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Institutional Investment Manager
Braver Wealth Management, LLC
Braver Wealth Management, LLC (CIK: 0001566494), located at 117 Kendrick Street, Needham, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 147 holdings with a total value of $607,557,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ArQule Inc 29,662 47,000 0.01%
2 Ishares - Japan 14,419 165,000 0.03%
3 VANGUARD SPECIALIZED FUNDS 2,484 202,000 0.03%
4 TJX COS INC NEW 2,576 202,000 0.03%
5 MEDTRONIC PLC 2,687 202,000 0.03%
6 APACHE CORP 4,206 205,000 0.03%
7 ISHARES TR 2,611 213,000 0.04%
8 HOME DEPOT INC 1,602 214,000 0.04%
9 DEERE & CO 2,838 218,000 0.04%
10 ISHARES TR 1,964 219,000 0.04%
11 VANGUARD BD INDEX FDS 2,836 229,000 0.04%
12 VANGUARD INDEX FDS 2,285 233,000 0.04%
13 YUM BRANDS INC 2,900 237,000 0.04%
14 SPDR SERIES TRUST 4,291 239,000 0.04%
15 COMCAST CORP NEW 4,045 247,000 0.04%
16 LINCOLN NATL CORP IND 6,488 254,000 0.04%
17 RALPH LAUREN CORP 2,634 254,000 0.04%
18 STRYKER CORP 2,492 267,000 0.04%
19 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,501 274,000 0.05%
20 PHILLIPS 66 3,167 274,000 0.05%
21 COCA COLA CO 6,260 290,000 0.05%
22 VANGUARD ADMIRAL FDS INC 3,012 293,000 0.05%
23 UNION PAC CORP 3,703 295,000 0.05%
24 CITIGROUPINC 7,300 305,000 0.05%
25 ABIOMED INC 3,250 308,000 0.05%
26 LOCKHEED MARTIN CORP 1,428 316,000 0.05%
27 ROYAL DUTCH SHELL PLC 6,597 320,000 0.05%
28 SELECT SECTOR SPDR TR 14,352 323,000 0.05%
29 DIAGEO P L C 3,025 326,000 0.05%
30 ISHARES TR 6,942 350,000 0.06%
31 ISHARES TR 12,000 354,000 0.06%
32 ISHARES 10,941 376,000 0.06%
33 AT&T INC 9,804 384,000 0.06%
34 PHILIP MORRIS INTL INC 4,147 407,000 0.07%
35 VANGUARD INTL EQUITY INDEX F 11,863 410,000 0.07%
36 EMERSON ELEC CO 7,800 424,000 0.07%
37 NIKE INC 7,172 441,000 0.07%
38 BERKSHIRE HATHAWAY INC DEL 3,179 451,000 0.07%
39 AMERICAN EXPRESS CO 7,437 457,000 0.08%
40 BRISTOL MYERS SQUIBB CO 7,333 468,000 0.08%
41 CHEVRON CORP NEW 4,976 475,000 0.08%
42 FISERV INC 4,800 492,000 0.08%
43 REGENERON PHARMACEUTICALS 1,400 505,000 0.08%
44 MERCK & CO INC 9,593 508,000 0.08%
45 VANGUARD INDEX FDS 5,107 512,000 0.08%
46 VANGUARD SCOTTSDALE FDS 6,162 536,000 0.09%
47 FRANKLIN STREET PPTY CP 52,018 552,000 0.09%
48 MARSH & MCLENNAN COS INC 9,294 565,000 0.09%
49 MCDONALDS CORP 4,594 577,000 0.09%
50 3M CO 3,573 595,000 0.10%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566494-16-000008, filed 2016.05.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.