Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BRICKLEY WEALTH MANAGEMENT
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 9, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS VALUE ETF (922908744)
|
403,798 |
$44,789k |
|
VANGUARD CHARLOTTE FDS (92203J407)
|
658,489 |
$37,731k |
|
VANGUARD BD INDEX FD INC (921937827)
|
369,050 |
$29,720k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
137,913 |
$21,699k |
|
Apple Inc (037833100)
|
54,914 |
$10,869k |
|
ISHARES (464288273)
|
184,372 |
$10,583k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
58,407 |
$9,543k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
85,024 |
$9,467k |
|
ISHARES (464287465)
|
143,851 |
$9,455k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
47,419 |
$8,830k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
57,017 |
$7,443k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
112,487 |
$6,907k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
160,610 |
$6,831k |
|
VANGUARD BD INDEX FD INC (921937819)
|
49,307 |
$4,265k |
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
69,884 |
$3,692k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
19,585 |
$3,068k |
|
VANGUARD INTL EQUITY (922042718)
|
19,839 |
$2,088k |
|
Illumina Inc (452327109)
|
3,922 |
$1,444k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,698 |
$1,377k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
8,084 |
$1,153k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
6,000 |
$1,120k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
74,598 |
$735k |
|
Berkshire Hathaway, Inc. (084670702)
|
2,975 |
$634k |
|
SPDR DOW JONES INDL (78467X109)
|
2,182 |
$580k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
7,390 |
$555k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,300 |
$420k |
|
SPDR S&P DIVIDEND (78464A763)
|
4,000 |
$404k |
|
ISHARES (464287234)
|
9,268 |
$398k |
|
Bank of America Corp. (060505104)
|
11,929 |
$346k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
12,460 |
$344k |
|
ISHARES TR (464288240)
|
7,161 |
$335k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,000 |
$311k |
|
MICROSOFT CORP (594918104)
|
2,135 |
$286k |
|
ISHARES RUS (464287689)
|
1,553 |
$268k |
|
SPDR INDX SH FUNDS (78463X202)
|
6,800 |
$260k |
|
JOHNSON & JOHNSON (478160104)
|
1,820 |
$253k |
|
INTEL CORP (458140100)
|
5,113 |
$245k |
|
JPMORGAN CHASE & CO (46625H100)
|
2,059 |
$230k |
|
PALO ALTO NETWORKS (697435105)
|
1,114 |
$227k |
|
SELECT SECTOR SPDR (81369Y704)
|
2,600 |
$201k |
|
GOLD RESOURCE CORP (38068T105)
|
40,000 |
$135k |
|
SENSEONICS HLDGS INC COM (81727U105)
|
25,000 |
$51k |
|
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