13F Holdings Screener
Showing 83251 -
83300 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001747799 | Brio Consultants, LLC | FLEXSHARES TR | 33939L407 | 6,413,536.00 | 165,255.00 | 38.81 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | FLEXSHARES TR | 33939L795 | 2,076,028.00 | 36,017.00 | 57.64 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | GOLDMAN SACHS ETF TR | 381430107 | 33,115,714.00 | 928,912.00 | 35.65 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | GOLDMAN SACHS ETF TR | 381430230 | 2,803,661.00 | 55,474.00 | 50.54 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 15,315,949.00 | 452,332.00 | 33.86 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | HOME DEPOT INC | 437076102 | HD | 200,718.00 | 548.00 | 366.27 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | INTERNATIONAL BUSINESS MACHS | 459200101 | IBM | 211,280.00 | 850.00 | 248.56 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | INVESCO ACTIVELY MANAGED EXC | 46090A804 | 45,726,682.00 | 974,359.00 | 46.93 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | INVESCO EXCH TRADED FD TR II | 46138E297 | 4,672,976.00 | 192,443.00 | 24.28 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | INVESCO QQQ TR | 46090E103 | QQQ | 479,531.00 | 1,023.00 | 468.75 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | ISHARES INC | 464286533 | 11,327,979.00 | 194,172.00 | 58.34 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287671 | 11,962,058.00 | 94,130.00 | 127.08 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287804 | IJR | 1,105,467.00 | 10,572.00 | 104.57 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435G516 | 2,539,975.00 | 31,093.00 | 81.69 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288323 | NYF | 338,171.00 | 6,423.00 | 52.65 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435G243 | SUSB | 2,883,500.00 | 115,386.00 | 24.99 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435U549 | 3,638,861.00 | 76,640.00 | 47.48 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435G268 | 11,991,686.00 | 191,744.00 | 62.54 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435G532 | 480,209.00 | 6,634.00 | 72.39 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288158 | 6,636,098.00 | 62,842.00 | 105.60 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288414 | MUB | 4,814,250.00 | 45,659.00 | 105.44 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288356 | 19,075,760.00 | 338,944.00 | 56.28 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46434V621 | 2,002,874.00 | 32,419.00 | 61.78 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464289867 | 597,827.00 | 10,384.00 | 57.57 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435G672 | 14,772,199.00 | 295,503.00 | 49.99 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287598 | 302,966.00 | 1,610.00 | 188.18 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435U440 | 856,033.00 | 18,075.00 | 47.36 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288570 | 5,685,400.00 | 55,516.00 | 102.41 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287309 | 538,540.00 | 5,801.00 | 92.84 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46432F842 | 5,898,463.00 | 77,970.00 | 75.65 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287465 | 5,789,309.00 | 70,835.00 | 81.73 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287614 | 1,497,837.00 | 4,148.00 | 361.10 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46434V274 | 6,658,654.00 | 215,910.00 | 30.84 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46432F859 | 6,339,220.00 | 131,111.00 | 48.35 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288372 | 1,279,390.00 | 23,402.00 | 54.67 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 46435U713 | 8,193,112.00 | 181,786.00 | 45.07 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464288802 | 445,563.00 | 3,879.00 | 114.87 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | ISHARES TR | 464287200 | IVV | 504,793.00 | 898.00 | 562.13 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 6,056,350.00 | 121,127.00 | 50.00 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 479,091.00 | 8,484.00 | 56.47 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 496,884.00 | 10,563.00 | 47.04 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | LAM RESEARCH CORP | 512807306 | 205,378.00 | 2,825.00 | 72.70 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | LLOYDS BANKING GROUP PLC | 539439109 | 77,936.00 | 20,402.00 | 3.82 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | MARQETA INC | 57142B104 | MQ | 70,650.00 | 17,148.00 | 4.12 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | MASTERCARD INCORPORATED | 57636Q104 | MA | 232,951.00 | 425.00 | 548.12 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | MATSON INC | 57686G105 | MATX | 237,115.00 | 1,850.00 | 128.17 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | META PLATFORMS INC | 30303M102 | META | 488,753.00 | 848.00 | 576.36 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | MICROSOFT CORP | 594918104 | MSFT | 1,289,388.00 | 3,435.00 | 375.37 | 2025-03-31 | 2025-07-07 |
| 0001747799 | Brio Consultants, LLC | MIZUHO FINANCIAL GROUP INC | 60687Y109 | 66,114.00 | 11,999.00 | 5.51 | 2025-03-31 | 2025-07-07 | |
| 0001747799 | Brio Consultants, LLC | NUSHARES ETF TR | 67092P805 | 2,324,564.00 | 72,985.00 | 31.85 | 2025-03-31 | 2025-07-07 |