Braver Wealth Management, LLC 13F Holdings · last filed Q4 2016
Braver Wealth Management, LLC reported 145 securities worth $615.82M in its SEC 13F filing for Q4 2016 (period ended 2016-12-31). Top holdings: IVV (14.20%), IJH (4.63%), IEFA (3.96%). Among its top 25 positions this quarter: 4 new, 10 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $87.4M | 14.20% | 388,619 | Added |
| 2 | IJH | ISHARES TR | $28.5M | 4.63% | 172,579 | Added |
| 3 | IEFA | ISHARES TR | $24.4M | 3.96% | 454,717 | Trimmed |
| 4 | SPY | SPDR S&P 500 ETF TR | $23.2M | 3.76% | 103,655 | Trimmed |
| 5 | KBE | SPDR SERIES TRUST | $17.7M | 2.88% | 407,640 | Added |
| 6 | XLF | SELECT SECTOR SPDR TR | $17.6M | 2.86% | 756,441 | Added |
| 7 | SMH | VANECK VECTORS ETF TR | $13.4M | 2.17% | 186,838 | Trimmed |
| 8 | LQD | ISHARES TR | $12.6M | 2.04% | 107,148 | Added |
| 9 | IEMG | ISHARES INC | $11.7M | 1.91% | 276,554 | Trimmed |
| 10 | HYG | ISHARES TR | $11.5M | 1.88% | 133,427 | Added |
| 11 | IJR | ISHARES TR | $11.2M | 1.83% | 81,749 | Trimmed |
| 12 | AAPL | APPLE INC | $9.7M | 1.58% | 83,873 | New |
| 13 | BOND | PIMCO ETF TR | $9.7M | 1.58% | 93,587 | Trimmed |
| 14 | TOTL | SSGA ACTIVE ETF TR | $9.5M | 1.54% | 196,187 | Trimmed |
| 15 | AGG | ISHARES TR | $8.7M | 1.41% | 80,474 | Trimmed |
| 16 | VYM | VANGUARD WHITEHALL FDS INC | $7.6M | 1.23% | 99,912 | Trimmed |
| 17 | IWN | ISHARES TR | $6.9M | 1.13% | 58,271 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $6.9M | 1.13% | 76,759 | Added |
| 19 | XLE | SELECT SECTOR SPDR TR | $6.7M | 1.09% | 89,324 | New |
| 20 | JPM | JPMORGAN CHASE & CO | $6.5M | 1.06% | 75,543 | Added |
| 21 | REM | ISHARES TR | $6.5M | 1.05% | 153,748 | New |
| 22 | AMLP | ALPS ETF TR | $6.4M | 1.04% | 508,250 | New |
| 23 | ABBV | ABBVIE INC | $6.4M | 1.03% | 101,589 | Added |
| 24 | MSFT | MICROSOFT CORP | $6.2M | 1.01% | 100,521 | Added |
| 25 | DXJ | WISDOMTREE TR | $6.1M | 0.99% | 123,621 | Trimmed |
Source: SEC Form 13F filings · as of 2016-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR