Bryant Woods Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Bryant Woods Investment Advisors, LLC | Institutional Filer | ▲ 5.33% | $271.8M | 58 |
Current Portfolio Holdings
Showing all 58 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 130K | $85.0M | 31.28% |
| 2 | IJH | ISHARES TR | — | 397K | $26.8M | 9.87% |
| 3 | VOO | VANGUARD INDEX FDS | — | 44K | $26.6M | 9.77% |
| 4 | AAPL | Apple Inc. | Technology | 66K | $16.7M | 6.15% |
| 5 | DFAW | DIMENSIONAL ETF TRUST | — | 169K | $12.5M | 4.58% |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 151K | $11.4M | 4.20% |
| 7 | FENI | FIDELITY COVINGTON TRUST | — | 295K | $11.0M | 4.04% |
| 8 | IJR | ISHARES TR | — | 88K | $11.0M | 4.04% |
| 9 | IVOO | VANGUARD ADMIRAL FDS INC | — | 85K | $9.8M | 3.59% |
| 10 | IEMG | ISHARES INC | — | 108K | $7.5M | 2.76% |
| 11 | TSPA | T ROWE PRICE ETF INC | — | 148K | $6.1M | 2.23% |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | — | 45K | $5.1M | 1.89% |
| 13 | DUHP | DIMENSIONAL ETF TRUST | — | 103K | $3.8M | 1.40% |
| 14 | FBND | FIDELITY MERRIMACK STR TR | — | 81K | $3.7M | 1.36% |
| 15 | IEFA | ISHARES TR | — | 32K | $2.9M | 1.07% |
Showing 1 to 15 of 58 holdings