Dark
Light
System
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 (2016Q2)
Portfolio Summary: 136 holdings with a total value of $586,076,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 FORD MTR CO DEL 13,022 164,000 0.03%
2 ISHARES GOLD TRUST 15,885 203,000 0.03%
3 COCA COLA CO 4,852 220,000 0.04%
4 ISHARES TR 1,930 220,000 0.04%
5 APACHE CORP 4,000 223,000 0.04%
6 PHILLIPS 66 2,817 223,000 0.04%
7 ISHARES 7,005 226,000 0.04%
8 VANGUARD BD INDEX FDS 2,819 229,000 0.04%
9 RALPH LAUREN CORP 2,634 236,000 0.04%
10 YUM BRANDS INC 2,900 240,000 0.04%
11 VANGUARD INDEX FDS 2,384 251,000 0.04%
12 LINCOLN NATL CORP IND 6,488 252,000 0.04%
13 VANECK VECTORS ETF TR 14,382 255,000 0.04%
14 SELECT SECTOR SPDR TR 3,756 256,000 0.04%
15 VANGUARD ADMIRAL FDS INC 2,585 259,000 0.04%
16 LOCKHEED MARTIN CORP 1,064 264,000 0.05%
17 CITIGROUPINC 6,360 270,000 0.05%
18 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,486 277,000 0.05%
19 ROYAL DUTCH SHELL PLC 5,342 295,000 0.05%
20 STRYKER CORP 2,492 299,000 0.05%
21 SELECT SECTOR SPDR TR 14,001 320,000 0.05%
22 UNION PAC CORP 3,703 323,000 0.06%
23 PHILIP MORRIS INTL INC 3,224 328,000 0.06%
24 DIAGEO P L C 3,025 341,000 0.06%
25 VANECK ETF TRUST 13,000 360,000 0.06%
26 ISHARES TR 7,155 362,000 0.06%
27 BERKSHIRE HATHAWAY INC DEL 2,579 373,000 0.06%
28 CHEVRON CORP NEW 3,569 374,000 0.06%
29 MERCK & CO INC 6,521 376,000 0.06%
30 ISHARES TR 12,000 388,000 0.07%
31 NIKE INC 7,177 396,000 0.07%
32 EMERSON ELEC CO 7,800 407,000 0.07%
33 VANGUARD INTL EQUITY INDEX F 11,780 415,000 0.07%
34 AMERICAN EXPRESS CO 7,036 428,000 0.07%
35 VANGUARD SCOTTSDALE FDS 4,842 433,000 0.07%
36 BRISTOL MYERS SQUIBB CO 6,000 441,000 0.08%
37 VANECK VECTORS ETF TR 19,335 480,000 0.08%
38 DOW CHEM CO 9,833 489,000 0.08%
39 SPDR INDEX SHS FDS 17,339 504,000 0.09%
40 FISERV INC 4,800 522,000 0.09%
41 3M CO 3,070 538,000 0.09%
42 E M C CORP MASS COM 19,994 543,000 0.09%
43 MCDONALDS CORP 4,593 553,000 0.09%
44 MARSH & MCLENNAN COS INC 8,412 576,000 0.10%
45 VANGUARD INDEX FDS 5,719 583,000 0.10%
46 MASTERCARD INCORPORATED 6,672 588,000 0.10%
47 SPDR GOLD TR 4,735 599,000 0.10%
48 STARBUCKS CORP 10,602 606,000 0.10%
49 EXPEDITORS INTL WASH INC 12,598 618,000 0.11%
50 GOLDMAN SACHS GROUP INC 4,430 658,000 0.11%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566494-16-000009, filed 2016.07.13).

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.