- New Purchases: MSFT, IAU,
- Added Positions: IEFA, SCZ, BSV, BIV, VT, GORO, VB, VMBS, IWV, ACWX,
- Reduced Positions: IWP, VOE, VUG, VSS,
- Sold Out: VEU,
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- Vanguard Value (VTV) - 390,572 shares, 18.54% of the total portfolio. Shares added by 0.24%
- Vanguard Total International Bond ETF (BNDX) - 633,365 shares, 15.58% of the total portfolio. Shares added by 0.68%
- Vanguard Short-Term Bond (BSV) - 345,732 shares, 12.13% of the total portfolio. Shares added by 1.39%
- iShares Russell 1000 Growth (IWF) - 140,226 shares, 9.36% of the total portfolio. Shares reduced by 0.77%
- Apple Inc (AAPL) - 53,366 shares, 4.47% of the total portfolio. Shares reduced by 0.37%
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.
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