Bravera Wealth
412 holdingsFiling period: 2026-03-31Current AUM: $249.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 Index ETF | 73.6K | $44.0M | $50.5M | 20.21% | +3.3K | 2026-03-31 |
| 2 | SCHG | Schwab U.S. Large-Cap Growth ETF | 342.5K | $10.0M | $11.7M | 4.68% | +48.2K | 2026-03-31 |
| 3 | VTV | Vanguard Value Index ETF | 49.3K | $9.7M | $10.8M | 4.33% | +10.3K | 2026-03-31 |
| 4 | FENI | Fidelity Enhanced International ETF | 202.4K | $7.5M | $8.2M | 3.29% | +23.5K | 2026-03-31 |
| 5 | FSMD | Fidelity SMID Multifactor ETF | 150.4K | $6.7M | $7.6M | 3.05% | +25.3K | 2026-03-31 |
| 6 | SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 144.6K | $5.7M | $6.3M | 2.53% | +19.1K | 2026-03-31 |
| 7 | AVUV | Avantis U.S. Small Cap Value ETF | 50.0K | $5.5M | $6.3M | 2.51% | +5.7K | 2026-03-31 |
| 8 | MSFT | Microsoft Corp | 14.9K | $5.5M | $6.9M | 2.77% | -449 | 2026-03-31 |
| 9 | RDVY | First Trust Rising Dividend Achievers ETF | 78.6K | $5.4M | $6.4M | 2.55% | +12.5K | 2026-03-31 |
| 10 | FNDX | Schwab Fundamental U.S. Large Company ETF | 191.6K | $5.3M | $6.1M | 2.43% | +33.6K | 2026-03-31 |
| 11 | CGDV | Capital Group Dividend Value ETF | 124.2K | $5.3M | $6.2M | 2.46% | +19.5K | 2026-03-31 |
| 12 | VIG | Vanguard Dividend Appreciation ETF | 22.7K | $4.9M | $5.4M | 2.17% | -1,555 | 2026-03-31 |
| 13 | VEA | Vanguard Developed Markets Index FTSE ETF | 75.7K | $4.9M | $5.3M | 2.14% | +10.7K | 2026-03-31 |
| 14 | AUSF | Global X Adaptive U.S. Factor ETF | 100.3K | $4.8M | $5.2M | 2.07% | +14.6K | 2026-03-31 |
| 15 | SDY | SPDR S&P Dividend ETF | 28.7K | $4.2M | $4.5M | 1.78% | -3,149 | 2026-03-31 |
| 16 | CGGR | Capital Group Growth ETF | 96.6K | $3.9M | $4.3M | 1.73% | +13.9K | 2026-03-31 |
| 17 | SCHD | Schwab U.S. Dividend Equity ETF | 109.1K | $3.3M | $3.7M | 1.46% | -10,326 | 2026-03-31 |
| 18 | VOT | Vanguard Mid-Cap Growth ETF | 12.9K | $3.3M | $3.8M | 1.53% | +1.9K | 2026-03-31 |
| 19 | EMXC | iShares MSCI Emerging Markets Ex China ETF | 42.0K | $3.3M | $3.9M | 1.55% | +5.4K | 2026-03-31 |
| 20 | VBK | Vanguard Small-Cap Growth ETF | 10.9K | $3.3M | $3.7M | 1.48% | +1.7K | 2026-03-31 |
| 21 | GLD | SPDR Gold Trust ETF | 6.7K | $2.9M | $2.5M | 0.99% | +725 | 2026-03-31 |
| 22 | FNDC | Schwab Fundamental International Small Equity ETF | 61.6K | $2.9M | $3.0M | 1.21% | +5.6K | 2026-03-31 |
| 23 | AAPL | Apple Inc | 11.0K | $2.8M | $3.4M | 1.36% | +288 | 2026-03-31 |
| 24 | VWO | Vanguard International FTSE Emerging Markets ETF | 41.1K | $2.2M | $2.4M | 0.97% | +4.1K | 2026-03-31 |
| 25 | AIQ | Global X Funds Artificial Intelligence & Technology ETF | 44.2K | $2.1M | $2.6M | 1.04% | +4.1K | 2026-03-31 |
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