp, Vanguard Total World Stock Index, sells Vanguard FTSE All World Ex US during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Brickley Wealth Management. As of 2019Q1, Brickley Wealth Management owns 40 stocks with a total value of $227 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. Vanguard Value (VTV) - 390,572 shares, 18.54% of the total portfolio. Shares added by 0.24%
  2. Vanguard Total International Bond ETF (BNDX) - 633,365 shares, 15.58% of the total portfolio. Shares added by 0.68%
  3. Vanguard Short-Term Bond (BSV) - 345,732 shares, 12.13% of the total portfolio. Shares added by 1.39%
  4. iShares Russell 1000 Growth (IWF) - 140,226 shares, 9.36% of the total portfolio. Shares reduced by 0.77%
  5. Apple Inc (AAPL) - 53,366 shares, 4.47% of the total portfolio. Shares reduced by 0.37%
New Purchase: Microsoft Corp (MSFT)

Brickley Wealth Management initiated holding in Microsoft Corp. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $123.37. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,722 shares as of .

New Purchase: ishares Gold Trust (IAU)

Brickley Wealth Management initiated holding in ishares Gold Trust. The purchase prices were between $12.26 and $12.84, with an estimated average price of $12.49. The stock is now traded at around $12.22. The impact to a portfolio due to this purchase was 0.08%. The holding were 15,000 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Brickley Wealth Management added to a holding in iShares Core MSCI EAFE by 46.30%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $62.46. The impact to a portfolio due to this purchase was 0.74%. The holding were 87,213 shares as of .

Added: Vanguard Total World Stock Index (VT)

Brickley Wealth Management added to a holding in Vanguard Total World Stock Index by 31.74%. The purchase prices were between $64.36 and $74.23, with an estimated average price of $70.89. The stock is now traded at around $75.23. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,624 shares as of .

Added: Gold Resource Corp (GORO)

Brickley Wealth Management added to a holding in Gold Resource Corp by 310.00%. The purchase prices were between $3.86 and $4.91, with an estimated average price of $4.32. The stock is now traded at around $3.78. The impact to a portfolio due to this purchase was 0.05%. The holding were 41,000 shares as of .

Sold Out: Vanguard FTSE All World Ex US (VEU)

Brickley Wealth Management sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $45.08 and $50.94, with an estimated average price of $48.91.



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

1. Brickley Wealth Management's Undervalued Stocks
2. Brickley Wealth Management's Top Growth Companies, and
3. Brickley Wealth Management's High Yield stocks
4. Stocks that Brickley Wealth Management keeps buying

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