Instuitional Investor - Brown Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Brown Wealth Management, Llc
Portfolio Value $380,061,489
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 101,567 $69,567,482 18.3%
2. BND 296,261 $23,072,812 6.07%
3.
Vanguard Tax-Managed Fds
363,943 $22,735,517 5.98%
4.
Vanguard Index Fds - GROWTH ETF
39,722 $19,378,831 5.1%
5.
Vanguard Index Fds - VALUE ETF
90,610 $17,305,583 4.55%