Bryant Woods Investment Advisors

Bryant Woods Investment Advisors as of March 31, 2024

Portfolio Holdings for Bryant Woods Investment Advisors

Bryant Woods Investment Advisors holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 31.5 $53M 102k 525.75
Ishares Tr Core S&p Mcp Etf (IJH) 13.4 $23M 375k 60.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.4 $16M 33k 480.73
Apple (AAPL) 6.8 $12M 67k 171.48
Ishares Tr Core S&p Scp Etf (IJR) 6.6 $11M 101k 110.53
Ishares Core Msci Emkt (IEMG) 5.1 $8.6M 167k 51.60
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 4.5 $7.6M 74k 103.01
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 3.1 $5.3M 53k 101.50
Dimensional Etf Trust World Equity Etf (DFAW) 3.1 $5.3M 89k 59.13
Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.3M 31k 74.22
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $2.1M 11k 187.33
Digimarc Corporation (DMRC) 1.2 $2.1M 75k 27.18
Amazon (AMZN) 1.1 $1.9M 10k 180.38
NVIDIA Corporation (NVDA) 1.0 $1.8M 2.0k 903.78
Ishares Msci Gbl Min Vol (ACWV) 0.8 $1.4M 14k 105.27
Linde SHS (LIN) 0.8 $1.3M 2.8k 464.49
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.3M 2.00 634440.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 3.0k 420.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $859k 14k 60.30
L3harris Technologies (LHX) 0.5 $852k 4.0k 213.10
Union Pacific Corporation (UNP) 0.5 $796k 3.2k 245.96
Fidelity Covington Trust Momentum Factr (FDMO) 0.5 $783k 13k 60.36
Microsoft Corporation (MSFT) 0.4 $741k 1.8k 420.99
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $738k 8.8k 83.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $690k 1.3k 523.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $644k 21k 30.22
White Mountains Insurance Gp (WTM) 0.4 $610k 340.00 1794.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $537k 6.2k 86.47
M&T Bank Corporation (MTB) 0.3 $504k 3.5k 145.40
Moog Cl A (MOG.A) 0.3 $487k 3.0k 159.65
Vanguard Index Fds Value Etf (VTV) 0.2 $412k 2.5k 162.86
PPG Industries (PPG) 0.2 $348k 2.4k 144.90
Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $334k 5.9k 56.18
Johnson & Johnson (JNJ) 0.2 $320k 2.0k 158.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $304k 685.00 444.10
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $295k 1.7k 175.27
Extra Space Storage (EXR) 0.2 $285k 1.9k 147.00
Abbvie (ABBV) 0.2 $273k 1.5k 182.11
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $258k 4.1k 63.34
Ishares Msci Emerg Mrkt (EEMV) 0.1 $253k 4.5k 56.60
Nucor Corporation (NUE) 0.1 $228k 1.2k 197.93
Marathon Petroleum Corp (MPC) 0.1 $221k 1.1k 201.58
Schlumberger Com Stk (SLB) 0.1 $219k 4.0k 54.81
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $206k 3.3k 62.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $205k 1.4k 150.93
Obsidian Energy (OBE) 0.0 $83k 10k 8.22