Bryant Woods Investment Advisors, LLC
59 holdingsFiling period: 2026-03-31Current AUM: $310.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 130.1K | $85.0M | $97.6M | 31.46% | +5.4K | 2026-03-31 |
| 2 | IJH | ISHARES TR | 397.4K | $26.8M | $29.9M | 9.64% | +14.0K | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 44.5K | $26.6M | $30.5M | 9.84% | +2.9K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 65.9K | $16.7M | $20.3M | 6.56% | -643 | 2026-03-31 |
| 5 | DFAW | DIMENSIONAL ETF TRUST | 168.8K | $12.5M | $14.0M | 4.51% | +10.1K | 2026-03-31 |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | 150.8K | $11.4M | $12.6M | 4.06% | +22.4K | 2026-03-31 |
| 7 | FENI | FIDELITY COVINGTON TRUST | 295.1K | $11.0M | $12.0M | 3.87% | +49.5K | 2026-03-31 |
| 8 | IJR | ISHARES TR | 88.3K | $11.0M | $12.8M | 4.14% | +802 | 2026-03-31 |
| 9 | IVOO | VANGUARD ADMIRAL FDS INC | 85.3K | $9.8M | $10.9M | 3.50% | +2.8K | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 107.7K | $7.5M | $8.4M | 2.69% | -3,120 | 2026-03-31 |
| 11 | TSPA | T ROWE PRICE ETF INC | 148.5K | $6.1M | $7.0M | 2.25% | +15.3K | 2026-03-31 |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | 44.7K | $5.1M | $6.0M | 1.94% | -1,018 | 2026-03-31 |
| 13 | DUHP | DIMENSIONAL ETF TRUST | 103.4K | $3.8M | $4.3M | 1.37% | +14.4K | 2026-03-31 |
| 14 | FBND | FIDELITY MERRIMACK STR TR | 81.1K | $3.7M | $3.6M | 1.17% | +31.7K | 2026-03-31 |
| 15 | IEFA | ISHARES TR | 32.1K | $2.9M | $3.2M | 1.02% | +5.0K | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 9.9K | $2.1M | $2.7M | 0.87% | +620 | 2026-03-31 |
| 17 | MTUM | ISHARES TR | 6.8K | $1.6M | $2.0M | 0.66% | -40 | 2026-03-31 |
| 18 | BND | VANGUARD BD INDEX FDS | 19.6K | $1.4M | $1.4M | 0.46% | +6.5K | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 8.2K | $1.4M | $1.7M | 0.53% | +28 | 2026-03-31 |
| 20 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 0.46% | -- | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.0K | $1.4M | $1.4M | 0.46% | -- | 2026-03-31 |
| 22 | LHX | L3HARRIS TECHNOLOGIES INC | 4.0K | $1.4M | $1.1M | 0.36% | -- | 2026-03-31 |
| 23 | — | LINDE PLC | 2.7K | $1.4M | $1.4M | 0.44% | +7 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.6M | 0.52% | +1.2K | 2026-03-31 |
| 25 | DFAI | DIMENSIONAL ETF TRUST | 31.7K | $1.2M | $1.3M | 0.43% | +6.4K | 2026-03-31 |
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