Morton Brown Family Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Allentown, PA
CIK
0001909851
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 221 253,336 SCHB, AVEM, VEA, MUB 13F-HR 7/30/2024 000190985124000004
Q1 2024 216 242,276 SCHB, AVEM, MUB, VEA 13F-HR 4/23/2024 000190985124000002
Q4 2023 288 228,235 SCHB, AVEM, MUB, VEA 13F-HR 1/29/2024 000190985124000001
Q3 2023 179 195,602 SCHB, AVEM, VEA, MUB 13F-HR 10/18/2023 000190985123000004
Q2 2023 173 187,287 SCHB, VEA, MUB, SLYV 13F-HR 7/25/2023 000190985123000003
Q1 2023 294 167,690 SCHB, MUB, VEA, SPY 13F-HR 4/25/2023 000190985123000002
Q4 2022 171 146,666 SCHB, MUB, VEA, SPY 13F-HR 2/1/2023 000190985123000001
Q3 2022 216 125,479 SCHB, MUB, SPY, SLYV 13F-HR 10/31/2022 000190985122000004
Q2 2022 309 129,106 SCHB, MUB, VEA, SLYV 13F-HR 7/20/2022 000190985122000003
Q1 2022 146 132,340 SCHB, VEA, SLYV, REET 13F-HR 4/19/2022 000190985122000002
Q4 2021 229 130,501 SCHB, VEA, REET, SLYV 13F-HR 2/10/2022 000190985122000001