Morton Brown Family Wealth, LLC
CIK Number: 0001909851
294.2M
Market Value
272
# of Holdings
7 months
Avg. Holding Period
35.84%
Win Rate
17.04%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Bro... | 22.72 | -0.04% | 3.57M | +209.64% | 81.05M | 18.35 | 28.25% |
| 2 | AVEM | Avantis Emergin... | 64.29 | -1.29% | 409.75K | +5.18% | 24.09M | 54.99 | 8.40% |
| 3 | MUB | iShares Nationa... | 103.86 | -0.13% | 199.92K | +6.68% | 21.3M | 107.42 | 7.42% |
| 4 | VEA | Vanguard Develo... | 55.56 | +0.09% | 423.61K | +5.25% | 20.26M | 48.43 | 7.06% |
| 5 | AVUV | Avantis U.S. Sm... | 88.09 | -0.64% | 188.88K | +6.45% | 18.23M | 92.4 | 6.35% |
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