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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Growth
6
0
0
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2
1
0
BRICKLEY WEALTH MANAGEMENT

Time Period2019-06-30

Total Holdings42

Total Value ($x1000)239,292
Activities
New5

Increased14

Unchanged12

Decreased11

Sold Out3

Top 10 Stock Holdingstotal 80.53%
VTV18.72

BNDX15.77

BSV12.42

IWF9.07

AAPL4.54

 
SCZ4.42

VUG3.99

VOE3.96

EFA3.95

VBK3.69

-- hover over a symbol below for details --
SEC 13F
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Detail
Sort:
VTV
18.72%
VALUE ETF
BNDX
15.77%
INTL BD IDX ETF
BSV
12.42%
SHORT TRM BOND
IWF
9.07%
RUS 1000 GRW ETF
AAPL
4.54%
COM
SCZ
4.42%
EAFE SML CP ETF
VUG
3.99%
GROWTH ETF
VOE
3.96%
MCAP VL IDXVIP
EFA
3.95%
MSCI EAFE ETF
VBK
3.69%
SML CP GRW ETF
VBR
3.11%
SM CP VAL ETF
IEFA
2.89%
CORE MSCI EAFE
VWO
2.85%
FTSE EMR MKT ETF
BIV
1.78%
INTERMED TERM
VMBS
1.54%
MORTG-BACK SEC
VB
1.28%
SMALL CP ETF
VSS
0.87%
FTSE SMCAP ETF
ILMN
0.6%
COM
SPY
0.58%
TR UNIT
IWP
0.48%
RUS MD CP GR ETF
QQQ
0.47%
UNIT SER 1
AMLP
0.31%
ALERIAN MLP
BRK.B
0.26%
CL B NEW
DIA
0.24%
UT SER 1
VT
0.23%
TT WRLD ST ETF
IWD
0.18%
RUS 1000 VAL ETF
SDY
0.17%
S&P DIVID ETF
EEM
0.17%
MSCI EMG MKT ETF
BAC
0.14%
COM
XLF
0.14%
SBI INT-FINL
ACWX
0.14%
MSCI ACWI US ETF
IWM
0.13%
RUSSELL 2000 ETF
MSFT
0.12%
COM
IWV
0.11%
RUSSELL 3000 ETF
FEZ
0.11%
EURO STOXX 50
JNJ
0.11%
COM
INTC
0.1%
COM
JPM
0.1%
COM
PANW
0.09%
COM
XLI
0.08%
SBI INT-INDS
GORO
0.06%
COM
SENS
0.02%
COM
BEN
0.56%
COM
V
0.4%
COM CL A
IAU
0.08%
ISHARES