Morton Brown Family Wealth, LLC
CIK Number: 0001909851
294.2M
Market Value
271
# of Holdings
7 months
Avg. Holding Period
35.96%
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... | 23.20 | +0.85% | 3.57M | +209.64% | 81.05M | 18.35 | 28.25% |
| 2 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 409.75K | +5.18% | 24.09M | 54.99 | 8.40% |
| 3 | MUB | iShares Nationa... | 103.96 | +0.08% | 199.92K | +6.68% | 21.3M | 107.42 | 7.42% |
| 4 | VEA | Vanguard Develo... | 56.41 | +0.44% | 423.61K | +5.25% | 20.26M | 48.43 | 7.06% |
| 5 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 188.88K | +6.45% | 18.23M | 92.4 | 6.35% |
| 6 | AVDV | Avantis Interna... | 78.84 | +0.09% | 201.5K | +18.66% | 13.11M | 68.04 | 4.57% |
| 7 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 21.35K | -3.66% | 12.51M | 408.2 | 4.36% |
| 8 | SCHR | Schwab Intermed... | 24.69 | -0.16% | 461.71K | +111.48% | 11.22M | 26.67 | 3.91% |
| 9 | REET | iShares Global ... | 24.70 | -0.86% | 391.37K | +5.23% | 9.38M | 28.3 | 3.27% |
| 10 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 102.5K | +13.12% | 8.23M | 81.63 | 2.87% |
| 11 | MUNI | PIMCO Intermedi... | 51.06 | +0.02% | 141.43K | +21.04% | 7.32M | 52.52 | 2.55% |
| 12 | BNDX | Vanguard Total ... | 49.28 | -0.07% | 146.98K | +12.81% | 7.21M | 49.85 | 2.51% |
| 13 | SUB | iShares Short-T... | 106.03 | +0.02% | 59.52K | -8.07% | 6.28M | 104.28 | 2.19% |
| 14 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 46.31K | +10.13% | 3.61M | 77.58 | 1.26% |
| 15 | SCHC | Schwab Internat... | 41.47 | +0.85% | 80.49K | -29.91% | 2.76M | 36.65 | 0.96% |
| 16 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 35.7K | -5.5% | 2.7M | 78.68 | 0.94% |
| 17 | HDV | iShares Core Hi... | 116.91 | -0.98% | 23.6K | -5.38% | 2.65M | 100.99 | 0.92% |
| 18 | AAPL | Apple Inc. | 198.10 | +0.84% | 9K | +0.60% | 2.25M | 181.81 | 0.79% |
| 19 | IEFA | iShares Core MS... | 81.91 | -1.35% | 30.13K | -0.59% | 2.12M | 55.46 | 0.74% |
| 20 | VB | Vanguard Small ... | 232.08 | +1.04% | 8.32K | -1.29% | 2M | 226.01 | 0.70% |
| 21 | VTI | Vanguard Total ... | 296.15 | +0.88% | 5.35K | +12.52% | 1.55M | 222.36 | 0.54% |
| 22 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 3.02K | -6.31% | 1.54M | 387 | 0.54% |
| 23 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 6.58K | -10.47% | 1.53M | 158.54 | 0.53% |
| 24 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 29.14K | -2.39% | 1.28M | 42.9 | 0.45% |
| 25 | VSS | Vanguard FTSE A... | 131.48 | +0.62% | 9.7K | -5.13% | 1.11M | 121.06 | 0.39% |
| 26 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 7.93K | -7.01% | 1.02M | 99.72 | 0.36% |
| 27 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 2.34K | 0.00% | 985.41K | 361.53 | 0.34% |
| 28 | IWM | iShares Russell... | 210.52 | +0.78% | 4.35K | -7.65% | 960.29K | 200.31 | 0.33% |
| 29 | SLYV | SPDR S&P 600 Sm... | 78.74 | +1.08% | 10.93K | -24.62% | 953.21K | 81.12 | 0.33% |
| 30 | APD | Air Products an... | 280.59 | +0.08% | 2.89K | 0.00% | 839.09K | 295.85 | 0.29% |
| 31 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 13.49K | +0.03% | 795.21K | 63.09 | 0.28% |
| 32 | VOT | Vanguard Mid-Ca... | 272.99 | +1.01% | 2.34K | -0.17% | 594.03K | 170.54 | 0.21% |
| 33 | BAC | Bank of America... | 44.36 | +0.61% | 12.39K | +1.56% | 544.41K | 34.13 | 0.19% |
| 34 | ESGD | iShares ESG Awa... | 87.82 | -1.41% | 6.59K | -5.91% | 502.07K | 75.18 | 0.17% |
| 35 | CAPL | CrossAmerica Pa... | 21.52 | -1.78% | 20.1K | 0.00% | 442.11K | 19.75 | 0.15% |
| 36 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 3.29K | 0.00% | 441.86K | 26.21 | 0.15% |
| 37 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 903 | 0.00% | 409.31K | 319.87 | 0.14% |
| 38 | AVRE | Avantis Real Es... | 44.37 | -0.05% | 9.38K | +22.83% | 393.34K | 41.54 | 0.14% |
| 39 | IJH | iShares Core S&... | 60.66 | +0.67% | 6.23K | 0.00% | 388.44K | 48.22 | 0.14% |
| 40 | EEMV | iShares MSCI Em... | 61.58 | -0.41% | 6.51K | -1.87% | 377.4K | 62.63 | 0.13% |
| 41 | AOR | iShares Core Gr... | 60.33 | +0.48% | 6.46K | -49.26% | 370.57K | 57.01 | 0.13% |
| 42 | IVV | iShares Core S&... | 603.05 | +0.54% | 624 | +100.64% | 367.34K | 529.35 | 0.13% |
| 43 | SCHI | Schwab 5-10 Yea... | 22.38 | -0.11% | 15.64K | +100.00% | 345.09K | 22.07 | 0.12% |
| 44 | SCHF | Schwab Internat... | 21.89 | +0.44% | 17.88K | +224.04% | 330.85K | 18.49 | 0.12% |
| 45 | IDCC | InterDigital, I... | 222.20 | +1.69% | 1.55K | +100.00% | 300.27K | 193.72 | 0.10% |
| 46 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 12.34K | +200.00% | 285.95K | 18.8 | 0.10% |
| 47 | IWF | iShares Russell... | 409.82 | +1.05% | 712 | 0.00% | 285.74K | 305.63 | 0.10% |
| 48 | MCD | McDonald's Corp... | 295.94 | -1.98% | 958 | -21.92% | 277.61K | 268.21 | 0.10% |
| 49 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 2.98K | 0.00% | 265.82K | 83.22 | 0.09% |
| 50 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 9.38K | +300.00% | 261.31K | 20.58 | 0.09% |
| 51 | DIS | The Walt Disney... | 119.45 | +1.28% | 2.34K | +81.85% | 261K | 126.86 | 0.09% |
| 52 | FTGC | First Trust Glo... | 25.59 | +0.25% | 10.58K | 0.00% | 253.18K | 23.06 | 0.09% |
| 53 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 7.41K | +100.00% | 252.8K | 34.13 | 0.09% |
| 54 | IJS | iShares S&P Sma... | 97.60 | +0.62% | 2.3K | 0.00% | 250.24K | 86.99 | 0.09% |
| 55 | ESML | iShares ESG Awa... | 40.38 | +0.70% | 5.43K | -12.85% | 228.42K | 36.86 | 0.08% |
| 56 | ITOT | iShares Core S&... | 131.11 | +0.61% | 1.75K | +43.77K% | 225.73K | 128.61 | 0.08% |
| 57 | MAR | Marriott Intern... | 257.61 | +1.03% | 793 | +4.48% | 221.2K | 169.97 | 0.08% |
| 58 | ESGE | iShares ESG Awa... | 38.24 | +0.31% | 6.42K | -8.44% | 214.2K | 33.58 | 0.07% |
| 59 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 1.82K | -0.55% | 209.95K | 115.16 | 0.07% |
| 60 | IVOG | Vanguard S&P Mi... | 110.39 | +1.30% | 1.75K | 0.00% | 197.21K | 90.3 | 0.07% |
| 61 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 1.16K | 0.00% | 177.59K | 182.4 | 0.06% |
| 62 | AMGN | Amgen Inc. | 295.12 | -0.03% | 670 | 0.00% | 174.63K | 225.17 | 0.06% |
| 63 | PPL | PPL Corporation | 33.64 | -0.74% | 5.22K | +0.04% | 169.55K | 32.8 | 0.06% |
| 64 | NOC | Northrop Grumma... | 496.55 | -3.9% | 338 | 0.00% | 158.72K | 389.62 | 0.06% |
| 65 | SUSC | iShares ESG USD... | 22.86 | -0.11% | 6.8K | +51.12% | 154.41K | 24.19 | 0.05% |
| 66 | BGRN | iShares USD Gre... | 47.05 | -0.2% | 3.3K | +59.86% | 153.75K | 49.77 | 0.05% |
| 67 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 2.56K | +331.82% | 148.77K | 57.95 | 0.05% |
| 68 | ACWX | iShares MSCI AC... | 59.96 | -0.78% | 2.7K | -2.77% | 140.73K | 55.6 | 0.05% |
| 69 | DFSV | Dimensional US ... | 28.97 | +1.05% | 4.55K | +100.00% | 140.08K | 30.78 | 0.05% |
| 70 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 985 | 0.00% | 138.12K | 136.5 | 0.05% |
| 71 | RTX | RTX Corporation | 146.33 | +0.44% | 1.19K | -0.17% | 137.07K | 91.98 | 0.05% |
| 72 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 177 | +2.31% | 136.64K | 779.41 | 0.05% |
| 73 | IGIB | iShares 5-10 Ye... | 52.38 | -0.07% | 2.49K | 0.00% | 128.05K | 50.85 | 0.04% |
| 74 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 1.16K | -19.02% | 124.52K | 100.58 | 0.04% |
| 75 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 503 | +76.49% | 121.79K | 201.8 | 0.04% |
| 76 | VIOG | Vanguard S&P Sm... | 111.63 | +0.66% | 1.04K | 0.00% | 120.96K | 94.31 | 0.04% |
| 77 | UNP | Union Pacific C... | 224.53 | +0.52% | 504 | 0.00% | 114.98K | 251.74 | 0.04% |
| 78 | DLS | WisdomTree Inte... | 73.82 | +0.42% | 1.82K | 0.00% | 114.57K | 73.65 | 0.04% |
| 79 | META | Meta Platforms,... | 701.33 | +2.70% | 188 | +437.14% | 110.08K | 527.51 | 0.04% |
| 80 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 290 | 0.00% | 105.2K | 273 | 0.04% |
| 81 | IJR | iShares Core S&... | 106.86 | +0.53% | 866 | -1.37% | 99.78K | 113.69 | 0.03% |
| 82 | SUSB | iShares ESG 1-5... | 24.96 | -0.02% | 4.04K | +53.50% | 99.71K | 25.16 | 0.03% |
| 83 | STIP | iShares 0-5 Yea... | 102.19 | -0.03% | 956 | -13.41% | 96.17K | 104.62 | 0.03% |
| 84 | VXF | Vanguard Extend... | 187.50 | +1.15% | 500 | 0.00% | 95K | 145.18 | 0.03% |
| 85 | CMA | Comerica Incorp... | 55.38 | +0.71% | 1.51K | -34.19% | 93.58K | 59.91 | 0.03% |
| 86 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 414 | +23.95% | 90.83K | 163.77 | 0.03% |
| 87 | WMT | Walmart Inc. | 94.23 | -0.22% | 978 | 0.00% | 88.32K | 58.87 | 0.03% |
| 88 | AWK | American Water ... | 140.33 | -0.78% | 700 | 0.00% | 87.14K | 188.86 | 0.03% |
| 89 | AMP | Ameriprise Fina... | 512.33 | +2.12% | 159 | 0.00% | 84.66K | 301.65 | 0.03% |
| 90 | NKE | NIKE, Inc. | 61.88 | +2.22% | 1.1K | 0.00% | 83.54K | 166.35 | 0.03% |
| 91 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 2.88K | +200.00% | 79.81K | 25.11 | 0.03% |
| 92 | OLED | Universal Displ... | 155.68 | +1.41% | 500 | +100.00% | 73.1K | 146.2 | 0.03% |
| 93 | NEE | NextEra Energy,... | 73.71 | -1.43% | 1.02K | 0.00% | 72.84K | 90.44 | 0.03% |
| 94 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 381 | +36.07% | 72.06K | 149.62 | 0.03% |
| 95 | HD | The Home Depot,... | 353.06 | -0.45% | 170 | 0.00% | 66.13K | 405.2 | 0.02% |
| 96 | IUSG | iShares Core S&... | 145.09 | +0.91% | 471 | 0.00% | 65.63K | 118.37 | 0.02% |
| 97 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 150 | 0.00% | 63.83K | 332.62 | 0.02% |
| 98 | VUG | Vanguard Growth... | 423.26 | +1.18% | 143 | 0.00% | 58.69K | 230.14 | 0.02% |
| 99 | DGRO | iShares Core Di... | 62.67 | -0.23% | 899 | 0.00% | 55.15K | 51.85 | 0.02% |
| 100 | K | Kellanova | 80.30 | +0.53% | 676 | 0.00% | 54.74K | 61.13 | 0.02% |
| 101 | IUSV | iShares Core S&... | 92.67 | +0.15% | 578 | -26.84% | 53.52K | 76.34 | 0.02% |
| 102 | ADP | Automatic Data ... | 307.60 | +0.25% | 175 | 0.00% | 51.23K | 276.73 | 0.02% |
| 103 | VIG | Vanguard Divide... | 200.94 | +0.24% | 261 | +0.77% | 51.04K | 194.44 | 0.02% |
| 104 | GLW | Corning Incorpo... | 50.72 | +2.25% | 1K | 0.00% | 47.52K | 36.14 | 0.02% |
| 105 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 505 | +43.87% | 46.07K | 96.94 | 0.02% |
| 106 | IBM | International B... | 281.56 | +1.57% | 207 | -38.39% | 45.51K | 172.96 | 0.02% |
| 107 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 761 | 0.00% | 45.45K | 66.36 | 0.02% |
| 108 | VTV | Vanguard Value ... | 174.03 | +0.37% | 265 | 0.00% | 44.87K | 132.34 | 0.02% |
| 109 | AMD | Advanced Micro ... | 126.24 | +8.68% | 350 | +27.27% | 42.28K | 155.12 | 0.01% |
| 110 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 704 | 0.00% | 41.66K | 48.2 | 0.01% |
| 111 | COST | Costco Wholesal... | 984.10 | -0.62% | 45 | 0.00% | 41.54K | 617.44 | 0.01% |
| 112 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 100 | +4.17% | 40.38K | 209.64 | 0.01% |
| 113 | OMC | Omnicom Group I... | 70.55 | +1.53% | 459 | 0.00% | 39.49K | 72.94 | 0.01% |
| 114 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 200 | 0.00% | 38.09K | 140.15 | 0.01% |
| 115 | EMR | Emerson Electri... | 128.64 | +2.47% | 300 | 0.00% | 37.18K | 109.37 | 0.01% |
| 116 | CTSH | Cognizant Techn... | 80.07 | +1.42% | 480 | +100.00% | 36.91K | 76.9 | 0.01% |
| 117 | IMCB | iShares Morning... | 77.69 | +0.55% | 479 | +0.42% | 36.48K | 70.84 | 0.01% |
| 118 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 233 | 0.00% | 35.43K | 172.62 | 0.01% |
| 119 | UPS | United Parcel S... | 101.03 | +1.03% | 276 | 0.00% | 34.8K | 210.59 | 0.01% |
| 120 | GILD | Gilead Sciences... | 110.72 | +0.67% | 376 | +100.00% | 34.73K | 92.37 | 0.01% |
| 121 | PFE | Pfizer Inc. | 24.39 | -0.63% | 1.3K | +0.46% | 34.61K | 57.74 | 0.01% |
| 122 | XLV | Health Care Sel... | 135.62 | -0.38% | 246 | +0.41% | 33.84K | 139.5 | 0.01% |
| 123 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 134 | +15.52% | 32.24K | 178.86 | 0.01% |
| 124 | GE | General Electri... | 236.08 | -0.22% | 192 | -11.52% | 32.02K | 100.76 | 0.01% |
| 125 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 1.15K | +200.00% | 31.47K | 26.54 | 0.01% |
| 126 | AEP | American Electr... | 101.86 | -1.01% | 334 | 0.00% | 30.8K | 84.56 | 0.01% |
| 127 | GS | The Goldman Sac... | 626.86 | +2.17% | 52 | 0.00% | 30.01K | 386.29 | 0.01% |
| 128 | SO | The Southern Co... | 88.83 | -1.68% | 314 | 0.00% | 25.85K | 69.58 | < 0.01% |
| 129 | VGT | Vanguard Inform... | 633.02 | +1.56% | 40 | 0.00% | 24.87K | 414.9 | < 0.01% |
| 130 | PSX | Phillips 66 | 123.57 | +1.16% | 207 | 0.00% | 23.58K | 72.45 | < 0.01% |
| 131 | IWD | iShares Russell... | 190.16 | +0.17% | 127 | 0.00% | 23.51K | 170.86 | < 0.01% |
| 132 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 407 | 0.00% | 23.41K | 56.11 | < 0.01% |
| 133 | PG | The Procter & G... | 160.70 | +0.26% | 136 | 0.00% | 22.8K | 150.18 | < 0.01% |
| 134 | AOA | iShares Core Ag... | 81.58 | +0.71% | 281 | +17.57% | 21.53K | 73 | < 0.01% |
| 135 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 39 | +100.00% | 21.01K | 538.79 | < 0.01% |
| 136 | ABNB | Airbnb, Inc. | 137.04 | +1.11% | 150 | 0.00% | 19.71K | 141.29 | < 0.01% |
| 137 | KEY | KeyCorp | 15.91 | +1.66% | 1.12K | 0.00% | 19.13K | 10.76 | < 0.01% |
| 138 | STX | Seagate Technol... | 130.98 | +2.92% | 211 | 0.00% | 18.21K | 112.98 | < 0.01% |
| 139 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 125 | -50% | 18.08K | 160.99 | < 0.01% |
| 140 | TFC | Truist Financia... | 39.37 | +1.03% | 410 | +0.74% | 17.79K | 42.04 | < 0.01% |
| 141 | UGI | UGI Corporation | 35.84 | -0.98% | 627 | 0.00% | 17.71K | 41.38 | < 0.01% |
| 142 | SNY | Sanofi | 49.38 | -0.58% | 367 | 0.00% | 17.7K | 49.92 | < 0.01% |
| 143 | CVX | Chevron Corpora... | 146.06 | +0.10% | 118 | +73.53% | 17.09K | 146.69 | < 0.01% |
| 144 | CARR | Carrier Global ... | 70.87 | -0.52% | 247 | 0.00% | 16.86K | 54.23 | < 0.01% |
| 145 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 63 | 0.00% | 16.64K | 226.73 | < 0.01% |
| 146 | FANG | Diamondback Ene... | 150.85 | -2.62% | 100 | 0.00% | 16.38K | 172.4 | < 0.01% |
| 147 | SHOP | Shopify Inc. | 108.28 | +2.79% | 150 | +100.00% | 15.95K | 106.33 | < 0.01% |
| 148 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 47 | 0.00% | 15.46K | 167.51 | < 0.01% |
| 149 | USB | U.S. Bancorp | 43.13 | +0.33% | 323 | -18.02% | 15.44K | 43.67 | < 0.01% |
| 150 | XLK | Technology Sele... | 242.79 | +1.51% | 66 | 0.00% | 15.35K | 225.76 | < 0.01% |