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Investment manager · 13F filer · SEC CIK 1909851
Morton Brown Family Wealth, LLC
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Reported value$450Mas of Sep 30, 2026
Positions412 28 new, 32 sold out
Top 10 weight79.2%SCHB alone is 28%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab U.S. Broad Market ETF
28.4%Added +2%
AVEMAvantis Emerging Markets Equity ETF
10.2%
VEAVanguard Ftse Developed Markets ETF
8.6%Added +3%
AVUVAvantis U.S. Small Cap Value ETF
6.6%
AVDVAvantis International Small Cap Value ETF
6.4%Added +3%
MUBiShares National Muni Bond ETF
4.7%Added +2%
SCHRSchwab Intermediate-Term US Treasury ETF
4.1%Added +2%
SPYSPDR S&P 500 ETF Trust
3.7%
VCITVanguard Intermediate-Term Corporate Bond ETF
3.4%+8%
REETiShares Global REIT ETF
3.1%
BNDXVanguard Total International Bond ETF
2.7%
MUNI1.9%
SCHBSchwab U.S. Broad Market ETF
28.4%Added +2%
AVEMAvantis Emerging Markets Equity ETF
10.2%
VEAVanguard Ftse Developed Markets ETF
8.6%+3%
AVUVAvantis U.S. Small Cap Value ETF
6.6%
AVDVAvantis International Small Cap Value ETF
6.4%
MUBiShares National Muni Bond ETF
4.7%
SCHRSchwab Intermediate-Term US Treasury ETF
4.1%
VCIT
REET
BNDX2.7%
MUNI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab U.S. Broad Market ETF 28.4% Added +2%
AVEM Avantis Emerging Markets Equity ETF 10.2% Held
VEA Vanguard Ftse Developed Markets ETF 8.6% Added +3%
AVUV Avantis U.S. Small Cap Value ETF 6.6% Held
AVDV Avantis International Small Cap Value ETF 6.4% Added +3%
MUB iShares National Muni Bond ETF 4.7% Added +2%
SCHR Schwab Intermediate-Term US Treasury ETF 4.1% Added +2%
SPY SPDR S&P 500 ETF Trust 3.7% HeldVCIT Vanguard Intermediate-Term Corporate Bond ETF 3.4% Added +8%
REET iShares Global REIT ETF 3.1% Added +4%
BNDX Vanguard Total International Bond ETF 2.7% Held
MUNI Pimco Intermed Muni Bond 1.9% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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