Morton Brown Family Wealth, LLC

CIK Number: 0001909851

328.73M
Market Value
319
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 25, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SCHB Schwab U.S. Bro...
24.87
-0.12% 3.68M +3.14% 79.29M 18.44 26.95% Share
2 AVEM Avantis Emergin...
71.01
-1.1% 426.59K +4.11% 25.67M 55.2 8.72% Share
3 VEA Vanguard Develo...
58.60
-0.18% 439.8K +3.82% 22.36M 48.52 7.60% Share
4 MUB iShares Nationa...
104.03
-0.18% 211.67K +5.88% 22.32M 107.31 7.59% Share
5 AVUV Avantis U.S. Sm...
96.21
-1.16% 208.39K +10.33% 18.17M 91.91 6.17% Share
6 AVDV Avantis Interna...
83.92
-0.31% 216.24K +7.32% 15.08M 68.16 5.13% Share
7 SCHR Schwab Intermed...
24.96
-0.22% 497.15K +7.67% 12.36M 26.54 4.20% Share
8 SPY SPDR S&P 500 ET...
644.93
+0.01% 21.45K +0.50% 12M 408.96 4.08% Share
9 REET iShares Global ...
24.77
-0.74% 406.44K +3.85% 9.86M 28.15 3.35% Share
10 VCIT Vanguard Interm...
83.12
-0.25% 116.02K +13.19% 9.49M 81.65 3.22% Share
11 MUNI PIMCO Intermedi...
51.33
-0.1% 169.1K +19.56% 8.72M 52.36 2.96% Share
12 BNDX Vanguard Total ...
49.32
-0.23% 160.77K +9.38% 7.85M 49.77 2.67% Share
13 SUB iShares Short-T...
106.85
-0.05% 64.18K +7.83% 6.78M 104.38 2.30% Share
14 VCSH Vanguard Short-...
79.58
-0.12% 50.08K +8.14% 3.95M 77.69 1.34% Share
15 EFA iShares MSCI EA...
91.66
+0.02% 35.25K -1.26% 2.88M 78.68 0.98% Share
16 HDV iShares Core Hi...
121.12
-0.41% 23.45K -0.62% 2.84M 100.99 0.97% Share
17 SCHC Schwab Internat...
43.81
-0.51% 73.53K -8.64% 2.64M 36.65 0.90% Share
18 IEFA iShares Core MS...
85.61
-0.04% 27.72K -7.98% 2.1M 55.46 0.71% Share
19 AAPL Apple Inc.
232.81
-0.22% 9.34K +3.78% 2.07M 183.28 0.70% Share
20 VB Vanguard Small ...
246.81
-1.26% 8.27K -0.64% 1.83M 226.01 0.62% Share
21 QQQ Invesco QQQ Tru...
579.86
-0.08% 2.99K -0.83% 1.4M 387 0.48% Share
22 VTI Vanguard Total ...
317.25
-0.13% 4.75K -11.26% 1.3M 222.36 0.44% Share
23 VWO Vanguard Emergi...
51.20
-1.15% 26.69K -8.39% 1.21M 42.9 0.41% Share
24 AVGO Broadcom Inc.
311.19
+0.68% 6.32K -3.95% 1.06M 158.54 0.36% Share
25 VSS Vanguard FTSE A...
137.96
-0.48% 8.45K -12.91% 976.36K 121.06 0.33% Share
26 ESGU iShares ESG Awa...
140.78
-0.12% 7.94K +0.05% 967.6K 99.73 0.33% Share
27 MSFT Microsoft Corpo...
522.28
+0.33% 2.5K +6.76% 936.93K 362.41 0.32% Share
28 IWM iShares Russell...
228.20
-1.31% 4.35K 0.00% 866.98K 200.31 0.29% Share
29 VXUS Vanguard Total ...
71.14
-0.45% 13.49K -0.06% 837.47K 63.09 0.28% Share
30 ESGD iShares ESG Awa...
91.05
-0.13% 6.61K +0.20% 539.73K 75.19 0.18% Share
31 BAC Bank of America...
47.70
+0.97% 12.49K +0.80% 521.04K 34.19 0.18% Share
32 CAPL CrossAmerica Pa...
20.91
+0.99% 20.1K 0.00% 493.76K 19.75 0.17% Share
33 BRK-B Berkshire Hatha...
479.02
+0.36% 903 0.00% 480.92K 319.87 0.16% Share
34 VOT Vanguard Mid-Ca...
285.33
-0.85% 1.93K -17.51% 472.4K 170.54 0.16% Share
35 NVDA NVIDIA Corporat...
182.02
+0.24% 3.87K +17.63% 419.46K 38.52 0.14% Share
36 AVRE Avantis Real Es...
43.95
-0.63% 9.4K +0.16% 404.23K 41.54 0.14% Share
37 SLYV SPDR S&P 600 Sm...
85.33
-1.11% 4.95K -54.68% 388.19K 81.12 0.13% Share
38 AOR iShares Core Gr...
62.67
-0.21% 6.36K -1.66% 366.03K 57.01 0.12% Share
39 SCHF Schwab Internat...
22.73
-0.15% 17.88K 0.00% 353.75K 18.49 0.12% Share
40 IVV iShares Core S&...
648.15
+0.01% 624 0.00% 350.63K 529.35 0.12% Share
41 IDCC InterDigital, I...
269.74
-2.31% 1.55K 0.00% 320.46K 193.72 0.11% Share
42 EEMV iShares MSCI Em...
62.98
-0.8% 5.46K -16.09% 318.6K 62.63 0.11% Share
43 MCD McDonald's Corp...
308.84
+1.24% 959 +0.10% 299.57K 268.26 0.10% Share
44 VNQ Vanguard Real E...
89.16
-0.71% 3.05K +2.28% 276.3K 83.39 0.09% Share
45 IJH iShares Core S&...
63.85
-1.31% 4.7K -24.57% 274.36K 48.22 0.09% Share
46 SCHX Schwab U.S. Lar...
25.52
-0.06% 12.34K 0.00% 272.38K 18.8 0.09% Share
47 IWF iShares Russell...
450.40
+0.11% 712 0.00% 256.93K 305.63 0.09% Share
48 SPDW SPDR Portfolio ...
41.64
-0.19% 6.85K -7.52% 249.41K 34.13 0.08% Share
49 SCHG Schwab U.S. Lar...
30.76
+0.13% 9.38K 0.00% 234.78K 20.58 0.08% Share
50 DIS The Walt Disney...
116.33
-0.27% 2.34K 0.00% 231.35K 126.86 0.08% Share
51 ESGE iShares ESG Awa...
40.53
-1.24% 6.43K +0.20% 224.66K 33.58 0.08% Share
52 IJS iShares S&P Sma...
106.35
-1.26% 2.3K 0.00% 224.59K 86.99 0.08% Share
53 SCHI Schwab 5-10 Yea...
22.80
-0.24% 9.89K -36.74% 222.15K 22.07 0.08% Share
54 ITOT iShares Core S&...
140.91
-0.11% 1.76K +0.06% 214.27K 128.61 0.07% Share
55 ESML iShares ESG Awa...
43.26
-1.23% 5.45K +0.28% 209.22K 36.87 0.07% Share
56 AMGN Amgen Inc.
290.28
+0.33% 670 0.00% 208.74K 225.17 0.07% Share
57 FTGC First Trust Glo...
24.78
-0.26% 8.15K -22.95% 208.04K 23.06 0.07% Share
58 MAR Marriott Intern...
266.49
-1.19% 793 0.00% 188.89K 169.97 0.06% Share
59 IVOG Vanguard S&P Mi...
116.34
-1.55% 1.75K 0.00% 180.55K 90.3 0.06% Share
60 QCOM QUALCOMM Incorp...
158.09
+0.96% 1.16K 0.00% 177.57K 182.4 0.06% Share
61 NOC Northrop Grumma...
583.89
+0.31% 338 0.00% 173.17K 389.62 0.06% Share
62 BGRN iShares USD Gre...
47.72
-0.15% 3.45K +4.67% 163.49K 49.66 0.06% Share
63 SUSC iShares ESG USD...
23.29
-0.26% 6.95K +2.22% 160.2K 24.17 0.05% Share
64 VGIT Vanguard Interm...
59.64
-0.22% 2.56K 0.00% 152.36K 57.95 0.05% Share
65 PAYX Paychex, Inc.
137.45
-0.84% 985 0.00% 151.97K 136.5 0.05% Share
66 ACWX iShares MSCI AC...
62.64
-0.48% 2.7K 0.00% 149.6K 55.6 0.05% Share
67 RTX RTX Corporation
155.06
-0.42% 1.11K -6.5% 146.73K 91.98 0.05% Share
68 XOM Exxon Mobil Cor...
107.38
-0.21% 1.22K +5.27% 144.92K 101.49 0.05% Share
69 GLD SPDR Gold Share...
307.25
-0.63% 493 -1.99% 142.05K 201.8 0.05% Share
70 IGIB iShares 5-10 Ye...
53.45
-0.26% 2.49K 0.00% 130.56K 50.85 0.04% Share
71 WMT Walmart Inc.
100.84
-0.15% 1.46K +49.18% 128.05K 68.41 0.04% Share
72 UNP Union Pacific C...
221.35
-0.82% 526 +4.37% 124.23K 251.09 0.04% Share
73 DLS WisdomTree Inte...
78.15
-0.27% 1.82K 0.00% 120.12K 73.65 0.04% Share
74 AMZN Amazon.com, Inc...
230.94
+2.84% 629 +51.93% 119.67K 172.82 0.04% Share
75 SPHY SPDR Portfolio ...
23.70
-0.19% 5.1K +100.00% 119.49K 23.42 0.04% Share
76 IEI iShares 3-7 Yea...
118.85
-0.21% 994 -45.29% 117.43K 115.16 0.04% Share
77 META Meta Platforms,...
781.96
+0.24% 201 +6.91% 115.85K 530.67 0.04% Share
78 VIOG Vanguard S&P Sm...
118.71
-1.49% 1.04K 0.00% 111.16K 94.31 0.04% Share
79 AWK American Water ...
143.38
-0.24% 700 0.00% 103.26K 188.86 0.04% Share
80 CAT Caterpillar Inc...
417.50
+0.92% 311 +7.24% 102.57K 276.83 0.03% Share
81 SUSB iShares ESG 1-5...
25.18
-0.1% 4.1K +1.63% 102.53K 25.16 0.03% Share
82 APD Air Products an...
292.08
-0.72% 341 -88.21% 100.57K 295.85 0.03% Share
83 GOOGL Alphabet Inc.
202.88
+0.46% 583 +53.02% 90.16K 151.36 0.03% Share
84 IJR iShares Core S&...
115.17
-1.4% 856 -1.15% 89.51K 113.69 0.03% Share
85 VXF Vanguard Extend...
200.85
-1.21% 500 0.00% 86.15K 145.18 0.03% Share
86 AMP Ameriprise Fina...
513.94
+0.92% 159 0.00% 76.97K 301.65 0.03% Share
87 IBM International B...
237.04
-1.26% 306 +47.83% 76.09K 197.45 0.03% Share
88 SCHM Schwab U.S. Mid...
28.97
-1.03% 2.88K 0.00% 75.46K 25.11 0.03% Share
89 NKE NIKE, Inc.
76.39
-1.04% 1.14K +2.99% 72.18K 163.36 0.02% Share
90 NEE NextEra Energy,...
72.22
-0.1% 1.02K 0.00% 72.02K 90.44 0.02% Share
91 OLED Universal Displ...
143.58
-1.07% 500 0.00% 69.74K 146.2 0.02% Share
92 DIA SPDR Dow Jones ...
449.11
-0.07% 150 0.00% 62.98K 332.62 0.02% Share
93 VOO Vanguard S&P 50...
592.77
-0.01% 120 +207.69% 61.67K 521.99 0.02% Share
94 IUSG iShares Core S&...
158.04
+0.04% 471 0.00% 59.85K 118.37 0.02% Share
95 K Kellanova
80.08
-0.14% 676 0.00% 55.76K 61.13 0.02% Share
96 DGRO iShares Core Di...
66.23
-0.14% 899 0.00% 55.54K 51.85 0.02% Share
97 LLY Eli Lilly and C...
684.46
+3.63% 66 -62.71% 54.51K 779.39 0.02% Share
98 ADP Automatic Data ...
301.52
-1.12% 175 0.00% 53.47K 276.73 0.02% Share
99 IUSV iShares Core S&...
97.89
-0.13% 578 0.00% 53.34K 76.34 0.02% Share
100 SBUX Starbucks Corpo...
93.05
-1.2% 541 +7.13% 53.03K 97.02 0.02% Share
101 VUG Vanguard Growth...
463.54
+0.15% 143 0.00% 53.03K 230.14 0.02% Share
102 MDLZ Mondelez Intern...
61.42
-1.24% 761 0.00% 51.63K 66.36 0.02% Share
103 VIG Vanguard Divide...
210.08
+0.06% 262 +0.38% 50.77K 194.44 0.02% Share
104 XLV Health Care Sel...
133.94
+0.49% 337 +36.99% 49.17K 141.26 0.02% Share
105 COST Costco Wholesal...
975.42
-0.35% 51 +13.33% 48.59K 656.06 0.02% Share
106 GLW Corning Incorpo...
65.75
+0.02% 1K 0.00% 45.78K 36.14 0.02% Share
107 VTV Vanguard Value ...
180.44
-0.2% 265 0.00% 45.78K 132.34 0.02% Share
108 CSCO Cisco Systems, ...
69.28
-1.58% 704 0.00% 43.42K 48.2 0.01% Share
109 PG The Procter & G...
153.70
-1.1% 251 +84.56% 42.77K 159.45 0.01% Share
110 GILD Gilead Sciences...
119.00
-0.95% 379 +0.80% 42.43K 92.53 0.01% Share
111 IEF iShares 7-10 Ye...
95.42
-0.32% 440 +100.00% 41.96K 95.37 0.01% Share
112 AMD Advanced Micro ...
180.97
-1.87% 406 +16.00% 41.71K 147.89 0.01% Share
113 JPM JPMorgan Chase ...
294.09
+1.23% 162 +20.90% 39.73K 190.34 0.01% Share
114 GE GE Aerospace
269.72
+0.32% 192 0.00% 38.43K 100.76 0.01% Share
115 PEP PepsiCo, Inc.
148.62
-0.49% 256 +9.87% 38.38K 170.58 0.01% Share
116 OMC Omnicom Group I...
75.42
-1.37% 459 0.00% 38.06K 72.94 0.01% Share
117 HEQT Simplify Hedged...
30.69
0.00% 1.31K +100.00% 37.46K 28.58 0.01% Share
118 CTSH Cognizant Techn...
69.35
-1.52% 482 +0.42% 36.85K 76.9 0.01% Share
119 PFE Pfizer Inc.
25.11
-0.22% 1.44K +10.42% 36.52K 54.68 0.01% Share
120 AEP American Electr...
112.87
-0.21% 334 0.00% 36.5K 84.56 0.01% Share
121 GS The Goldman Sac...
746.99
+0.31% 67 +28.85% 36.44K 422.1 0.01% Share
122 IMCB iShares Morning...
81.33
-0.68% 481 +0.42% 35.61K 70.85 0.01% Share
123 VDE Vanguard Energy...
120.19
-0.14% 254 +100.00% 32.93K 129.71 0.01% Share
124 EMR Emerson Electri...
134.37
-0.43% 300 0.00% 32.89K 109.37 0.01% Share
125 USFR WisdomTree Floa...
50.40
+0.01% 645 +100.00% 32.46K 50.33 0.01% Share
126 SCHD Schwab U.S. Div...
27.34
-0.46% 1.16K +0.52% 32.38K 26.54 0.01% Share
127 VPU Vanguard Utilit...
185.81
-0.67% 189 +100.00% 32.35K 170.81 0.01% Share
128 GOOG Alphabet Inc.
203.77
+0.36% 200 0.00% 31.25K 140.15 0.01% Share
129 UPS United Parcel S...
88.56
+0.43% 276 0.00% 30.36K 210.59 0.01% Share
130 SO The Southern Co...
94.18
-0.64% 314 0.00% 28.87K 69.58 < 0.01% Share
131 CVX Chevron Corpora...
155.20
-0.43% 171 +44.92% 28.61K 153.08 < 0.01% Share
132 TSLA Tesla, Inc.
335.58
-1.12% 100 0.00% 25.92K 209.64 < 0.01% Share
133 PSX Phillips 66
122.70
+0.10% 207 0.00% 25.56K 72.45 < 0.01% Share
134 TLN Talen Energy Co...
380.60
+0.09% 120 +100.00% 23.96K 199.67 < 0.01% Share
135 IWD iShares Russell...
198.66
-0.29% 127 0.00% 23.9K 170.86 < 0.01% Share
136 JEPI JPMorgan Equity...
56.62
-0.11% 408 +0.25% 23.32K 56.11 < 0.01% Share
137 HD The Home Depot,...
400.32
-1.68% 62 -63.53% 22.72K 405.19 < 0.01% Share
138 DE Deere & Company
478.62
-6.8% 47 +100.00% 22.06K 469.34 < 0.01% Share
139 VGT Vanguard Inform...
704.44
-0.4% 40 0.00% 21.7K 414.9 < 0.01% Share
140 AOA iShares Core Ag...
85.49
-0.02% 281 0.00% 21.5K 73 < 0.01% Share
141 COP ConocoPhillips
95.63
-0.26% 204 +161.54% 21.42K 105.21 < 0.01% Share
142 ABBV AbbVie Inc.
204.72
+1.61% 100 +100.00% 20.95K 209.52 < 0.01% Share
143 UGI UGI Corporation
35.74
-0.51% 627 0.00% 20.75K 41.38 < 0.01% Share
144 AGG iShares Core U....
99.10
-0.27% 209 +100.00% 20.67K 98.92 < 0.01% Share
145 MBB iShares MBS ETF
93.62
-0.34% 218 +1.58K% 20.44K 93.89 < 0.01% Share
146 SNY Sanofi
49.04
+0.62% 367 0.00% 20.35K 49.92 < 0.01% Share
147 BABA Alibaba Group H...
122.28
-3.61% 150 +50.00% 19.84K 96.39 < 0.01% Share
148 NFLX Netflix, Inc.
1230.56
+2.17% 21 +40.00% 19.58K 627.86 < 0.01% Share
149 VFLO VictoryShares F...
35.73
-0.68% 558 +100.00% 19.13K 34.28 < 0.01% Share
150 MS Morgan Stanley
148.51
+0.51% 155 +31.36% 18.08K 88.72 < 0.01% Share