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Brucke Financial, Inc.

168 holdingsFiling period: 2026-03-31Current AUM: $214.3Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1VEAVANGUARD TAX-MANAGED FDS366.6K$23.5M$25.9M12.08%+268.5K2026-03-31
2PBFRPGIM ROCK ETF TR652.9K$18.9M$20.1M9.38%+23.5K2026-03-31
3VGITVANGUARD SCOTTSDALE FDS111.6K$6.6M$6.5M3.04%-10,2572026-03-31
4NVDANVIDIA CORPORATION37.4K$6.5M$7.5M3.50%+3142026-03-31
5VCITVANGUARD SCOTTSDALE FDS78.2K$6.5M$6.4M2.96%-8,9632026-03-31
6AAPLAPPLE INC22.0K$5.6M$6.8M3.17%+7952026-03-31
7SCHCSCHWAB STRATEGIC TR110.9K$5.2M$5.4M2.50%-8,9432026-03-31
8VGSHVANGUARD SCOTTSDALE FDS84.8K$5.0M$4.9M2.30%+23.8K2026-03-31
9VCSHVANGUARD SCOTTSDALE FDS61.9K$4.9M$4.9M2.27%+17.0K2026-03-31
10AMZNAMAZON COM INC22.6K$4.7M$6.1M2.86%+2.9K2026-03-31
11GOOGLALPHABET INC16.1K$4.6M$5.7M2.67%-7672026-03-31
12VTWOVANGUARD SCOTTSDALE FDS40.4K$4.0M$4.8M2.22%-2,4462026-03-31
13METAMETA PLATFORMS INC6.8K$3.9M$3.8M1.76%+3932026-03-31
14VWOVANGUARD INTL EQUITY INDEX F69.9K$3.8M$4.1M1.92%--2026-03-31
15MBBISHARES TR39.3K$3.7M$3.6M1.70%--2026-03-31
16MSFTMICROSOFT CORP9.3K$3.5M$4.3M2.02%+7352026-03-31
17WMTWALMART INC27.7K$3.4M$3.1M1.44%-1,3062026-03-31
18IBHFISHARES TR84.4K$1.9M$1.9M0.89%+24.4K2026-03-31
19CATCATERPILLAR INC2.6K$1.8M$2.1M0.99%+22026-03-31
20BRK-BBERKSHIRE HATHAWAY INC DEL3.9K$1.8M$1.8M0.86%-3122026-03-31
21AVGOBROADCOM INC5.8K$1.8M$2.3M1.05%-1562026-03-31
22ICLOINVESCO ACTIVELY MANAGED EXC69.5K$1.8M$1.8M0.83%+21.1K2026-03-31
23JAAAJANUS DETROIT STR TR33.5K$1.7M$1.7M0.79%+17.9K2026-03-31
24JPMJPMORGAN CHASE & CO5.4K$1.6M$1.9M0.88%-3122026-03-31
25SCHXSCHWAB STRATEGIC TR60.4K$1.5M$1.8M0.83%-54,3322026-03-31
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