Brickley Wealth Management Q4 2022 vs. Q1 2023 13F Holdings Comparison

As the financial world continues to move forward, Brickley Wealth Management has kept pace. In their latest portfolio comparison, there are a few shifts that indicate some exciting changes on the horizon.

From Vanguard to Apple, let's take a deep dive into Brickley Wealth Management's Q4 2022 vs. Q1 2023 13F Holdings Comparison.

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Vanguard, a familiar name for those in the finance industry, makes up the majority of Brickley Wealth Management's portfolio. The Q4 2022 comparison shows that 628,884 shares were held, compared to an increase of 1,225 shares in Q1 2023. While this doesn't seem like a significant change, the value associated with these shares tells a different story.

During Q4 2022, Vanguard shares were valued at $88,276,000, while in Q1 2023, they dropped slightly to $87,024,000. That's a decrease of just over 1%, which may not seem like a lot, but in the world of finance, any loss can raise concerns.

In contrast, there are some exciting changes happening in the tech industry. Apple Inc. remains a strong contender in Brickley Wealth Management's portfolio. Throughout Q4 2022 to Q1 2023, the number of shares remained close, with an increase of only 72 shares, totalling 225,793 in Q1 2023. However, the value of these shares increased significantly. In Q4 2022, the value sat at $29,327,000, a number that rose by 27% to $37,233,000 in Q1 2023. These numbers show that Apple remains a strong investment despite the current market's instability.

An interesting shift occurred in Vanguard Index Funds. In Q4 2022, there were four subcategories present in the Brickley Wealth Management portfolio, while in Q1 2022, there were only three. During Q4 2022, Vanguard Growth ETFs (VUG) sat at $23,517,000, while Q1 2023 showed an increase of 23.9% to $29,137,000. While this represents only one category, it's worth noting that this appears to have been an intentional move as Brickley Wealth Management set up to favour growth-oriented investments.

While the Q4 2022 to Q1 2023 comparison highlights some changes in Brickley Wealth Management's holdings, there are some notable standard-bearers in their portfolio. Apple remains a strong investment, and Vanguard continues to dominate in their portfolio.

Overall, Brickley Wealth Management is positioning itself well for future fluctuations in the market, and it will be interesting to see how their strategy plays out in the future.