Brown Financial Advisory

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Fairhope, AL
CIK
0001843853
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 32 128,691 SPLG, VB, DFAR, IWB 13F-HR 4/25/2024 000108514624002032
Q4 2023 32 122,805 SPLG, VB, DFAR, IWB 13F-HR 1/25/2024 000108514624000510
Q3 2023 29 112,846 SPLG, VB, DFAR, IWB 13F-HR 10/24/2023 000108514623003914
Q2 2023 30 122,538 SPLG, VB, DFAR, SPDW 13F-HR 7/21/2023 000108514623002819
Q1 2023 28 103,881 SPLG, VB, SPDW, IWB 13F-HR 4/24/2023 000108514623001822
Q4 2022 29 96,935 SPLG, VB, SPDW, IWB 13F-HR 1/25/2023 000108514623000352
Q3 2022 27 104,168 SPLG, VB, SPDW, SPEM 13F-HR 10/20/2022 000108514622003541
Q2 2022 26 93,363 SPLG, IWB, VB, SPDW 13F-HR 7/18/2022 000108514622002430
Q1 2022 29 123,005 SPLG, IWB, VB, SPDW 13F-HR 4/29/2022 000108514622001623
Q4 2021 28 114,053 SPLG, IWB, VB, SPDW 13F-HR 1/26/2022 000108514622000351
Q3 2021 26 121,375 SPLG, IWB, BND, VB 13F-HR 10/20/2021 000108514621002852
Q2 2021 26 119,967 SPLG, IWB, BND, VB 13F-HR 7/27/2021 000108514621002120
Q1 2021 26 113,106 SPLG, IWB, BND, SPDW 13F-HR 4/28/2021 000108514621001343
Q4 2020 27 112,834 SPLG, IWB, BND, SPDW 13F-HR 2/11/2021 000108514621000631