13F Filings History of Braver Wealth Management, LLC

Latest 13F report
Q4 2016 - 14 Feb 2017
Value $
$615,819,000
Signature - Title
David J. D'Amico - Chief Compliance Officer
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by Braver Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Braver Wealth Management, LLC reported 145 stock holdings with total value $615,819,000 as of Q4 2016. Top holdings included IVV, IJH, IEFA, SPY, and KBE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2016 145 $615,819,000 +$137,491,862 -$133,098,290 +$4,393,572 IVV, IJH, IEFA, SPY, KBE 13F-HR 14 Feb 2017, 12:43
Q3 2016 140 $596,877,000 +$104,994,702 -$106,983,787 -$1,989,085 IVV, IEFA, SPY, IJH, EMB 13F-HR 26 Oct 2016, 12:50
Q2 2016 136 $586,076,000 +$137,547,745 -$166,123,005 -$28,575,260 IVV, AGG, SPY, IJH, XLU 13F-HR 13 Jul 2016, 16:43
Q1 2016 147 $607,557,000 +$253,277,431 -$134,710,429 +$118,567,002 IVV, AGG, SPY, BNDX, IJH 13F-HR 13 May 2016, 11:46
Q4 2015 79 $486,136,000 +$162,651,304 -$90,841,856 +$71,809,448 IVV, AGG, EFA, SPY, IJH 13F-HR 11 Feb 2016, 16:36
Q3 2015 74 $396,804,000 +$109,693,586 -$79,824,682 +$29,868,904 IVV, SPY, IJH, AGG, EFA 13F-HR 10 Nov 2015, 13:00
Q2 2015 82 $411,301,228 +$45,683,003 -$121,083,010 -$75,400,007 IVV, SPY, IJH, EFA, AGG 13F-HR 13 Aug 2015, 15:45
Q1 2015 86 $487,454,562 +$100,655,280 -$111,028,123 -$10,372,843 IVV, IJH, SPY, EFA, BKLN 13F-HR 14 May 2015, 12:29
Q4 2014 84 $487,823,000 +$206,607,264 -$61,298,407 +$145,308,857 IVV, AGG, SPY, IJH, BKLN 13F-HR 12 Feb 2015, 16:28
Q3 2014 75 $331,916,000 +$34,432,997 -$85,517,824 -$51,084,827 IVV, SPY, AGG, QQQ, EFA 13F-HR 12 Nov 2014, 15:57
Q2 2014 88 $387,246,000 +$77,538,611 -$51,726,197 +$25,812,414 IVV, SPY, AGG, IJH, EFA 13F-HR 28 Jul 2014, 18:21
Q1 2014 76 $335,856,000 +$84,187,052 -$31,258,076 +$52,928,976 IVV, AGG, SPY, IWN, EFA 13F-HR 13 May 2014, 12:30
Q4 2013 74 $289,259,000 $0 $0 $0 IVV, SPY, EFA, AGG, IJH 13F-HR 12 Feb 2014, 11:57