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Institutional Investment Manager
BRIGHTWORTH
BRIGHTWORTH (CIK: 0001656666). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 9 holdings with a total value of $130,801,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 405,100 83,714,000 64.00%
2 ISHARES TR 456,005 45,500,000 34.79%
3 ISHARES TR 2,994 296,000 0.23%
4 BERKSHIRE HATHAWAY INC DEL 1,635 232,000 0.18%
5 ISHARES TR 1,985 226,000 0.17%
6 JOHNSON & JOHNSON 2,003 217,000 0.17%
7 TJX COS INC NEW 2,664 209,000 0.16%
8 ALPHABET INC 276 206,000 0.16%
9 MARKEL CORP 225 201,000 0.15%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003536, filed 2016.04.27).

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.