Brio Consultants, LLC New Holdings in Q3 2024

Brio Consultants, LLC

Stock	Shares change	Price Range	Shares Held
BND Vanguard Bd Index Fd Inc Total ETFs	724K New	$71.45 - $75.64 $51.7M - $54.8M	724K $54.4M
COST Costco Wholesale Corp Consumer Defensive	507 New	$801.83 - $917.05 $407K - $465K	507 $449K
BOX Box Inc Technology	10K New	$24.92 - $33.45 $249K - $335K	10K $327K
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	3.22K New	$100.3 - $100.74 $323K - $325K	3.22K $324K
AVGO Broadcom Inc. Technology	1.4K New	$136.27 - $1745.86 $191K - $2.44M	1.4K $241K
WMT Walmart Inc. Consumer Defensive	2.72K New	$66.91 - $81.4 $182K - $221K	2.72K $219K
VSGX Vanguard World Fd Esg Intl Stk ETFs	3.54K New	$55.06 - $62.25 $195K - $220K	3.54K $217K
SDY Spdr Series Tr Spdr S&P Divide ETFs	1.52K New	$125.95 - $142.04 $192K - $216K	1.52K $216K
HD Home Depot, Inc. Consumer Cyclical	506 New	$333.64 - $405.2 $169K - $205K	506 $205K
VOT Vanguard Mid Cap Growth Index ETFs	828 New	$218.05 - $243.47 $181K - $202K	828 $201K
LYG Lloyds Banking Group PLC Financial Services	12.9K New	$2.73 - $3.17 $35.1K - $40.8K	12.9K $39K

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