Brown Wealth Management, LLC
- SEC CIK
- 0001987005
- 最新申報
- 2026/7/20
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位。
- 持股檔數
- 93
- 2023 年第 1 季沒有申報
- 總值
- $1.93 億
- 2023 年第 1 季沒有申報
Brown Wealth Management, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 441,070 | $2,310 萬 | 11.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 421,777 | $1,948 萬 | 10.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 228,096 | $1,658 萬 | 8.6% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 81,087 | $843.6 萬 | 4.4% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 153,538 | $771.1 萬 | 4.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 68,672 | $732.9 萬 | 3.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 92,734 | $689.3 萬 | 3.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,651 | $556.0 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 37,834 | $537.6 萬 | 2.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 129,062 | $525.0 萬 | 2.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 113,988 | $499.3 萬 | 2.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 85,575 | $405.8 萬 | 2.1% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 55,639 | $346.5 萬 | 1.8% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 48,664 | $328.5 萬 | 1.7% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 125,382 | $320.5 萬 | 1.7% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 32,289 | $316.6 萬 | 1.6% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 91,650 | $316.2 萬 | 1.6% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 65,585 | $315.2 萬 | 1.6% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 124,402 | $311.1 萬 | 1.6% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 53,730 | $275.8 萬 | 1.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 39,460 | $264.7 萬 | 1.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 34,882 | $261.4 萬 | 1.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 37,871 | $255.6 萬 | 1.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,283 | $243.7 萬 | 1.3% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 23,214 | $213.6 萬 | 1.1% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 41,817 | $196.7 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,845 | $179.4 萬 | 0.9% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 27,747 | $174.3 萬 | 0.9% | – | – | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 84,036 | $169.4 萬 | 0.9% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 17,867 | $164.1 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 8,109 | $157.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,345 | $145.8 萬 | 0.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 52,003 | $142.2 萬 | 0.7% | – | – | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 33,811 | $114.2 萬 | 0.6% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 34,401 | $112.5 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 32,453 | $102.8 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,001 | $88.1 萬 | 0.5% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 14,258 | $87.1 萬 | 0.5% | – | – | – |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 32,827 | $87.1 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 24,027 | $80.0 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 15,754 | $79.0 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,652 | $77.5 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 36,778 | $77.4 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,789 | $72.9 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,123 | $72.3 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 32,564 | $68.9 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,742 | $63.9 萬 | 0.3% | – | – | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 18,621 | $62.3 萬 | 0.3% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 20,162 | $57.4 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,396 | $57.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,427 | $57.1 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,919 | $53.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,102 | $53.5 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 12,435 | $51.8 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,425 | $51.4 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,496 | $50.8 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,089 | $50.7 萬 | 0.3% | – | – | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 16,470 | $49.2 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,146 | $47.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,332 | $44.9 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 12,790 | $43.4 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,599 | $43.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,924 | $38.4 萬 | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,014 | $37.9 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,876 | $35.8 萬 | 0.2% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,507 | $35.3 萬 | 0.2% | – | – | – |
| DTEDte Energy Co | COM | 3,152 | $34.7 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 10,078 | $34.5 萬 | 0.2% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,846 | $33.3 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,425 | $33.1 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 8,878 | $32.9 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 741 | $32.8 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,577 | $32.3 萬 | 0.2% | – | – | – |
| SNAPSnap Inc | Stock | 25,025 | $29.6 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 10,807 | $28.2 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 1,059 | $27.7 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 631 | $26.7 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 8,300 | $25.9 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 1,637 | $25.8 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,591 | $25.6 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 8,211 | $25.3 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,951 | $24.2 萬 | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,880 | $23.9 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 5,313 | $22.1 萬 | 0.1% | – | – | – |
| Vanguard Wellington FD921935409 | US MINIMUM | 2,150 | $21.5 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,743 | $21.4 萬 | 0.1% | – | – | – |
| CVSCVS Health Corp | Stock | 3,080 | $21.3 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,173 | $20.9 萬 | 0.1% | – | – | 歷史 |
| ARDXArdelyx, Inc. | COM | 60,000 | $20.3 萬 | 0.1% | – | – | 歷史 |
| CLSDClearside Biomedical, Inc. | COM | 110,000 | $12.3 萬 | 0.1% | – | – | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 61,000 | $11.3 萬 | 0.1% | – | – | 歷史 |
| LPTVLoop Media, Inc. | COM NEW | 33,118 | $7.92 萬 | <0.1% | – | – | 歷史 |
| GOEVCanoo Inc. | COM CL A | 50,000 | $2.40 萬 | <0.1% | – | – | 歷史 |