Brickley Wealth Management Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

Brickley Wealth Management is one of the leading investment firms known for its strategic and successful investment decisions. As every quarter brings new opportunities and challenges, it is crucial to analyze and compare their 13F holdings in Q1 2023 and Q2 2023. In this article, we will delve into the changes in holdings made by Brickley Wealth Management during this period, highlighting the notable gains and losses in their portfolio.

VTV - Vanguard Index Funds:

VTV, the Vanguard Index Funds, experienced a marginal increase in holdings from 630,109 shares in Q1 2023 to 630,411 shares in Q2 2023. This represents a growth of 0.2% and reflects the confidence Brickley Wealth Management has in this investment. The overall value of VTV also rose from $87,024,000 to $89,581,000, indicating a steady performance.

AAPL - Apple Inc:

One of the standout changes in Brickley Wealth Management's portfolio is their significant increase in holdings of Apple Inc (AAPL). They boosted their stake from 225,793 shares in Q1 2023 to 293,531 shares in Q2 2023, reflecting a substantial 30% growth. This move exhibits their confidence in the tech giant and its continued growth potential. The value of their AAPL holdings also witnessed a remarkable surge from $37,233,000 to $56,936,000.

IEFA - iShares Trust:

Brickley Wealth Management maintained a stable position in IEFA, the iShares Trust, with a minimal change in holdings. The Q1 2023 and Q2 2023 figures stand at 591,095 shares and 590,670 shares, respectively, representing a marginal decrease of 0.1%. The value of the IEFA holdings remained consistent as well, with a slight decrease from $39,514,000 to $39,870,000.

VUG - Vanguard Index Funds:

The Q1 2023 to Q2 2023 comparison unveils Brickley Wealth Management's confidence in the Vanguard Index Funds' VUG. They increased their holdings from 116,810 shares to 116,894 shares, signaling a minor 0.1% growth. However, the value of VUG experienced a noticeable rise from $29,137,000 to $33,076,000, demonstrating the positive performance of this investment.

AVDV - American Century ETF Trust:

Brickley Wealth Management maintained a steady position in AVDV, the American Century ETF Trust. The Q1 2023 and Q2 2023 figures show a negligible increase in holdings from 439,174 shares to 440,942 shares, symbolizing a minor growth of 0.4%. The value of AVDV holdings remained relatively stable, with a slight decrease from $25,682,000 to $25,380,000.

VBK - Vanguard Index Funds:

Another noteworthy change in Brickley Wealth Management's portfolio is their increased holdings in VBK, the Vanguard Index Funds. They augmented their stake from 95,399 shares to 94,864 shares, signifying a growth of 0.6%. This strategic move demonstrates their belief in the potential of VBK. The value of their VBK holdings also witnessed a rise from $20,645,000 to $21,794,000.

VBR - Vanguard Index Funds:

Vanguard Index Funds' VBR garnered the attention of Brickley Wealth Management during Q1 2023 and Q2 2023. They incrementally increased their holdings from 117,116 shares to 117,150 shares, reflecting a minute growth of 0.03%. The value of VBR experienced a mild rise from $18,593,000 to $19,376,000, indicating a positive performance.

SPY - SPDR S&P 500 ETF Trust:

Brickley Wealth Management retained their position in the SPDR S&P 500 ETF Trust (SPY), maintaining 38,744 shares throughout Q1 2023 and Q2 2023. This shows their confidence in the stability and potential of this investment. The value of their holdings witnessed a significant increase from $15,861,000 to $17,174,000, representing an impressive growth of 8.3%.

Conclusion:

The analysis of Brickley Wealth Management's Q1 2023 and Q2 2023 13F holdings comparison reveals several interesting trends and strategic moves. While some holdings experienced marginal changes, others saw substantial growth. Notably, the increase in their holdings of Apple Inc and Vanguard Index Funds' VUG signifies their confidence in these investments. As with any investment portfolio, it is essential to keep a close eye on these developments and evaluate the potential impact on overall performance and future investment strategies.