Brickley Wealth Management Top Holdings and 13F Report (2024) → Automatic Income (from home) (From Awesomely, LLC) (Ad) About Brickley Wealth ManagementInvestment ActivityBrickley Wealth Management has $436.15 million in total holdings as of March 31, 2024.Brickley Wealth Management owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.57% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Brickley Wealth Management has purchased 43 new stocks and bought additional shares in 15 stocks.Brickley Wealth Management sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Value ETF $102,498,419Apple $51,834,010iShares Core MSCI EAFE ETF $44,086,452Vanguard Growth ETF $40,158,806Avantis International Small Cap Value ETF $29,312,755 Largest New Holdings this Quarter Avantis U.S. Large Cap Value ETF $216,428 HoldingSchwab U.S. Large-Cap Value ETF $211,596 Holding Largest Purchases this Quarter Vanguard Value ETF 3,335 shares (about $543.14K)Vanguard Intermediate-Term Treasury Index ETF 9,042 shares (about $529.41K)iShares Core MSCI EAFE ETF 3,355 shares (about $249.01K)Vanguard Short-Term Inflation-Protected Securities ETF 4,826 shares (about $231.12K)Avantis U.S. Large Cap Value ETF 3,368 shares (about $216.43K) Largest Sales this Quarter Invesco QQQ 2,669 shares (about $1.19M)iShares Russell 1000 Growth ETF 554 shares (about $186.73K)Microsoft 387 shares (about $162.82K)Vanguard Growth ETF 314 shares (about $108.08K)Vanguard Small-Cap ETF 229 shares (about $52.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrickley Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$102,498,419$543,138 ▲0.5%629,36523.5%ETFAAPLApple$51,834,010$47,157 ▲0.1%302,27411.9%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$44,086,452$249,008 ▲0.6%593,99710.1%ETFVUGVanguard Growth ETF$40,158,806$108,079 ▼-0.3%116,6739.2%ETFAVDVAvantis International Small Cap Value ETF$29,312,755$128,625 ▲0.4%445,0776.7%ETFVBKVanguard Small-Cap Growth ETF$24,924,010$112,370 ▲0.5%95,5975.7%ETFVBRVanguard Small-Cap Value ETF$22,506,426$102,080 ▲0.5%117,2945.2%ETFSPYSPDR S&P 500 ETF Trust$21,234,0270.0%40,5954.9%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$17,642,006$231,117 ▲1.3%368,3864.0%ManufacturingIWFiShares Russell 1000 Growth ETF$13,144,290$186,726 ▼-1.4%38,9983.0%ETFEFAiShares MSCI EAFE ETF$11,359,4460.0%142,2422.6%FinanceUSMViShares MSCI USA Min Vol Factor ETF$9,148,394$2,173 ▲0.0%109,4572.1%ETFVOEVanguard Mid-Cap Value ETF$7,374,231$5,457 ▼-0.1%47,2981.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$6,982,849$529,409 ▲8.2%119,2631.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$6,424,4620.0%34,2911.5%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$4,750,304$712 ▲0.0%126,8441.1%ETFVBVanguard Small-Cap ETF$2,463,301$52,347 ▼-2.1%10,7760.6%ETFVWOVanguard FTSE Emerging Markets ETF$2,429,048$22,848 ▼-0.9%58,1530.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$2,183,047$47,419 ▲2.2%30,7990.5%ETFIMTMiShares MSCI Intl Momentum Factor ETF$1,657,3700.0%42,2480.4%ETFSCHFSchwab International Equity ETF$1,363,226$2,380 ▼-0.2%34,9370.3%ETFESGVVanguard ESG US Stock ETF$1,242,130$2,609 ▼-0.2%13,3290.3%ETFIUSViShares Core S&P U.S. Value ETF$1,087,3600.0%12,0230.2%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$1,072,459$3,082 ▼-0.3%9,3960.2%ETFMSFTMicrosoft$985,747$162,819 ▼-14.2%2,3430.2%Computer and TechnologyILMNIllumina$868,412$1,373 ▲0.2%6,3240.2%MedicalVTVanguard Total World Stock ETF$762,005$15,801 ▲2.1%6,8960.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$634,0330.0%6,6980.1%ETFMETAMeta Platforms$624,456$50,986 ▼-7.5%1,2860.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$615,138$47,038 ▲8.3%2,3670.1%ETFQQQInvesco QQQ$472,871$1,185,064 ▼-71.5%1,0650.1%FinanceNVDANVIDIA$458,1050.0%5070.1%Computer and TechnologyVSGXVanguard ESG International Stock ETF$439,0710.0%7,6400.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$416,8380.0%6,5820.1%ETFBRK.BBerkshire Hathaway$415,474$3,785 ▲0.9%9880.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$326,3020.0%3,9900.1%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$304,9320.0%3,2540.1%ETFAMZNAmazon.com$302,8580.0%1,6790.1%Retail/WholesaleLRCXLam Research$276,8970.0%2850.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$236,085$14,492 ▼-5.8%2,4110.1%FinanceGOOGAlphabet$235,6980.0%1,5480.1%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$232,7450.0%4,0080.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$232,593$15,945 ▼-6.4%2,5090.1%ETFAVLVAvantis U.S. Large Cap Value ETF$216,428$216,428 ▲New Holding3,3680.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$211,596$211,596 ▲New Holding2,7850.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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