Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRICKLEY WEALTH MANAGEMENT 10-27-2023 09-30-2023 40 374,810,128
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS VALUE ETF 1 $86,992,150 630,698 0.02 0.02 287 0.05 09-30-2023
APPLE INC COM 2 $50,289,579 293,730 0.01 0.01 199 0.07 09-30-2023
ISHARES TR CORE MSCI EAFE 3 $37,988,683 590,345 0.01 0.01 -325 -0.06 09-30-2023
VANGUARD INDEX FDS GROWTH ETF 4 $31,803,058 116,790 0.01 0.01 -104 -0.09 09-30-2023
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