BROWN WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Naperville, IL
CIK
0001987005
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
88
277,113
VTV, VUG, BIV, IVV
13F-HR
11/14/2024
000110465924118521
Q2 2024
89
248,100
VTV, VUG, VEA, BIV
13F-HR
8/13/2024
000110465924088795
Q1 2024
90
241,796
VTV, VEA, VUG, BIV
13F-HR
5/13/2024
000110465924060473
Q4 2023
89
225,994
VEA, SCHX, BND, SUB
13F-HR
2/14/2024
000110465924024075
Q3 2023
83
210,119
VEA, SCHX, BND, MUB
13F-HR
11/14/2023
000110465923118230
Q2 2023
93
193,383
SCHX, VEA, BND, SUB
13F-HR
8/8/2023
000110465923088688
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