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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 (2016Q4)
Portfolio Summary: 145 holdings with a total value of $615,819,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 MASTERCARD INCORPORATED 7,326 756,000 0.12%
102 BERKSHIRE HATHAWAY INC DEL 4,614 752,000 0.12%
103 WALGREENS BOOTS ALLIANCE INC 8,736 723,000 0.12%
104 VANGUARD INDEX FDS 6,553 692,000 0.11%
105 MCDONALDS CORP 5,639 686,000 0.11%
106 EXPEDITORS INTL WASH INC 12,764 676,000 0.11%
107 MARSH & MCLENNAN COS INC 9,863 667,000 0.11%
108 MERCK & CO INC 10,921 643,000 0.10%
109 DANAHER CORP DEL 8,204 639,000 0.10%
110 LINCOLN NATL CORP IND 9,563 634,000 0.10%
111 QUALCOMM INC 9,543 622,000 0.10%
112 STARBUCKS CORP 9,689 538,000 0.09%
113 VANGUARD BD INDEX FDS 6,420 519,000 0.08%
114 DOW CHEM CO 8,958 513,000 0.08%
115 FISERV INC 4,800 510,000 0.08%
116 SPDR INDEX SHS FDS 17,576 510,000 0.08%
117 ETFS PHYSICAL PRECIOUS METAL BASKET SHARES 8,775 505,000 0.08%
118 AMERICAN EXPRESS CO 6,256 463,000 0.08%
119 ISHARES 12,639 437,000 0.07%
120 UNION PAC CORP 4,103 425,000 0.07%
121 ISHARES TR 12,000 418,000 0.07%
122 ISHARES TR 3,730 407,000 0.07%
123 EMERSON ELEC CO 7,309 407,000 0.07%
124 NIKE INC 7,989 406,000 0.07%
125 DISNEY WALT CO 3,847 401,000 0.07%
126 SPDR SERIES TRUST 9,490 398,000 0.06%
127 VANGUARD INDEX FDS 2,884 349,000 0.06%
128 VANECK VECTORS ETF TR 15,000 348,000 0.06%
129 STRYKER CORP 2,875 344,000 0.06%
130 AT&T INC 7,579 322,000 0.05%
131 COLGATE PALMOLIVE CO 4,800 314,000 0.05%
132 ISHARES TR 5,971 303,000 0.05%
133 VANGUARD SCOTTSDALE FDS 3,512 301,000 0.05%
134 ROYAL DUTCH SHELL PLC 5,417 295,000 0.05%
135 VANGUARD ADMIRAL FDS INC 2,508 279,000 0.05%
136 SPDR S&P MIDCAP 400 ETF TR 902 272,000 0.04%
137 VANGUARD INDEX FDS 2,243 259,000 0.04%
138 CHUBB LIMITED 1,891 250,000 0.04%
139 VANECK VECTORS ETF TR 14,395 248,000 0.04%
140 ROCKWELL AUTOMATION INC 1,783 240,000 0.04%
141 COCA COLA CO 5,647 234,000 0.04%
142 SQUARE INC 17,000 232,000 0.04%
143 VANGUARD CHARLOTTE FDS 4,052 220,000 0.04%
144 COSTCO WHSL CORP NEW 1,369 219,000 0.04%
145 FIRST TR EXCHANGE TRADED FD 4,506 217,000 0.04%
Page 3 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566494-17-000001, filed 2017.02.14).

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.