Brio Consultants, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Francisco, CA
CIK
0001747799
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 98 563,640 SCHG, VOO, BIV, GTO RESTATEMENT 2/13/2024 000176538024000076
Q3 2023 95 532,479 SCHG, BIV, VOO, GTO 13F-HR 10/27/2023 000176538023000188
Q2 2023 93 553,123 SCHG, VOO, BIV, GTO 13F-HR 8/9/2023 000176538023000163
Q1 2023 90 540,353 SCHG, BIV, COWZ, SCHD 13F-HR 5/4/2023 000176538023000096
Q4 2022 89 501,947 BIV, SCHG, SCHD, COWZ 13F-HR 2/7/2023 000176538023000018
Q3 2022 92 473,230 BIV, SCHG, COWZ, SCHD 13F-HR 10/25/2022 000176538022000130
Q2 2022 79 440,486 BIV, SCHG, SCHD, COWZ 13F-HR 7/14/2022 000176538022000090
Q1 2022 77 468,919 VIG, EFA, SPAB, IWF 13F-HR 5/4/2022 000176538022000058
Q4 2021 70 425,469 VIG, EFA, SPLG, IWF 13F-HR 1/18/2022 000176538022000001
Q3 2021 75 412,018 EFA, VIG, SPLG, IWF 13F-HR 10/29/2021 000176538021000104
Q2 2021 75 391,352 VIG, EFA, SPLG, IWF 13F-HR 7/22/2021 000176538021000074
Q1 2021 72 339,669 EFA, VIG, SPLG, IWF 13F-HR 4/26/2021 000176538021000039
Q4 2020 69 309,717 EFA, VIG, SPLG, IWF 13F-HR 1/11/2021 000176538021000005
Q3 2020 73 331,159 MSFT, EFA, VIG, IWF 13F-HR 10/26/2020 000176538020000083
Q2 2020 67 299,467 MSFT, EFA, VIG, IWF 13F-HR 7/14/2020 000176538020000061
Q1 2020 65 250,316 MSFT, EFA, TIPX, SPAB 13F-HR 4/16/2020 000176538020000038
Q4 2019 77 297,330 MSFT, EFA, VXUS, TIPX 13F-HR 1/27/2020 000176538020000014
Q3 2019 74 266,928 MSFT, VEA, VXUS, TIPX 13F-HR 10/10/2019 000176538019000103
Q2 2019 71 249,004 MSFT, VEA, SPDW, SPAB 13F-HR 7/17/2019 000176538019000065
Q1 2019 67 225,668 VEA, MSFT, SPDW, SPAB 13F-HR 4/23/2019 000176538019000040
Q4 2018 68 194,728 VEA, SPDW, MSFT, SPAB 13F-HR 2/4/2019 000176538019000011
Additional filings from Brio Consultants, LLC that have since been restated