Brand Asset Management Group, Inc.

Institutional manager (13F) · CIK 1748766

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $316M

#	Issuer	Value	Shares
1	ISHARES INC	$35M	507,751
2	ISHARES TR	$31M	464,659
3	VANGUARD INDEX FDS	$16M	54,114
4	VANGUARD SCOTTSDALE FDS	$15M	137,582
5	DIMENSIONAL ETF TRUST	$15M	444,178
6	SCHWAB STRATEGIC TR	$14M	574,087
7	ISHARES TR	$13M	29,560
8	VANGUARD SCOTTSDALE FDS	$12M	131,630
9	SCHWAB STRATEGIC TR	$12M	379,628
10	SCHWAB STRATEGIC TR	$11M	440,537
11	SCHWAB STRATEGIC TR	$11M	334,074
12	ISHARES TR	$11M	139,741
13	SCHWAB STRATEGIC TR	$10M	340,474
14	SCHWAB STRATEGIC TR	$8M	271,819
15	SCHWAB STRATEGIC TR	$8M	174,448
16	ISHARES TR	$8M	12,217
17	ISHARES TR	$6M	28,477
18	VANGUARD INDEX FDS	$6M	21,213
19	PALANTIR TECHNOLOGIES INC	$5M	34,439
20	SCHWAB STRATEGIC TR	$5M	157,585
21	ISHARES TR	$4M	39,160
22	VANGUARD BD INDEX FDS	$3M	42,382
23	ISHARES TR	$3M	32,557
24	ISHARES TR	$3M	35,698
25	APPLE INC	$3M	11,670
26	VANGUARD INDEX FDS	$3M	6,730
27	VANGUARD WORLD FD	$3M	12,230
28	VANGUARD INTL EQUITY INDEX F	$3M	50,821
29	ISHARES TR	$3M	28,369
30	ISHARES TR	$3M	7,179
31	SCHWAB STRATEGIC TR	$3M	118,780
32	VANGUARD INDEX FDS	$2M	11,308
33	STATE STR SPDR S&P 500 ETF T	$2M	3,355
34	SCHWAB STRATEGIC TR	$2M	83,313
35	SCHWAB STRATEGIC TR	$2M	84,422
36	NVIDIA CORPORATION	$2M	10,304
37	ISHARES TR	$2M	7,191
38	VANGUARD INDEX FDS	$2M	9,326
39	ISHARES TR	$2M	40,022
40	VANGUARD INDEX FDS	$2M	2,696
41	VANGUARD INDEX FDS	$2M	8,068
42	VANGUARD TAX-MANAGED FDS	$2M	24,613
43	SCHWAB STRATEGIC TR	$2M	54,995
44	MICROSOFT CORP	$2M	4,073
45	SCHWAB STRATEGIC TR	$1M	30,491
46	ISHARES TR	$1M	21,528
47	ISHARES TR	$1M	14,959
48	TESLA INC	$1M	3,428
49	SPDR INDEX SHS FDS	$1M	27,674
50	VANGUARD INDEX FDS	$1M	4,877

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.