Braun-Bostich & Associates Inc. 13F Holdings
CIK 0001740842 · CANONSBURG, PA
As of Sep 30, 2025, Braun-Bostich & Associates Inc. reported 123 positions worth
CIK 0001740842 · CANONSBURG, PA
As of Sep 30, 2025, Braun-Bostich & Associates Inc. reported 123 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 109,863 | $9.8M | 6.19% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 139,877 | $8.3M | 5.22% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 37,799 | $7.4M | 4.63% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 59,915 | $6.3M | 3.94% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 101,052 | $5.6M | 3.52% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 79,589 | $5.4M | 3.40% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 78,076 | $5.1M | 3.24% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 102,740 | $5.1M | 3.20% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 55,798 | $4.7M | 2.96% |
| ISHARES S&P 100 ETF | OEF | — | 13,893 | $4.6M | 2.91% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 65,141 | $4.4M | 2.76% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,940 | $4.3M | 2.68% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 73,218 | $3.6M | 2.30% |
| MICROSOFT CORP | MSFT | Technology | 6,459 | $3.3M | 2.11% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 61,970 | $3.3M | 2.08% |
| NVR INC | NVR | Consumer Cyclical | 384 | $3.1M | 1.94% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 79,176 | $3.0M | 1.89% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 81,041 | $2.8M | 1.74% |
| ISHARES MBS ETF | MBB | — | 25,326 | $2.4M | 1.52% |
| ISHARES GOLD TRUST | IAU | — | 32,197 | $2.3M | 1.48% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 29,074 | $2.3M | 1.46% |
| BROADCOM INC | AVGO | Technology | 6,526 | $2.2M | 1.36% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 20,685 | $2.1M | 1.34% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 45,465 | $2.1M | 1.30% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 19,889 | .9M | 1.19% |