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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.
Style
Market Cap
Large
Value
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Small
Growth
2
0
0
0
0
0
4
1
0
BRICKLEY WEALTH MANAGEMENT

Time Period2019-03-31

Total Holdings40

Total Value ($x1000)226,777
Activities
New2

Increased14

Unchanged17

Decreased7

Sold Out1

Top 10 Stock Holdingstotal 80.35%
VTV18.54

BNDX15.58

BSV12.13

IWF9.36

AAPL4.47

 
VOE4.23

SCZ4.17

EFA4.12

VUG3.99

VBK3.76

-- hover over a symbol below for details --
SEC 13F
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Detail
Sort:
VTV
18.54%
VALUE ETF
BNDX
15.58%
INTL BD IDX ETF
BSV
12.13%
SHORT TRM BOND
IWF
9.36%
RUS 1000 GRW ETF
AAPL
4.47%
COM
VOE
4.23%
MCAP VL IDXVIP
SCZ
4.17%
EAFE SML CP ETF
EFA
4.12%
MSCI EAFE ETF
VUG
3.99%
GROWTH ETF
VBK
3.76%
SML CP GRW ETF
VBR
3.22%
SM CP VAL ETF
VWO
3.01%
FTSE EMR MKT ETF
IEFA
2.34%
CORE MSCI EAFE
BIV
1.55%
INTERMED TERM
VB
1.33%
SMALL CP ETF
VMBS
1.31%
MORTG-BACK SEC
VSS
0.94%
FTSE SMCAP ETF
IWP
0.7%
RUS MD CP GR ETF
ILMN
0.62%
COM
SPY
0.59%
TR UNIT
BEN
0.56%
COM
QQQ
0.48%
UNIT SER 1
V
0.4%
COM CL A
AMLP
0.33%
ALERIAN MLP
BRK.B
0.26%
CL B NEW
DIA
0.25%
UT SER 1
VT
0.21%
TT WRLD ST ETF
IWD
0.18%
RUS 1000 VAL ETF
EEM
0.18%
MSCI EMG MKT ETF
SDY
0.18%
S&P DIVID ETF
ACWX
0.15%
MSCI ACWI US ETF
XLF
0.14%
SBI INT-FINL
IWM
0.13%
RUSSELL 2000 ETF
PANW
0.12%
COM
IWV
0.12%
RUSSELL 3000 ETF
FEZ
0.11%
EURO STOXX 50
MSFT
0.09%
COM
IAU
0.08%
ISHARES
GORO
0.07%
COM
SENS
0.03%
COM
VEU
0.19%
ALLWRLD EX US