Morton Brown Family Wealth, LLC

CIK Number: 0001909851

294.2M
Market Value
272
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SCHB Schwab U.S. Bro...
23.61
+0.92% 3.57M +209.64% 81.05M 18.35 28.25%
2 AVEM Avantis Emergin...
68.37
+0.62% 409.75K +5.18% 24.09M 54.99 8.40%
3 MUB iShares Nationa...
104.33
+0.13% 199.92K +6.68% 21.3M 107.42 7.42%
4 VEA Vanguard Develo...
56.48
+1.10% 423.61K +5.25% 20.26M 48.43 7.06%
5 AVUV Avantis U.S. Sm...
90.91
+1.61% 188.88K +6.45% 18.23M 92.4 6.35%
6 AVDV Avantis Interna...
78.47
+1.83% 201.5K +18.66% 13.11M 68.04 4.57%
7 SPY SPDR S&P 500 ET...
611.96
+0.80% 21.35K -3.66% 12.51M 408.2 4.36%
8 SCHR Schwab Intermed...
25.01
+0.24% 461.71K +111.48% 11.22M 26.67 3.91%
9 REET iShares Global ...
24.61
+0.22% 391.37K +5.23% 9.38M 28.3 3.27%
10 VCIT Vanguard Interm...
82.66
+0.30% 102.5K +13.12% 8.23M 81.63 2.87%
11 MUNI PIMCO Intermedi...
51.24
+0.05% 141.43K +21.04% 7.32M 52.52 2.55%
12 BNDX Vanguard Total ...
49.48
+0.11% 146.98K +12.81% 7.21M 49.85 2.51%
13 SUB iShares Short-T...
106.25
+0.02% 59.52K -8.07% 6.28M 104.28 2.19%
14 VCSH Vanguard Short-...
79.41
+0.18% 46.31K +10.13% 3.61M 77.58 1.26%
15 SCHC Schwab Internat...
42.12
+1.47% 80.49K -29.91% 2.76M 36.65 0.96%
16 EFA iShares MSCI EA...
88.55
+1.13% 35.7K -5.5% 2.7M 78.68 0.94%
17 HDV iShares Core Hi...
116.60
+0.62% 23.6K -5.38% 2.65M 100.99 0.92%
18 AAPL Apple Inc.
201.21
-0.18% 9K +0.60% 2.25M 181.81 0.79%
19 IEFA iShares Core MS...
82.55
+1.22% 30.13K -0.59% 2.12M 55.46 0.74%
20 VB Vanguard Small ...
237.05
+1.40% 8.32K -1.29% 2M 226.01 0.70%
21 VTI Vanguard Total ...
302.04
+0.90% 5.35K +12.52% 1.55M 222.36 0.54%
22 QQQ Invesco QQQ Tru...
546.29
+0.95% 3.02K -6.31% 1.54M 387 0.54%
23 AVGO Broadcom Inc.
270.21
+2.10% 6.58K -10.47% 1.53M 158.54 0.53%
24 VWO Vanguard Emergi...
49.45
+0.69% 29.14K -2.39% 1.28M 42.9 0.45%
25 VSS Vanguard FTSE A...
133.16
+1.34% 9.7K -5.13% 1.11M 121.06 0.39%
26 ESGU iShares ESG Awa...
133.79
+0.79% 7.93K -7.01% 1.02M 99.72 0.36%
27 MSFT Microsoft Corpo...
497.50
+1.06% 2.34K 0.00% 985.41K 361.53 0.34%
28 IWM iShares Russell...
215.50
+1.67% 4.35K -7.65% 960.29K 200.31 0.33%
29 SLYV SPDR S&P 600 Sm...
79.92
+1.59% 10.93K -24.62% 953.21K 81.12 0.33%
30 APD Air Products an...
283.10
+0.39% 2.89K 0.00% 839.09K 295.85 0.29%
31 VXUS Vanguard Total ...
68.64
+1.01% 13.49K +0.03% 795.21K 63.09 0.28%
32 VOT Vanguard Mid-Ca...
280.12
+0.84% 2.34K -0.17% 594.03K 170.54 0.21%
33 BAC Bank of America...
47.51
+1.40% 12.39K +1.56% 544.41K 34.13 0.19%
34 ESGD iShares ESG Awa...
88.26
+1.12% 6.59K -5.91% 502.07K 75.18 0.17%
35 CAPL CrossAmerica Pa...
21.08
+0.91% 20.1K 0.00% 442.11K 19.75 0.15%
36 NVDA NVIDIA Corporat...
155.10
+0.51% 3.29K 0.00% 441.86K 26.21 0.15%
37 BRK-B Berkshire Hatha...
485.71
-0.1% 903 0.00% 409.31K 319.87 0.14%
38 AVRE Avantis Real Es...
43.84
-0.05% 9.38K +22.83% 393.34K 41.54 0.14%
39 IJH iShares Core S&...
61.88
+1.38% 6.23K 0.00% 388.44K 48.22 0.14%
40 EEMV iShares MSCI Em...
62.77
+0.58% 6.51K -1.87% 377.4K 62.63 0.13%
41 AOR iShares Core Gr...
61.20
+0.71% 6.46K -49.26% 370.57K 57.01 0.13%
42 IVV iShares Core S&...
614.96
+0.82% 624 +100.64% 367.34K 529.35 0.13%
43 SCHI Schwab 5-10 Yea...
22.70
+0.29% 15.64K +100.00% 345.09K 22.07 0.12%
44 SCHF Schwab Internat...
21.89
+1.08% 17.88K +224.04% 330.85K 18.49 0.12%
45 IDCC InterDigital, I...
227.47
-1.31% 1.55K +100.00% 300.27K 193.72 0.10%
46 SCHX Schwab U.S. Lar...
24.23
+0.81% 12.34K +200.00% 285.95K 18.8 0.10%
47 IWF iShares Russell...
419.42
+0.96% 712 0.00% 285.74K 305.63 0.10%
48 MCD McDonald's Corp...
285.78
+0.08% 958 -21.92% 277.61K 268.21 0.10%
49 VNQ Vanguard Real E...
88.31
-1.01% 2.98K 0.00% 265.82K 83.22 0.09%
50 SCHG Schwab U.S. Lar...
28.88
+0.87% 9.38K +300.00% 261.31K 20.58 0.09%
51 DIS The Walt Disney...
121.64
+1.86% 2.34K +81.85% 261K 126.86 0.09%
52 FTGC First Trust Glo...
24.79
+0.10% 10.58K 0.00% 253.18K 23.06 0.09%
53 SPDW SPDR Portfolio ...
40.12
+1.20% 7.41K +100.00% 252.8K 34.13 0.09%
54 IJS iShares S&P Sma...
99.62
+1.53% 2.3K 0.00% 250.24K 86.99 0.09%
55 ESML iShares ESG Awa...
41.28
+1.60% 5.43K -12.85% 228.42K 36.86 0.08%
56 ITOT iShares Core S&...
133.78
+0.92% 1.75K +43.77K% 225.73K 128.61 0.08%
57 MAR Marriott Intern...
269.73
+1.41% 793 +4.48% 221.2K 169.97 0.08%
58 ESGE iShares ESG Awa...
39.19
+0.55% 6.42K -8.44% 214.2K 33.58 0.07%
59 IEI iShares 3-7 Yea...
119.01
+0.24% 1.82K -0.55% 209.95K 115.16 0.07%
60 IVOG Vanguard S&P Mi...
112.28
+1.21% 1.75K 0.00% 197.21K 90.3 0.07%
61 QCOM QUALCOMM Incorp...
158.18
+1.44% 1.16K 0.00% 177.59K 182.4 0.06%
62 AMGN Amgen Inc.
279.05
-0.47% 670 0.00% 174.63K 225.17 0.06%
63 PPL PPL Corporation
33.62
+0.36% 5.22K +0.04% 169.55K 32.8 0.06%
64 NOC Northrop Grumma...
493.68
+1.39% 338 0.00% 158.72K 389.62 0.06%
65 SUSC iShares ESG USD...
23.16
+0.32% 6.8K +51.12% 154.41K 24.19 0.05%
66 BGRN iShares USD Gre...
47.55
+0.20% 3.3K +59.86% 153.75K 49.77 0.05%
67 VGIT Vanguard Interm...
59.74
+0.23% 2.56K +331.82% 148.77K 57.95 0.05%
68 ACWX iShares MSCI AC...
60.59
+1.00% 2.7K -2.77% 140.73K 55.6 0.05%
69 DFSV Dimensional US ...
29.43
+1.71% 4.55K +100.00% 140.08K 30.78 0.05%
70 PAYX Paychex, Inc.
141.10
+2.29% 985 0.00% 138.12K 136.5 0.05%
71 RTX RTX Corporation
142.71
+0.94% 1.19K -0.17% 137.07K 91.98 0.05%
72 LLY Eli Lilly and C...
795.71
+0.43% 177 +2.31% 136.64K 779.41 0.05%
73 IGIB iShares 5-10 Ye...
53.13
+0.32% 2.49K 0.00% 128.05K 50.85 0.04%
74 XOM Exxon Mobil Cor...
110.07
+1.57% 1.16K -19.02% 124.52K 100.58 0.04%
75 GLD SPDR Gold Share...
306.79
-0.11% 503 +76.49% 121.79K 201.8 0.04%
76 VIOG Vanguard S&P Sm...
114.14
+1.41% 1.04K 0.00% 120.96K 94.31 0.04%
77 UNP Union Pacific C...
229.69
+1.27% 504 0.00% 114.98K 251.74 0.04%
78 DLS WisdomTree Inte...
74.06
+1.58% 1.82K 0.00% 114.57K 73.65 0.04%
79 META Meta Platforms,...
726.45
+2.51% 188 +437.14% 110.08K 527.51 0.04%
80 CAT Caterpillar Inc...
382.01
+2.81% 290 0.00% 105.2K 273 0.04%
81 IJR iShares Core S&...
109.20
+1.52% 866 -1.37% 99.78K 113.69 0.03%
82 SUSB iShares ESG 1-5...
25.14
+0.14% 4.04K +53.50% 99.71K 25.16 0.03%
83 STIP iShares 0-5 Yea...
102.83
+0.15% 956 -13.41% 96.17K 104.62 0.03%
84 VXF Vanguard Extend...
191.48
+1.16% 500 0.00% 95K 145.18 0.03%
85 CMA Comerica Incorp...
59.12
+2.16% 1.51K -34.19% 93.58K 59.91 0.03%
86 AMZN Amazon.com, Inc...
217.26
+2.49% 414 +23.95% 90.83K 163.77 0.03%
87 WMT Walmart Inc.
96.16
-1.13% 978 0.00% 88.32K 58.87 0.03%
88 AWK American Water ...
138.36
-1.21% 700 0.00% 87.14K 188.86 0.03%
89 AMP Ameriprise Fina...
525.21
+0.23% 159 0.00% 84.66K 301.65 0.03%
90 NKE NIKE, Inc.
62.65
+2.99% 1.1K 0.00% 83.54K 166.35 0.03%
91 SCHM Schwab U.S. Mid...
27.86
+1.18% 2.88K +200.00% 79.81K 25.11 0.03%
92 OLED Universal Displ...
156.37
+0.21% 500 +100.00% 73.1K 146.2 0.03%
93 NEE NextEra Energy,...
71.02
+0.97% 1.02K 0.00% 72.84K 90.44 0.03%
94 GOOGL Alphabet Inc.
173.50
+1.65% 381 +36.07% 72.06K 149.62 0.03%
95 HD The Home Depot,...
363.71
+0.51% 170 0.00% 66.13K 405.2 0.02%
96 IUSG iShares Core S&...
148.79
+0.98% 471 0.00% 65.63K 118.37 0.02%
97 DIA SPDR Dow Jones ...
434.02
+0.97% 150 0.00% 63.83K 332.62 0.02%
98 VUG Vanguard Growth...
433.78
+0.82% 143 0.00% 58.69K 230.14 0.02%
99 DGRO iShares Core Di...
63.44
+0.69% 899 0.00% 55.15K 51.85 0.02%
100 K Kellanova
78.84
+1.27% 676 0.00% 54.74K 61.13 0.02%
101 IUSV iShares Core S&...
93.92
+0.71% 578 -26.84% 53.52K 76.34 0.02%
102 ADP Automatic Data ...
303.09
+1.64% 175 0.00% 51.23K 276.73 0.02%
103 VIG Vanguard Divide...
203.59
+0.62% 261 +0.77% 51.04K 194.44 0.02%
104 GLW Corning Incorpo...
51.76
+0.72% 1K 0.00% 47.52K 36.14 0.02%
105 SBUX Starbucks Corpo...
91.88
+0.85% 505 +43.87% 46.07K 96.94 0.02%
106 IBM International B...
292.32
+0.43% 207 -38.39% 45.51K 172.96 0.02%
107 MDLZ Mondelez Intern...
67.76
+0.71% 761 0.00% 45.45K 66.36 0.02%
108 VTV Vanguard Value ...
176.23
+0.72% 265 0.00% 44.87K 132.34 0.02%
109 AMD Advanced Micro ...
143.75
+0.25% 350 +27.27% 42.28K 155.12 0.01%
110 CSCO Cisco Systems, ...
68.97
+1.15% 704 0.00% 41.66K 48.2 0.01%
111 COST Costco Wholesal...
983.03
-0.36% 45 0.00% 41.54K 617.44 0.01%
112 TSLA Tesla, Inc.
326.14
-0.43% 100 +4.17% 40.38K 209.64 0.01%
113 OMC Omnicom Group I...
71.21
+0.74% 459 0.00% 39.49K 72.94 0.01%
114 GOOG Alphabet Inc.
174.38
+1.69% 200 0.00% 38.09K 140.15 0.01%
115 EMR Emerson Electri...
132.87
+2.65% 300 0.00% 37.18K 109.37 0.01%
116 CTSH Cognizant Techn...
77.61
+0.82% 480 +100.00% 36.91K 76.9 0.01%
117 IMCB iShares Morning...
78.83
+0.89% 479 +0.42% 36.48K 70.84 0.01%
118 PEP PepsiCo, Inc.
128.20
+0.14% 233 0.00% 35.43K 172.62 0.01%
119 UPS United Parcel S...
100.72
+1.36% 276 0.00% 34.8K 210.59 0.01%
120 GILD Gilead Sciences...
107.67
+1.65% 376 +100.00% 34.73K 92.37 0.01%
121 PFE Pfizer Inc.
24.28
+0.08% 1.3K +0.46% 34.61K 57.74 0.01%
122 XLV Health Care Sel...
134.22
+0.24% 246 +0.41% 33.84K 139.5 0.01%
123 JPM JPMorgan Chase ...
288.83
+1.68% 134 +15.52% 32.24K 178.86 0.01%
124 GE General Electri...
251.50
+0.64% 192 -11.52% 32.02K 100.76 0.01%
125 SCHD Schwab U.S. Div...
26.39
+0.71% 1.15K +200.00% 31.47K 26.54 0.01%
126 AEP American Electr...
102.35
+0.93% 334 0.00% 30.8K 84.56 0.01%
127 GS The Goldman Sac...
687.95
+2.70% 52 0.00% 30.01K 386.29 0.01%
128 SO The Southern Co...
90.25
-0.16% 314 0.00% 25.85K 69.58 < 0.01%
129 VGT Vanguard Inform...
656.89
+0.75% 40 0.00% 24.87K 414.9 < 0.01%
130 PSX Phillips 66
120.16
+0.44% 207 0.00% 23.58K 72.45 < 0.01%
131 IWD iShares Russell...
192.93
+0.76% 127 0.00% 23.51K 170.86 < 0.01%
132 JEPI JPMorgan Equity...
56.44
+0.13% 407 0.00% 23.41K 56.11 < 0.01%
133 PG The Procter & G...
158.66
-0.19% 136 0.00% 22.8K 150.18 < 0.01%
134 AOA iShares Core Ag...
82.78
+0.75% 281 +17.57% 21.53K 73 < 0.01%
135 VOO Vanguard 500 In...
564.28
+0.81% 39 +100.00% 21.01K 538.79 < 0.01%
136 ABNB Airbnb, Inc.
133.65
+3.07% 150 0.00% 19.71K 141.29 < 0.01%
137 KEY KeyCorp
17.18
+2.47% 1.12K 0.00% 19.13K 10.76 < 0.01%
138 STX Seagate Technol...
140.73
+1.58% 211 0.00% 18.21K 112.98 < 0.01%
139 JNJ Johnson & Johns...
152.17
-0.07% 125 -50% 18.08K 160.99 < 0.01%
140 TFC Truist Financia...
42.55
+2.79% 410 +0.74% 17.79K 42.04 < 0.01%
141 UGI UGI Corporation
36.05
+0.95% 627 0.00% 17.71K 41.38 < 0.01%
142 SNY Sanofi
48.36
+1.17% 367 0.00% 17.7K 49.92 < 0.01%
143 CVX Chevron Corpora...
144.42
+0.83% 118 +73.53% 17.09K 146.69 < 0.01%
144 CARR Carrier Global ...
72.59
+0.23% 247 0.00% 16.86K 54.23 < 0.01%
145 VO Vanguard Mid Ca...
277.93
+0.78% 63 0.00% 16.64K 226.73 < 0.01%
146 FANG Diamondback Ene...
140.88
+2.06% 100 0.00% 16.38K 172.4 < 0.01%
147 SHOP Shopify Inc.
113.17
-0.63% 150 +100.00% 15.95K 106.33 < 0.01%
148 GEV GE Vernova Inc.
506.71
+0.80% 47 0.00% 15.46K 167.51 < 0.01%
149 USB U.S. Bancorp
45.64
+1.83% 323 -18.02% 15.44K 43.67 < 0.01%
150 XLK Technology Sele...
251.16
+0.73% 66 0.00% 15.35K 225.76 < 0.01%