13F Filings for Morton Brown Family Wealth, LLC (CIK: 1909851)
View the most recent portfolio holdings disclosed by Morton Brown Family Wealth, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SCHB - SCHWAB U.S. BROAD MARKET ETF(Class: ETF) | 3.83M | $91.36M | 27.79% | Increased | 151.17K (4.0%, $12.07M) |
| AVEM - AVANTIS EMERGING MARKETS EQUITY ETF(Class: ETF) | 462.07K | $31.67M | 9.63% | Increased | 35.48K (8.0%, $6M) |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF(Class: ETF) | 482.31K | $27.50M | 8.36% | Increased | 42.50K (9.0%, $5.14M) |
| AVUV - AVANTIS U.S. SMALL CAP VALUE ETF(Class: ETF) | 210.39K | $19.17M | 5.83% | Increased | 2.01K (0.0%, $1M) |
| AVDV - AVANTIS INTERNATIONAL SMALL CAP VALUE ETF(Class: ETF) | 237.81K | $18.85M | 5.74% | Increased | 21.56K (9.0%, $3.77M) |
| MUB - ISHARES NATIONAL MUNI BOND ETF(Class: ETF) | 177.09K | $18.50M | 5.63% | Decreased | 34.58K (16.0%, $3.82M) |
| SCHR - SCHWAB INTERMEDIATE-TERM US TREASURY ETF(Class: ETF) | 549.48K | $13.75M | 4.18% | Increased | 52.34K (10.0%, $1.39M) |
| SPY - SPDR SP 500 ETF TRUST(Class: ETF) | 22.16K | $13.69M | 4.17% | Increased | 708 (3.0%, $1.69M) |
| REET - ISHARES GLOBAL REIT ETF(Class: ETF) | 431.19K | $10.65M | 3.24% | Increased | 24.75K (6.0%, $790.27K) |
| VCIT - VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF(Class: ETF) | 121.56K | $10.08M | 3.07% | Increased | 5.54K (4.0%, $594.34K) |
| MUNI - PIMCO INTERMED MUNI BOND(Class: ETF) | 192.73K | $9.90M | 3.01% | Increased | 23.63K (13.0%, $1.18M) |
| BNDX - VANGUARD TOTAL INTERNATIONAL BOND ETF(Class: ETF) | 169.51K | $8.39M | 2.55% | Increased | 8.74K (5.0%, $543.74K) |
| SUB - ISHARES SHORT-TERM NATIONAL MUNI BOND ETF(Class: ETF) | 59.80K | $6.36M | 1.93% | Decreased | 4.38K (6.0%, $418.11K) |
| VCSH - VANGUARD SHORT-TERM CORPORATE BOND ETF(Class: ETF) | 52.02K | $4.14M | 1.26% | Increased | 1.94K (3.0%, $182.28K) |
| SCHC - SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF(Class: ETF) | 75.59K | $3.22M | 0.98% | Increased | 2.06K (2.0%, $581.24K) |
| EFA - ISHARES MSCI EAFE ETF(Class: ETF) | 34.54K | $3.09M | 0.94% | Decreased | 709 (2.0%, $206.66K) |
| HDV - ISHARES CORE HIGH DIVIDEND ETF(Class: ETF) | 23.45K | $2.75M | 0.84% | Unchanged | |
| N/A - ISHARES CORE MSCI EAFE ETF(Class: ETF) | 27.67K | $2.31M | 0.70% | Decreased | 54 (0.0%, $212.56K) |
| VB - VANGUARD SMALL-CAP ETF(Class: ETF) | 8.24K | $1.95M | 0.59% | Decreased | 29 (0.0%, $119.09K) |
| AAPL - APPLE INC COM(Class: Stock) | 9.10K | $1.87M | 0.57% | Decreased | 233 (2.0%, $206.06K) |
| QQQ - INVESCO QQQ TRUST SERIES I(Class: ETF) | 3.07K | $1.69M | 0.52% | Increased | 78 (2.0%, $290.57K) |
| AVGO - BROADCOM INC COM(Class: Stock) | 5.39K | $1.48M | 0.45% | Decreased | 935 (14.0%, $426.44K) |
| VTI - VANGUARD TOTAL STOCK MARKET ETF(Class: ETF) | 4.89K | $1.48M | 0.45% | Increased | 140 (2.0%, $180.60K) |
| VWO - VANGUARD FTSE EMERGING MARKETS ETF(Class: ETF) | 26.69K | $1.32M | 0.40% | Unchanged | |
| MSFT - MICROSOFT CORP COM(Class: Stock) | 2.50K | $1.24M | 0.38% | Unchanged |