Top 50 Brightworth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | iShares Core MSCI Total Intl Stk ETF | 17.79% | 3.26M | $166K | new | โ | 2022-09-30 | |
| IVV | iShares S&P 500 | 15.96% | 415.5K | $149K | new | โ | 2022-09-30 | |
| VTEB | Vanguard Muni Bnd Tax | 7.03% | 1.36M | $66K | new | โ | 2022-09-30 | |
| XLK | Technology Select Sector SPDR | 6.61% | 519.2K | $62K | new | โ | 2022-09-30 | |
| BND | Vanguard Total Bond Market Index ETF | 3.41% | 446.0K | $32K | new | โ | 2022-09-30 | |
| AAPL | Apple Computer Inc | 2.78% | 187.7K | $26K | new | โ | 2022-09-30 | |
| COST | Costco Whsl Corp New | 1.68% | 33.2K | $16K | new | โ | 2022-09-30 | |
| DE | Deere & Co | 1.64% | 45.8K | $15K | new | โ | 2022-09-30 | |
| GOOGL | Google Inc Class A | 1.63% | 158.7K | $15K | new | โ | 2022-09-30 | |
| HD | Home Depot Inc | 1.5% | 50.7K | $14K | new | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Brightworth reports $933.42K in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are IXUS (17.8%), IVV (16.0%) and VTEB (7.0%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Brightworthโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1656666). View Brightworthโs 13F filings on SEC