The Analysis of Brickley Wealth Management's Holdings
Currently, Brickley Wealth Management holds 55 types of securities in its portfolio with a total value $593.3M. In the most recent quarter, they have increased their positions in AAPL (+12.6K shares, valued at $3.4M), SGOV (+6.8K shares, valued at $678.7K), VGIT (+7.1K shares, valued at $425.6K); decreased their positions in VUG (-2.6K shares, valued at $1.3M), IWF (-996 shares, valued at $471.4K), AVDV (-3.5K shares, valued at $332.2K); initiated new positions in SGOV (+6.8K shares, valued at $678.7K), LLY (+240 shares, valued at $257.9K), WMT (+1.9K shares, valued at $208.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS641.4K shares-0.12%2025-12-312026-01-29
AAPL APPLE INC388.1K shares3.36%2025-12-312026-01-29 VUG VANGUARD INDEX FDS141.2K shares-1.79%2025-12-312026-01-29 IEFA ISHARES TR608.3K shares-0.19%2025-12-312026-01-29 AVDV AMERICAN CENTY ETF TR453.2K shares-0.77%2025-12-312026-01-29 VBK VANGUARD INDEX FDS100.8K shares0.14%2025-12-312026-01-29 VBR VANGUARD INDEX FDS124.5K shares0.21%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR34.9K shares0.00%2025-12-312026-01-29 VTIP VANGUARD MALVERN FDS405.0K shares1.37%2025-12-312026-01-29 EFA ISHARES TR141.4K shares0.00%2025-12-312026-01-29 IWF ISHARES TR27.0K shares-3.55%2025-12-312026-01-29 USMV ISHARES TR106.5K shares0.03%2025-12-312026-01-29 VGIT VANGUARD SCOTTSDALE FDS154.4K shares4.82%2025-12-312026-01-29 VOE VANGUARD INDEX FDS46.7K shares-0.00%2025-12-312026-01-29 MTUM ISHARES TR31.5K shares0.00%2025-12-312026-01-29 SMMV ISHARES TR127.1K shares0.06%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F58.4K shares0.02%2025-12-312026-01-29 EFAV ISHARES TR31.0K shares3.92%2025-12-312026-01-29 IMTM ISHARES TR40.6K shares0.00%2025-12-312026-01-29 SCHF SCHWAB STRATEGIC TR74.4K shares1.42%2025-12-312026-01-29 VTI VANGUARD INDEX FDS4.2K shares4.42%2025-12-312026-01-29 NVDA NVIDIA CORPORATION7.3K shares0.00%2025-12-312026-01-29 ESGV VANGUARD WORLD FD10.9K shares-5.53%2025-12-312026-01-29 VT VANGUARD INTL EQUITY INDEX F8.7K shares16.60%2025-12-312026-01-29 IUSV ISHARES TR11.8K shares0.00%2025-12-312026-01-29 MSFT MICROSOFT CORP2.4K shares8.54%2025-12-312026-01-29 IWP ISHARES TR8.4K shares-0.01%2025-12-312026-01-29 ILMN ILLUMINA INC7.9K shares0.00%2025-12-312026-01-29 META META PLATFORMS INC1.5K shares-0.40%2025-12-312026-01-29 SGOV ISHARES TR6.8K sharesnew addition2025-12-312026-01-29 AMZN AMAZON COM INC2.9K shares0.38%2025-12-312026-01-29 IEF ISHARES TR6.8K shares0.52%2025-12-312026-01-29 IVV ISHARES TR833 shares0.00%2025-12-312026-01-29 VSGX VANGUARD WORLD FD7.4K shares-2.69%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.6K shares0.00%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR15.3K shares7.73%2025-12-312026-01-29 SCZ ISHARES TR6.3K shares-0.33%2025-12-312026-01-29 SCHV SCHWAB STRATEGIC TR15.8K shares12.30%2025-12-312026-01-29 SHY ISHARES TR5.5K shares5.74%2025-12-312026-01-29 BROADCOM INC BROADCOM INC1.3K shares0.00%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR4.3K shares1.12%2025-12-312026-01-29 AGG ISHARES TR3.9K shares8.05%2025-12-312026-01-29 ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-29 TSLA TESLA INC769 shares0.92%2025-12-312026-01-29 KLAC KLA CORP280 shares0.00%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.1.0K shares0.79%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-12-312026-01-29 LLY ELI LILLY & CO240 sharesnew addition2025-12-312026-01-29 AVLV AMERICAN CENTY ETF TR3.4K shares0.00%2025-12-312026-01-29 VGSH VANGUARD SCOTTSDALE FDS4.0K shares0.00%2025-12-312026-01-29 VNQ VANGUARD INDEX FDS2.6K shares0.30%2025-12-312026-01-29 SCHC SCHWAB STRATEGIC TR4.9K shares6.21%2025-12-312026-01-29 WMT WALMART INC1.9K sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available