Brickley-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  null,
  "META",
  null,
  null,
  null,
  "LRCX",
  "MSFT",
  "ILMN",
  "VGIT",
  "IWF",
  "VGSH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  null,
  "IEFA",
  "VNQ",
  "VOE",
  "VWO",
  null,
  "IEF",
  "IWP",
  "AMZN",
  null,
  null,
  "ESGV",
  "VUG",
  "VBK",
  "VBR",
  "VT",
  "VTV",
  null,
  "SCHG",
  "SCHF",
  "MTUM",
  "IUSV",
  "BRK-B",
  "EFA",
  "USMV",
  "QQQ",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 45
Total Value: 482134583
Accession Number: 0001712533-25-000008
Form Type: 13F-HR
CIK: brickley-wealth-management
Manager Name: Brickley-Wealth-Management

Data Enrichment

78% identified

35 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $482.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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025072349

Shares:3.9K

Value:$252.8K

% of Portfolio:0.1% ($252.8K/$482.1M)

Alphabet Inc.

GOOG|02079K107

Shares:1.6K

Value:$250.3K

% of Portfolio:0.1% ($250.3K/$482.1M)

922908553

VNQ|922908553

Shares:2.6K

Value:$238.1K

% of Portfolio:0.0% ($238.1K/$482.1M)

92206C102

VGSH|92206C102

Shares:4.0K

Value:$235.2K

% of Portfolio:0.0% ($235.2K/$482.1M)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.8K

Value:$203.6K

% of Portfolio:0.0% ($203.6K/$482.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072349)✕	3.9K	QoQ 0.00% (-0) YoY +15.08% (+508)	All Managers (Combined)	$252.8K	0.1% ($252.8K/$482.1M)	QoQ -2.33% (-$6.0K) YoY +16.78% (+$36.3K)
Alphabet Inc.(GOOGcusip02079K107)	1.6K	QoQ +7.15% (-107) YoY +3.48% (+54)	All Managers (Combined)	$250.3K	0.1% ($250.3K/$482.1M)	QoQ -12.09% (-$34.4K) YoY +6.18% (+$14.6K)
(VNQcusip922908553)	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$238.1K	0.0% ($238.1K/$482.1M)	QoQ +1.63% (+$3.8K) YoY NEW(+$238.1K)
(VGSHcusip92206C102)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$235.2K	0.0% ($235.2K/$482.1M)	QoQ +0.87% (+$2.0K) YoY +1.06% (+$2.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$203.6K	0.0% ($203.6K/$482.1M)	QoQ +0.65% (+$1.3K) YoY NEW(+$203.6K)