account_balance
Investment manager · 13F filer · SEC CIK 2106763
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S
Reported value$132Mas of Sep 30, 2026
Positions67 2 new, 0 sold out
Top 10 weight56.6%VTI alone is 20%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
19.9%Added +8%
VBRVanguard Index FDS
6.4%Added +14%
DFACDimensional ETF Trust
4.8%
VSSVanguard Intl Equity Index F
4.1%Added +6%
VBKVanguard Index FDS
4.0%Added +9%
VTVVanguard Index FDS
3.7%Added +5%
VXUSVanguard Star FDS
3.6%Added +16%
AAPLApple Inc.
3.4%
DFIVDimensional ETF Trust
3.4%+4%
VBVanguard Index FDS
3.3%+11%
VWOVanguard Intl Equity Index F
2.8%+6%
CATCaterpillar Inc
2.8%
VTIVanguard Index FDS
19.9%Added +8%
VBRVanguard Index FDS
6.4%
DFACDimensional ETF Trust
4.8%
VSSVanguard Intl Equity Index F
4.1%+6%
VBK4.0%
VTV3.7%
VXUS3.6%
AAPLApple Inc.
3.4%
DFIVDimensional ETF Trust
3.4%
VB3.3%
VWO2.8%
CAT2.8%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
VTI Vanguard Index FDS 19.9% Added +8%
VBR Vanguard Index FDS 6.4% Added +14%
DFAC Dimensional ETF Trust 4.8% Held
VSS Vanguard Intl Equity Index F 4.1% Added +6%
VBK Vanguard Index FDS 4.0% Added +9%
VTV Vanguard Index FDS 3.7% Added +5%
VXUS Vanguard Star FDS 3.6% Added +16%
AAPL Apple Inc. 3.4% HeldDFIV Dimensional ETF Trust 3.4% Added +4%
VB Vanguard Index FDS 3.3% Added +11%
VWO Vanguard Intl Equity Index F 2.8% Added +6%
CAT Caterpillar Inc 2.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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