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Atlas Brown,Inc.

Q4 2023 Holdings

Filed 2024-01-18 | 189 holdings | $241.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$14.5M75,2526.0%
Nvidia Corporation COM(NVDA)Stock67066G104$9.2M18,6343.8%
Microsoft Corp COM(MSFT)Stock594918104$8.5M22,6953.5%
Vanguard Total Stock Market ETF(VTI)ETF922908769$7.5M31,7703.1%
Johnson & Johnson COM(JNJ)Stock478160104$5.0M32,1512.1%
Procter and Gamble Co COM(PG)Stock742718109$5.0M34,2642.1%
Abbvie Inc COM(ABBV)Stock00287Y109$4.7M30,0211.9%
JPMorgan Chase & Co COM(JPM)Stock46625H100$4.5M26,5721.9%
Exxon Mobil Corp COM(XOM)Stock30231G102$4.3M43,0851.8%
Amazon COM Inc COM(AMZN)Stock023135106$4.0M26,1271.6%
Pepsico Inc COM(PEP)Stock713448108$3.9M23,1631.6%
Chevron Corp New COM(CVX)Stock166764100$3.8M25,7051.6%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$3.8M8,0031.6%
Humana Inc COM(HUM)Stock444859102$3.8M8,2811.6%
Home Depot Inc COM(HD)Stock437076102$3.8M10,8951.6%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$3.5M33,3221.4%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$3.4M45,0161.4%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$3.2M10,6911.3%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$3.2M20,7901.3%
Vanguard Value ETF(VTV)ETF922908744$3.1M20,4181.3%
Costco Whsl Corp New COM(COST)Stock22160K105$2.7M4,0631.1%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$2.7M10,5701.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$2.6M18,5911.1%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.6M5,3961.1%
TJX COS Inc New COM(TJX)Stock872540109$2.5M26,9201.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2.4M20,7551.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2.4M6,6711.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$2.4M24,6911.0%
Caterpillar Inc COM(CAT)Stock149123101$2.2M7,5290.9%
Abbott Labs COM(ABT)Stock002824100$2.2M19,8110.9%
Intel Corp COM(INTC)Stock458140100$2.2M42,9120.9%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.1M27,8690.9%
Brown Forman Corp CL B(BF/B)Stock115637209$2.1M36,6260.9%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$2.0M12,3020.8%
Meta Platforms Inc CL A(META)Stock30303M102$2.0M5,6190.8%
Automatic Data Processing Inc COM(ADP)Stock053015103$2.0M8,5060.8%
Pfizer Inc COM(PFE)Stock717081103$1.9M66,9460.8%
Disney Walt Co COM(DIS)Stock254687106$1.8M19,5810.7%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$1.7M11,9580.7%
Mcdonalds Corp COM(MCD)Stock580135101$1.7M5,8360.7%
Merck & Co Inc COM(MRK)Stock58933Y105$1.7M15,5000.7%
Salesforce Inc COM(CRM)Stock79466L302$1.7M6,3890.7%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$1.7M41,2910.7%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$1.6M20,7570.7%
BP PLC Sponsored ADR(BP)ADR055622104$1.6M44,6320.7%
Bank America Corp COM(BAC)Stock060505104$1.6M46,6850.7%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$1.5M10,7700.6%
Fidelity Msci Health Care Index ETF(FHLC)ETF316092600$1.5M22,7350.6%
Fidelity Msci Information Technology Index ETF(FTEC)ETF316092808$1.4M9,9350.6%
Coca Cola Co COM(KO)Stock191216100$1.4M23,9600.6%
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