Brickley Wealth Management Reduced Holdings in Q3 2024

Brickley Wealth Management

  • $490 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.83K
- 8.26%
$175.46 - $203.3 $497K - $576K
31.5K $6.38M
MSFT
Microsoft Corp

Technology
-113
- 5.4%
$395.15 - $467.56 $44.7K - $52.8K
1.98K $851K
LRCX
Lam Research Corp

Technology
-1
- 0.36%
$731.56 - $1127.3 $732 - $1.13K
280 $228K
NVDA
Nvidia Corp

Technology
-314
- 6.29%
$98.91 - $134.91 $31.1K - $42.4K
4.68K $567K
AMZN
Amazon Com Inc

Consumer Cyclical
-124
- 7.29%
$161.02 - $200.0 $20K - $24.8K
1.58K $293K
GOOG
Alphabet Inc.

Communication Services
-53
- 3.42%
$149.54 - $192.66 $7.93K - $10.2K
1.5K $249K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.64K
- 3.87%
$35.7 - $41.13 $58.4K - $67.3K
40.6K $1.64M
IWP
Ishares Russell Mid Cap Growth

ETFs
-315
- 3.37%
$103.87 - $117.59 $32.7K - $37K
9.03K $1.06M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7
- 0.11%
$60.13 - $68.17 $421 - $477
6.58K $445K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 1.94%
$405.19 - $478.57 $7.7K - $9.09K
958 $440K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-217
- 1.8%
$87.56 - $95.49 $19K - $20.7K
11.8K $1.13M
META
Meta Platforms, Inc.

Communication Services
-21
- 1.66%
$453.41 - $572.44 $9.52K - $12K
1.25K $712K
VB
Vanguard Small Cap ETF

ETFs
-43
- 0.42%
$214.77 - $237.72 $9.24K - $10.2K
10.3K $2.43M
ILMN
Illumina, Inc.

Healthcare
-2
- 0.03%
$105.28 - $135.9 $211 - $272
7.86K $1.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-330
- 0.97%
$332.02 - $382.76 $110K - $126K
33.6K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.41K
- 3.48%
$517.38 - $573.86 $732K - $811K
39.2K $22.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.35K
- 2.16%
$83.76 - $91.82 $197K - $216K
107K $9.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-130
- 0.09%
$75.32 - $84.37 $9.79K - $11K
142K $11.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
-267
- 0.57%
$149.02 - $167.67 $39.8K - $44.8K
46.9K $7.87M
VUG
Vanguard Growth ETF

ETFs
-70
- 0.06%
$341.08 - $391.94 $23.9K - $27.4K
116K $44.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-349
- 0.3%
$179.99 - $201.6 $62.8K - $70.4K
118K $23.6M
AAPL
Apple Inc.

Technology
-962
- 0.28%
$207.23 - $234.82 $199K - $226K
346K $80.6M
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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