Brickley Wealth Management Closed Holding Positions

Brickley Wealth Management

  • $490 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MATX
Matson, Inc.

Industrials
Q2 2022 Filed on Jul 29, 2022
2,003
$69.34 - $115.55 $139K - $231K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
4,860
$31.13 - $40.9 $151K - $199K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Jul 29, 2022
15,617
$31.0 - $38.49 $484K - $601K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
4,648
$48.26 - $56.7 $224K - $264K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2022 Filed on Apr 25, 2022
1,279
$128.3 - $168.44 $164K - $215K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on Apr 25, 2022
873,868
$52.1 - $55.0 $45.5M - $48.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on Apr 25, 2022
112,764
$49.53 - $52.66 $5.59M - $5.94M
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 25, 2022
1,349
$129.03 - $157.89 $174K - $213K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2022 Filed on Apr 25, 2022
1,527
$115.14 - $134.62 $176K - $206K
SHV
Ishares Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
1,940
$110.22 - $110.4 $214K - $214K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 25, 2022
80,092
$81.03 - $87.06 $6.49M - $6.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2022 Filed on Apr 25, 2022
423,987
$77.66 - $80.73 $32.9M - $34.2M
INTC
Intel Corp

Technology
Q1 2022 Filed on Apr 25, 2022
4,250
$44.4 - $55.91 $189K - $238K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2020 Filed on Aug 12, 2020
9,038
$31.83 - $40.85 $288K - $369K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2020 Filed on May 13, 2020
6,800
$25.19 - $41.26 $171K - $281K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2020 Filed on May 13, 2020
4,000
$68.26 - $108.76 $273K - $435K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2020 Filed on May 13, 2020
2,747
$80.33 - $87.96 $221K - $242K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2020 Filed on May 13, 2020
692
$204.27 - $310.92 $141K - $215K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2020 Filed on May 13, 2020
2,182
$186.13 - $295.72 $406K - $645K
XLI
Industrial Sector Spdr

ETFs
Q1 2020 Filed on May 13, 2020
2,600
$48.77 - $85.23 $127K - $222K
XLF
Financial Sector Spdr

ETFs
Q1 2020 Filed on May 13, 2020
12,460
$17.66 - $31.17 $220K - $388K
Alps ETF Tr
Q1 2020 Filed on May 13, 2020
74,598
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 13, 2020
9,268
$30.61 - $46.3 $284K - $429K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2020 Filed on May 13, 2020
3,300
$85.17 - $138.52 $281K - $457K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2020 Filed on May 13, 2020
2,000
$99.9 - $169.53 $200K - $339K
PANW
Palo Alto Networks Inc

Technology
Q1 2020 Filed on May 13, 2020
1,107
$132.58 - $249.22 $147K - $276K
GORO
Gold Resource Corp

Basic Materials
Q4 2019 Filed on Jan 31, 2020
40,056
$3.02 - $5.65 $121K - $226K
SENS
Senseonics Holdings, Inc.

Healthcare
Q4 2019 Filed on Jan 31, 2020
25,000
$0.83 - $1.3 $20.8K - $32.5K
GM
General Motors CO

Consumer Cyclical
Q4 2019 Filed on Jan 31, 2020
16,164
$33.88 - $38.72 $548K - $626K
BEN
Franklin Resources Inc

Financial Services
Q2 2019 Filed on Aug 09, 2019
37,998
$31.82 - $35.67 $1.21M - $1.36M
Ishares Gold Trust
Q2 2019 Filed on Aug 09, 2019
15,000
N/A
V
Visa Inc.

Financial Services
Q2 2019 Filed on Aug 09, 2019
5,749
$157.26 - $173.85 $904K - $999K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2019 Filed on Apr 19, 2019
8,471
N/A
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
22,000
$3.52 - $5.55 $77.4K - $122K
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
8,648
$22.24 - $25.28 $192K - $219K
Cigna Corporation
Q2 2018 Filed on Aug 13, 2018
1,635
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2018 Filed on Apr 30, 2018
107,710
N/A
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