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Home > Institutional Investor > Braver Wealth Management, Llc > Profile

Instuitional Investor - Braver Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Braver Wealth Management, Llc
Portfolio Value $615,819,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 388,619 $87,435,000 14.19%
2.
Ishares Trust
 IEF 172,579 $28,534,000 4.63%
3.
Ishares Tr
 454,717 $24,386,000 3.95%
4.
Spdr S & P 500 Etf Trust
 SPY 103,655 $23,170,000 3.76%
5.
Spdr Series Trust
 407,640 $17,720,000 2.87%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)