Universe · entity
Braun-Bostich & Associates Inc.
Institutional manager (13F) · CIK 1740842
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $135M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $9M | 107,688 |
| 2 | BLACKROCK ETF TRUST | $7M | 117,480 |
| 3 | SPDR SERIES TRUST | $7M | 116,324 |
| 4 | VANGUARD CHARLOTTE FDS | $6M | 131,965 |
| 5 | BLACKROCK ETF TRUST | $6M | 193,891 |
| 6 | SPDR SERIES TRUST | $6M | 62,638 |
| 7 | VANGUARD INDEX FDS | $6M | 9,857 |
| 8 | ISHARES TR | $5M | 26,066 |
| 9 | VANGUARD SCOTTSDALE FDS | $5M | 78,429 |
| 10 | VANGUARD SCOTTSDALE FDS | $5M | 56,154 |
| 11 | FIRST TR EXCHANGE TRADED FD | $5M | 66,421 |
| 12 | ISHARES INC | $4M | 63,861 |
| 13 | FIRST TR EXCHANGE-TRADED FD | $4M | 76,862 |
| 14 | ISHARES TR | $4M | 47,806 |
| 15 | BLACKROCK ETF TRUST | $3M | 93,581 |
| 16 | BLACKROCK ETF TRUST | $3M | 83,886 |
| 17 | ISHARES TR | $3M | 12,203 |
| 18 | GLOBAL X FDS | $2M | 34,821 |
| 19 | ISHARES TR | $2M | 25,839 |
| 20 | NVR INC | $2M | 352 |
| 21 | VANGUARD SCOTTSDALE FDS | $2M | 29,083 |
| 22 | ISHARES TR | $2M | 21,537 |
| 23 | SCHWAB STRATEGIC TR | $2M | 42,045 |
| 24 | ISHARES TR | $2M | 19,644 |
| 25 | MICROSOFT CORP | $2M | 4,921 |
| 26 | SCHWAB STRATEGIC TR | $2M | 67,168 |
| 27 | BROADCOM INC | $2M | 5,769 |
| 28 | BLACKROCK ETF TRUST | $2M | 40,675 |
| 29 | SCHWAB STRATEGIC TR | $2M | 76,413 |
| 30 | APPLE INC | $2M | 6,377 |
| 31 | VANGUARD INTL EQUITY INDEX F | $2M | 29,869 |
| 32 | JOHNSON & JOHNSON | $2M | 6,503 |
| 33 | ISHARES GOLD TR | $2M | 17,813 |
| 34 | EXXON MOBIL CORP | $1M | 8,549 |
| 35 | ISHARES TR | $1M | 37,069 |
| 36 | NVIDIA CORPORATION | $1M | 7,583 |
| 37 | BLACKROCK ETF TRUST II | $1M | 24,388 |
| 38 | AMAZON COM INC | $1M | 5,398 |
| 39 | ALPHABET INC | $1M | 3,495 |
| 40 | WALMART INC | $941k | 7,569 |
| 41 | ISHARES TR | $939k | 23,658 |
| 42 | LAM RESEARCH CORP | $929k | 4,350 |
| 43 | ISHARES TR | $901k | 18,015 |
| 44 | TESLA INC | $889k | 2,391 |
| 45 | VANGUARD SCOTTSDALE FDS | $841k | 8,969 |
| 46 | CATERPILLAR INC | $835k | 1,178 |
| 47 | VANGUARD SCOTTSDALE FDS | $820k | 7,477 |
| 48 | STATE STR SPDR S&P 500 ETF T | $793k | 1,219 |
| 49 | VANGUARD SCOTTSDALE FDS | $769k | 13,139 |
| 50 | META PLATFORMS INC | $734k | 1,283 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.