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Braun-Bostich & Associates Inc.

Portfolio Manager
Braun-Bostich & Associates Inc.
Performance
-2.95% (2026 Q1)
AUM (13F)
$159.63M
# of Holdings
126
Performance Rank
Allocation (Top 20)
59.09%

Braun-Bostich & Associates Inc. Holdings Map

Top 50 Braun-Bostich & Associates Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TLT
ISHARES TR
5.85%107.7K$9.3M
+4.23%(+4.38K)
2025-Q1: 82.4K shares2025-Q2: 104.4K shares2025-Q3: 109.9K shares2025-Q4: 103.3K shares2026-Q1: 107.7K shares
$93.96(-9.08%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
4.28%117.5K$6.8M
-16.10%(-22.55K)
2025-Q1: 125.1K shares2025-Q2: 125.0K shares2025-Q3: 139.9K shares2025-Q4: 140.0K shares2026-Q1: 117.5K shares
$45.34(+42.34%)
2026-03-31
SPYV
SPDR SERIES TRUST
4.12%116.3K$6.6M
-13.96%(-18.88K)
2025-Q1: 81.6K shares2025-Q2: 94.6K shares2025-Q3: 101.1K shares2025-Q4: 135.2K shares2026-Q1: 116.3K shares
$50.70(+18.29%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
3.97%132.0K$6.3M
+24.96%(+26.36K)
2025-Q1: 91.0K shares2025-Q2: 99.1K shares2025-Q3: 102.7K shares2025-Q4: 105.6K shares2026-Q1: 132.0K shares
$49.60(-3.46%)
2026-03-31
CORO
BLACKROCK ETF TRUST
3.91%193.9K$6.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 193.9K shares
$31.61(+10.62%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.84%62.6K$6.1M
+5.64%(+3.34K)
2025-Q1: 68.3K shares2025-Q2: 61.5K shares2025-Q3: 59.9K shares2025-Q4: 59.3K shares2026-Q1: 62.6K shares
$75.83(+50.01%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.69%9.9K$5.9M
+56.21%(+3.55K)
2025-Q1: 15.3K shares2025-Q2: 9.2K shares2025-Q3: 6.9K shares2025-Q4: 6.3K shares2026-Q1: 9.9K shares
$449.39(+48.04%)
2026-03-31
QUAL
ISHARES TR
3.13%26.1K$5.0M
-0.26%(-69)
2025-Q1: 37.6K shares2025-Q2: 38.6K shares2025-Q3: 37.8K shares2025-Q4: 26.1K shares2026-Q1: 26.1K shares
$163.50(+26.91%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
2.93%78.4K$4.7M
+256.37%(+56.42K)
2025-Q1: 21.1K shares2025-Q2: 20.8K shares2025-Q3: 21.7K shares2025-Q4: 22.0K shares2026-Q1: 78.4K shares
$59.91(-1.46%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.91%56.2K$4.6M
-1.36%(-772)
2025-Q1: 53.6K shares2025-Q2: 54.0K shares2025-Q3: 55.8K shares2025-Q4: 56.9K shares2026-Q1: 56.2K shares
$81.77(+0.90%)
2026-03-31

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