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

Instuitional Investor - Brown Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Brown Wealth Management, Llc
Portfolio Value $282,116,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 163,833 $27,736,854 9.83%
2.
Vanguard Index Fds
 63,827 $26,197,014 9.28%
3.
Vanguard Bond Index Funds
 BND 304,414 $22,748,894 8.06%
4.
Ishares Trust
 IEF 38,255 $22,520,227 7.98%
5.
Vanguard Tax-Managed Fds
 383,017 $18,315,855 6.49%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)