Brass Tax Wealth Management, Inc Portfolio Holdings

Brass Tax Wealth Management, Inc has filed its 13F form on December 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $252 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $32.3M, Vanguard Total Stock Market Et with a value of $24.9M, Vanguard Small Cap ETF with a value of $16.5M, Ishares S&P 500 Value ETF with a value of $14.8M, and Ishares Core Dividend Growth E with a value of $11M.

Examining the 13F form we can see an decrease of $231B in the current position value, from $231B to 252M. Also it can be appreciated an additional of 21 stocks purchases and 2 closed positions.

Brass Tax Wealth Management, Inc is based out at Cincinnati, OH

Below you can find more details about Brass Tax Wealth Management, Inc portfolio as well as his latest detailed transactions.