Brickley Wealth Management
CIK 1712533 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $696.4M
- Posisi
- 68
- Per tanggal
- 30 Juni 2026
#3.094 dari 9.443 berdasarkan nilai 13F · top 32.8%
Nilai portofolio QoQ: +19.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 81,39%
- Bobot 25 kepemilikan teratas
- 96,21%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 9,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,31% Perkiraan pembelian $117.004.320 · penjualan $1.997.965
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 97,1% masih dipegang
- Posisi baru
- 9
- Meningkat
- 25
- Menurun
- 23
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
18,2%
Healthcare
0,3%
Communication Services
0,3%
Retail
0,1%
Consumer Discretionary
0,0%
Financials
0,0%
Industrials
0,0%
Lainnya/Tidak terpetakan
81,0%
Portofolio lengkap 68 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTV | $141.791.402 | 20,36% | 650.628 | $15.436.994 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $114.218.171 | 16,40% | 394.727 | $17.119.415 | Naik ×1 | ||
| VUG | $71.986.090 | 10,34% | 835.687 | $11.775.840 | Naik ×1 | ||
| IEFA | $63.153.968 | 9,07% | 653.903 | $7.603.658 | Naik ×2 | ||
| AVDV | $46.343.003 | 6,65% | 449.714 | $1.279.205 | Turun ×3 | ||
| VBK | $37.143.076 | 5,33% | 101.567 | $6.670.056 | Naik ×5 | ||
| VBR | $30.626.482 | 4,40% | 126.040 | $3.507.796 | Naik ×6 | ||
| SPY SPY | $26.034.643 | 3,74% | 34.863 | $3.361.840 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $20.827.669 | 2,99% | 414.646 | $423.743 | Naik ×4 | ||
| EFA | $14.632.848 | 2,10% | 140.863 | $950.825 | |||
| IWF | $13.028.046 | 1,87% | 104.921 | $1.680.672 | Naik ×1 | ||
| AVEM | $11.831.411 | 1,70% | 122.618 | Naik ×1 | |||
| MTUM | $10.811.909 | 1,55% | 31.537 | $3.262.248 | Naik ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $10.087.408 | 1,45% | 171.031 | $648.912 | Naik ×6 | ||
| USMV | $9.626.366 | 1,38% | 99.796 | $-260.436 | Turun ×1 | ||
| VOE | $9.153.425 | 1,31% | 46.323 | $600.622 | Turun ×5 | ||
| VSS | $7.706.014 | 1,11% | 49.945 | Naik ×1 | |||
| AVIV | $6.937.374 | 1,00% | 89.607 | Naik ×1 | |||
| SNOW Snowflake Inc. Common Stock | $6.462.010 | 0,93% | 25.391 | Naik ×1 | |||
| SMMV | $5.614.736 | 0,81% | 121.953 | $67.212 | Turun ×1 | ||
| VWO | $3.499.442 | 0,50% | 58.627 | $329.845 | Turun ×1 | ||
| EFAV | $2.363.785 | 0,34% | 26.950 | $-493.464 | Turun ×1 | ||
| IMTM | $2.217.756 | 0,32% | 41.586 | $267.543 | Naik ×2 | ||
| SCHF | $1.949.743 | 0,28% | 70.388 | $207.842 | Naik ×1 | ||
| VTI | $1.932.128 | 0,28% | 5.221 | $584.382 | Naik ×6 | ||
| VT | $1.481.718 | 0,21% | 9.441 | $199.125 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.480.466 | 0,21% | 7.399 | $178.744 | Turun ×1 | ||
| ILMN Illumina, Inc. - Common Stock | $1.386.244 | 0,20% | 7.884 | $414.462 | |||
| ESGV | $1.352.418 | 0,19% | 10.227 | $183.912 | Turun ×6 | ||
| IUSV iShares Core S&P U.S. Value ETF | $1.300.431 | 0,19% | 11.806 | $93.267 | |||
| LRCX Lam Research Corporation - Common Stock | $1.261.857 | 0,18% | 2.912 | $636.901 | Turun ×1 | ||
| VOO | $1.231.450 | 0,18% | 1.793 | Naik ×1 | |||
| IWP | $1.210.957 | 0,17% | 8.271 | $143.717 | Turun ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $962.395 | 0,14% | 9.560 | $57.217 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $871.002 | 0,13% | 2.335 | $-8 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $866.903 | 0,12% | 1.539 | $-10.744 | Naik ×2 | ||
| KLAC KLA Corporation - Common Stock | $844.788 | 0,12% | 2.800 | $432.513 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $709.777 | 0,10% | 2.978 | $88.716 | Turun ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $635.794 | 0,09% | 6.723 | $-9.667 | Turun ×1 | ||
| IVV | $623.825 | 0,09% | 833 | $79.701 | |||
| BRKB | $591.961 | 0,09% | 1.183 | $3.503 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $576.635 | 0,08% | 1.632 | $104.463 | Turun ×1 | ||
| SCHG | $564.704 | 0,08% | 16.687 | $109.971 | Naik ×3 | ||
| VSGX | $549.867 | 0,08% | 6.678 | $48.905 | Turun ×3 | ||
| SCHV | $547.323 | 0,08% | 15.723 | $65.266 | Turun ×2 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $505.381 | 0,07% | 6.143 | $23.711 | |||
| AVGO Broadcom Inc. - Common Stock | $500.519 | 0,07% | 1.325 | $92.275 | Naik ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $476.566 | 0,07% | 5.804 | $21.853 | Naik ×1 | ||
| AVUV | $456.871 | 0,07% | 3.662 | $13.665 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $406.330 | 0,06% | 1.137 | $75.061 | Turun ×1 | ||
| AGG | $389.413 | 0,06% | 3.934 | $15.437 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $361.293 | 0,05% | 313 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $356.320 | 0,05% | 1.403 | $-125.716 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $318.394 | 0,05% | 757 | $46.645 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $316.793 | 0,05% | 3.706 | $52.886 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $302.126 | 0,04% | 923 | $47.678 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $292.661 | 0,04% | 244 | $68.237 | |||
| QQQ Invesco QQQ Trust, Series 1 | $273.941 | 0,04% | 372 | $59.230 | |||
| VEA | $271.407 | 0,04% | 3.809 | $23.531 | Turun ×1 | ||
| AVLV | $270.711 | 0,04% | 2.968 | $31.461 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $259.086 | 0,04% | 446 | Naik ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $258.627 | 0,04% | 130 | Naik ×1 | |||
| SCHC | $233.659 | 0,03% | 4.856 | $8.571 | Naik ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $233.266 | 0,03% | 4.008 | $-1.362 | |||
| VNQ | $226.803 | 0,03% | 2.352 | $18.181 | |||
| VEU | $221.686 | 0,03% | 2.647 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $208.625 | 0,03% | 1.842 | $-24.400 | Turun ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $203.275 | 0,03% | 399 | $-38.481 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Beli lebih banyak | +12K | +$17.1M |
| VTV | Beli lebih banyak | +7K | +$15.4M |
| VUG | Beli lebih banyak | +698K | +$11.8M |
| IEFA | Beli lebih banyak | +40K | +$7.6M |
| VBK | Beli lebih banyak | +746 | +$6.7M |
| VBR | Beli lebih banyak | +1K | +$3.5M |
| SPY | Hanya pergerakan harga | +0 | +$3.4M |
| MTUM | Beli lebih banyak | +79 | +$3.3M |
| IWF | Beli lebih banyak | +78K | +$1.7M |
| AVDV | Dipangkas | -2K | +$1.3M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.