Braver Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Braver Wealth Management, LLC 13F Holdings
CIK 0001566494 · NEEDHAM, MA
As of Dec 31, 2016, Braver Wealth Management, LLC reported
145 positions worth $615.8K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 388,619 | $87.4K | 14.20% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 172,579 | $28.5K | 4.63% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 454,717 | $24.4K | 3.96% |
| SPDR S&P 500 ETF TRUST | SPY | — | 103,655 | $23.2K | 3.76% |
| STATE STREET(R) SPDR(R) S&P(R) BANK ETF | KBE | — | 407,640 |
|
7.7K2.88% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 756,441 |
7.6K | 2.86% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 186,838 |
3.4K | 2.17% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 107,148 |
2.6K | 2.04% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 276,554 |
1.7K | 1.91% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 133,427 |
1.5K | 1.88% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 81,749 |
1.2K | 1.83% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 93,587 | $9.7K | 1.58% |
| APPLE INC | AAPL | Technology | 83,873 | $9.7K | 1.58% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 196,187 | $9.5K | 1.54% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 80,474 | $8.7K | 1.41% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 99,912 | $7.6K | 1.23% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 58,271 | $6.9K | 1.13% |
| EXXON MOBIL CORP | XOM | Energy | 76,759 | $6.9K | 1.13% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 89,324 | $6.7K | 1.09% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 75,543 | $6.5K | 1.06% |
| ISHARES MORTGAGE REAL ESTATE ETF | REM | — | 153,748 | $6.5K | 1.05% |
| ALPS | AMLP | — | 508,250 | $6.4K | 1.04% |
| ABBVIE INC | ABBV | Equity | 101,589 | $6.4K | 1.03% |
| MICROSOFT CORP | MSFT | Technology | 100,521 | $6.2K | 1.01% |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | DXJ | — | 123,621 | $6.1K | 0.99% |