Morton Brown Family Wealth, LLC
294 holdingsFiling period: 2026-03-31Current AUM: $413.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | 4.02M | $100.8M | $115.9M | 28.01% | +170.4K | 2026-03-31 |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 465.3K | $37.5M | $41.6M | 10.07% | +10.7K | 2026-03-31 |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 507.5K | $32.5M | $35.8M | 8.66% | +15.6K | 2026-03-31 |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 232.5K | $25.7M | $29.1M | 7.04% | +7.1K | 2026-03-31 |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 241.5K | $24.1M | $25.3M | 6.11% | +5.9K | 2026-03-31 |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 175.4K | $18.6M | $18.5M | 4.48% | +4.1K | 2026-03-31 |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 701.7K | $17.5M | $17.1M | 4.14% | +26.4K | 2026-03-31 |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | 22.2K | $14.4M | $16.6M | 4.01% | +331 | 2026-03-31 |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 162.8K | $13.5M | $13.2M | 3.20% | +7.6K | 2026-03-31 |
| 10 | REET | ISHARES GLOBAL REIT ETF | 491.0K | $12.3M | $13.9M | 3.37% | +19.5K | 2026-03-31 |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 236.5K | $11.4M | $11.3M | 2.73% | +10.1K | 2026-03-31 |
| 12 | MUNI | PIMCO INTERMED MUNI BOND | 180.6K | $9.4M | $9.3M | 2.26% | +10.5K | 2026-03-31 |
| 13 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 55.1K | $5.9M | $5.8M | 1.41% | +1.3K | 2026-03-31 |
| 14 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 69.9K | $5.5M | $5.5M | 1.33% | +2.1K | 2026-03-31 |
| 15 | EFA | ISHARES MSCI EAFE ETF | 33.7K | $3.3M | $3.6M | 0.86% | -101 | 2026-03-31 |
| 16 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 68.8K | $3.2M | $3.3M | 0.80% | -1,064 | 2026-03-31 |
| 17 | HDV | ISHARES CORE HIGH DIVIDEND ETF | 22.1K | $3.0M | $3.2M | 0.77% | -619 | 2026-03-31 |
| 18 | IEFA | ISHARES CORE MSCI EAFE ETF | 27.4K | $2.5M | $2.7M | 0.65% | -35 | 2026-03-31 |
| 19 | AAPL | APPLE INC COM | 8.6K | $2.2M | $2.7M | 0.64% | -220 | 2026-03-31 |
| 20 | VB | VANGUARD SMALL-CAP ETF | 8.1K | $2.1M | $2.4M | 0.58% | -63 | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | 3.3K | $1.9M | $2.3M | 0.55% | +83 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP COM | 4.5K | $1.6M | $2.1M | 0.50% | +20 | 2026-03-31 |
| 23 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 4.9K | $1.6M | $1.8M | 0.44% | +22 | 2026-03-31 |
| 24 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 26.7K | $1.4M | $1.6M | 0.38% | -727 | 2026-03-31 |
| 25 | AVGO | BROADCOM INC COM | 4.1K | $1.3M | $1.6M | 0.39% | -315 | 2026-03-31 |
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