StockDrifts LogoStockDrifts

Brand Asset Management Group, Inc.

Portfolio Manager
Brand Asset Management Group, Inc.
Performance
-0.43% (2026 Q1)
AUM (13F)
$384.55M
# of Holdings
193
Performance Rank
Allocation (Top 20)
65.56%

Brand Asset Management Group, Inc. Holdings Map

Top 50 Brand Asset Management Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEMG
ISHARES INC
9.21%507.8K$35.4M
-0.91%(-4.64K)
2025-Q1: 508.9K shares2025-Q2: 522.5K shares2025-Q3: 516.0K shares2025-Q4: 512.4K shares2026-Q1: 507.8K shares
$54.41(+46.74%)
2026-03-31
IJH
ISHARES TR
8.16%464.7K$31.4M
+2.56%(+11.59K)
2025-Q1: 412.0K shares2025-Q2: 416.2K shares2025-Q3: 427.7K shares2025-Q4: 453.1K shares2026-Q1: 464.7K shares
$47.14(+61.41%)
2026-03-31
VO
VANGUARD INDEX FDS
4.04%54.1K$15.5M
+0.33%(+177)
2025-Q1: 47.1K shares2025-Q2: 54.2K shares2025-Q3: 53.4K shares2025-Q4: 53.9K shares2026-Q1: 54.1K shares
$47.17(+70.69%)
2026-03-31
VONG
VANGUARD SCOTTSDALE FDS
3.92%137.6K$15.1M
+8.56%(+10.85K)
2025-Q1: 128.0K shares2025-Q2: 134.2K shares2025-Q3: 129.0K shares2025-Q4: 126.7K shares2026-Q1: 137.6K shares
$56.37(+121.28%)
2026-03-31
DFIS
DIMENSIONAL ETF TRUST
3.89%444.2K$15.0M
+5.22%(+22.03K)
2025-Q1: 180.3K shares2025-Q2: 354.2K shares2025-Q3: 398.0K shares2025-Q4: 422.1K shares2026-Q1: 444.2K shares
$28.21(+25.90%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
3.69%574.1K$14.2M
+2.81%(+15.72K)
2025-Q1: 544.9K shares2025-Q2: 523.7K shares2025-Q3: 587.9K shares2025-Q4: 558.4K shares2026-Q1: 574.1K shares
$17.19(+59.77%)
2026-03-31
IWF
ISHARES TR
3.28%29.6K$12.6M
+0.75%(+220)
2025-Q1: 31.2K shares2025-Q2: 30.3K shares2025-Q3: 29.8K shares2025-Q4: 29.3K shares2026-Q1: 29.6K shares
$23.21(+421.95%)
2026-03-31
VONV
VANGUARD SCOTTSDALE FDS
3.21%131.6K$12.3M
+15.15%(+17.32K)
2025-Q1: 102.8K shares2025-Q2: 108.1K shares2025-Q3: 112.0K shares2025-Q4: 114.3K shares2026-Q1: 131.6K shares
$68.61(+57.75%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
3.06%379.6K$11.8M
-0.24%(-926)
2025-Q1: 281.3K shares2025-Q2: 275.2K shares2025-Q3: 380.8K shares2025-Q4: 380.6K shares2026-Q1: 379.6K shares
$23.63(+52.24%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
2.94%440.5K$11.3M
-1.12%(-4.99K)
2025-Q1: 342.4K shares2025-Q2: 382.3K shares2025-Q3: 478.5K shares2025-Q4: 445.5K shares2026-Q1: 440.5K shares
$17.08(+72.08%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Brand Asset Management Group, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all