Institutions / Braun-Bostich & Associates Inc.

Braun-Bostich & Associates Inc.

CIK 1740842 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$162.01M
Positions
125
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETFโ€”$9.00M103,3135.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$8.51M140,0255.3%
SPDR Series Trustโ€”$7.68M135,2054.7%
SPDR Series Trustโ€”$6.33M59,2953.9%
iShares Incโ€”$6.27M93,3213.9%
iShares MSCI UAE ETFโ€”$5.19M26,1353.2%
Vanguard Charlotte Fdsโ€”$5.10M105,6033.1%
iShares Trโ€”$5.09M71,3023.1%
iShares Trโ€”$4.93M14,3673.0%
Vanguard Scottsdale Fdsโ€”$4.77M56,9262.9%
First Tr Exchange Traded Fdโ€”$4.55M65,5522.8%
Vanguard Index Fdsโ€”$3.96M6,3102.4%
First Tr Exchange-Traded Fdโ€”$3.71M74,1412.3%
Microsoft Corpโ€”$3.13M6,4661.9%
BlackRock ETF Trust IIโ€”$3.11M58,9681.9%
BlackRock ETF Trustโ€”$3.07M79,5891.9%
BlackRock ETF Trustโ€”$2.88M86,5441.8%
iShares MSCI UAE ETFโ€”$2.88M11,4971.8%
Nvr Incโ€”$2.81M3851.7%
iShares Trโ€”$2.49M26,1091.5%
iShares Gold Trโ€”$2.41M29,7061.5%
Vanguard Scottsdale Fdsโ€”$2.38M29,7961.5%
Broadcom Inc.โ€”$2.22M6,4031.4%
iShares Trโ€”$2.13M20,9161.3%
Schwab Strategic Trโ€”$2.04M44,8011.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.