Morton Brown Family Wealth, LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$328.7M
Holdings
319
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (319 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB U.S. BROAD MARKET ETF | $91.4M |
AVEMAVANTIS EMERGING MARKETS EQUITY ETF | $31.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $27.5M |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $19.2M |
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $18.9M |
MUBISHARES NATIONAL MUNI BOND ETF | $18.5M |
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | $13.8M |
SPYSPDR S&P 500 ETF TRUST | $13.7M |
REETISHARES GLOBAL REIT ETF | $10.7M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $10.1M |
MUNIPIMCO INTERMED MUNI BOND | $9.9M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $8.4M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $6.4M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $4.1M |
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $3.2M |
EFAISHARES MSCI EAFE ETF | $3.1M |
HDVISHARES CORE HIGH DIVIDEND ETF | $2.7M |
AQLTISHARES CORE MSCI EAFE ETF | $2.3M |
VBVANGUARD SMALL-CAP ETF | $2.0M |
AAPLAPPLE INC COM | $1.9M |
NDQINVESCO QQQ TRUST SERIES I | $1.7M |
AVGOBROADCOM INC COM | $1.5M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $1.5M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $1.3M |
MSFTMICROSOFT CORP COM | $1.2M |
ESGUISHARES ESG AWARE MSCI USA ETF | $1.1M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $1.1M |
DFSVDIMENSIONAL US SMALL CAP VALUE ETF | $1.1M |
IWMISHARES RUSSELL 2000 ETF | $938K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $929K |
NVDANVIDIA CORPORATION COM | $621K |
BACBANK AMERICA CORP COM | $591K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $589K |
VOTVANGUARD MID-CAP GROWTH ETF | $500K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $439K |
AVREAVANTIS REAL ESTATE ETF | $431K |
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT | $420K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $395K |
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | $394K |
IVVISHARES CORE S&P 500 ETF | $360K |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $343K |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $311K |
JNJJOHNSON & JOHNSON COM | $310K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $302K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $301K |
IJHISHARES CORE S&P MID-CAP ETF | $292K |
DISDISNEY WALT CO COM | $291K |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $290K |
MCDMCDONALDS CORP COM | $281K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $274K |
VNQVANGUARD REAL ESTATE ETF | $272K |
ESGEISHARES ESG AWARE MSCI EM ETF | $252K |
IDIINTERDIGITAL INC COM | $235K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $229K |
SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF | $228K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $226K |
IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF | $219K |
AMGNAMGEN INC COM | $187K |
QCOMQUALCOMM INC COM | $184K |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $182K |
RTXRTX CORPORATION COM | $169K |
NOCNORTHROP GRUMMAN CORP COM | $169K |
BGRNISHARES TRUST ISHARES USD GREEN BOND ETF | $168K |
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | $165K |
ACWXISHARES MSCI ACWI EX U.S. ETF | $164K |
MARMARRIOTT INTL INC NEW CL A | $154K |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $153K |
GQ9SPDR GOLD SHARES | $150K |
METAMETA PLATFORMS INC CL A | $148K |
PAYXPAYCHEX INC COM | $143K |
WMTWALMART INC COM | $143K |
AMZNAMAZON COM INC COM | $138K |
DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $137K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $133K |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $132K |
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | $132K |
XOMEXXON MOBIL CORP COM | $132K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $124K |
UNPUNION PAC CORP COM | $121K |
CATCATERPILLAR INC COM | $121K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $118K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $108K |
GOOGLALPHABET INC CAP STK CL A | $103K |
AWCAMERICAN WTR WKS CO INC NEW COM | $97K |
VXFVANGUARD EXTENDED MARKET ETF | $96K |
APDAIR PRODS & CHEMS INC COM | $96K |
IJRISHARES CORE S&P SMALL CAP ETF | $90K |
IBMINTERNATIONAL BUSINESS MACHS COM | $86K |
A4SAMERIPRISE FINL INC COM | $85K |
SCHMSCHWAB U.S. MID-CAP ETF | $81K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $71K |
NEENEXTERA ENERGY INC COM | $71K |
VOOVANGUARD S&P 500 ETF | $68K |
OLEDUNIVERSAL DISPLAY CORP COM | $67K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $66K |
VUGVANGUARD GROWTH ETF | $63K |
LLYELI LILLY & CO COM | $60K |
AMDADVANCED MICRO DEVICES INC COM | $58K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $57K |
IUSVISHARES CORE S&P US VALUE ETF | $55K |
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