BRASS TAX WEALTH MANAGEMENT, INC

Q3 2024 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Kendra Means - Consultant
Location
Cincinnati, OH
Holdings as of
30 Sep 2024
Value $
$467,118,491
Num holdings
200
Filing time
29 Apr 2025, 15:48:25 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included VOO, VB, BND, VTI, and DBEF.
Previous filing
Q2 2024 - 09 Aug 2024
Next filing
Q4 2024 - 29 Apr 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kendra Means Consultant Covington, Kentucky 29 Apr 2025