0001566494-14-000003.txt : 20140513 0001566494-14-000003.hdr.sgml : 20140513 20140513123017 ACCESSION NUMBER: 0001566494-14-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140513 DATE AS OF CHANGE: 20140513 EFFECTIVENESS DATE: 20140513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Braver Wealth Management, LLC CENTRAL INDEX KEY: 0001566494 IRS NUMBER: 262534045 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15150 FILM NUMBER: 14836245 BUSINESS ADDRESS: STREET 1: 117 KENDRICK STREET STREET 2: SUITE 800 CITY: NEEDHAM STATE: MA ZIP: 02494 BUSINESS PHONE: 617-969-0223 MAIL ADDRESS: STREET 1: 117 KENDRICK STREET STREET 2: SUITE 800 CITY: NEEDHAM STATE: MA ZIP: 02494 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001566494 XXXXXXXX 03-31-2014 03-31-2014 Braver Wealth Management, LLC

117 KENDRICK STREET SUITE 800 NEEDHAM MA 02494

13F HOLDINGS REPORT 028-15150 N David J. D'Amico 617-969-0223 David J. D'Amico Needham MA 05-13-2014 0 76 348786 false INFORMATION TABLE 2 braver13f1q2014.xml ISHARES CHINA LG-CAP ETF COM 464287184 202 5652 SH SOLE 0 0 5652 AT&T INC COM COM 00206R102 209 5960 SH SOLE 0 0 5960 DOW CHEM CO COM COM 260543103 219 4500 SH SOLE 0 0 4500 PHILLIPS 66 COM COM 718546104 220 2860 SH SOLE 0 0 2860 ISHARES S&P GSCI COMMODITY I UNIT BEN INT COM 46428R107 283 8570 SH SOLE 0 0 8570 ISHARES TIPS BD ETF COM 464287176 302 2694 SH SOLE 0 0 2694 ISHARES GOLD TRUST ISHARES COM 464285105 315 25309 SH SOLE 0 0 25309 MARKET VECTORS ETF TR GOLD MINER ETF COM 57060U100 320 13558 SH SOLE 0 0 13558 ISHARES GLOBAL ENERG ETF COM 464287341 328 7500 SH SOLE 0 0 7500 SELECT SECTOR SPDR TR SBI INT-UTILS COM 81369Y886 330 7961 SH SOLE 0 0 7961 SPDR SERIES TRUST BARC SHT TR CP COM 78464A474 347 11271 SH SOLE 0 0 11271 EXXON MOBIL CORP COM COM 30231G102 392 4012 SH SOLE 0 0 4012 VANGUARD INDEX FDS TOTAL STK MKT COM 922908769 414 4247 SH SOLE 0 0 4247 REGENERON PHARMACEUTICALS COM COM 75886F107 420 1400 SH SOLE 0 0 1400 SPDR SERIES TRUST S&P REGL BKG COM 78464A698 477 11533 SH SOLE 0 0 11533 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF COM 921943858 178 11586 SH SOLE 0 0 11586 SPDR GOLD TRUST GOLD SHS COM 78463V107 658 5326 SH SOLE 0 0 5326 DU PONT E I DE NEMOURS & CO COM COM 263534109 708 10564 SH SOLE 0 0 10564 SPDR SERIES TRUST S&P DIVID ETF COM 78464A763 739 10047 SH SOLE 0 0 10047 LORILLARD INC COM COM 544147101 826 15270 SH SOLE 0 0 15270 ABBOTT LABS COM COM 2824100 872 22632 SH SOLE 0 0 22632 ENERGIZER HLDGS INC COM COM 29266R108 879 8725 SH SOLE 0 0 8725 JOHNSON & JOHNSON COM COM 478160104 929 9460 SH SOLE 0 0 9460 CHEVRON CORP NEW COM COM 166764100 934 7851 SH SOLE 0 0 7851 SPDR SERIES TRUST BRC HGH YLD BD COM 78464A417 953 23065 SH SOLE 0 0 23065 VANGUARD BD INDEX FD INC TOTAL BND MRKT COM 921937835 1009 12425 SH SOLE 0 0 12425 TARGET CORP COM COM 87612E106 1048 17319 SH SOLE 0 0 17319 ISHARES IBOXX HI YD ETF COM 464288513 1119 11853 SH SOLE 0 0 11853 CONOCOPHILLIPS COM COM 20825C104 1174 16681 SH SOLE 0 0 16681 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF COM 922042858 1258 31000 SH SOLE 0 0 31000 COACH INC COM COM 189754104 1308 26332 SH SOLE 0 0 26332 WHIRLPOOL CORP COM COM 963320106 1353 9055 SH SOLE 0 0 9055 TOTAL S A SPONSORED ADR ADR 89151E109 1387 21136 SH SOLE 0 0 21136 FIFTH THIRD BANCORP COM COM 316773100 1439 62703 SH SOLE 0 0 62703 PFIZER INC COM COM 717081103 1482 46124 SH SOLE 0 0 46124 DEERE & CO COM COM 244199105 1496 16475 SH SOLE 0 0 16475 TEVA PHARMACEUTICAL INDS LTD ADR ADR 881624209 1504 28462 SH SOLE 0 0 28462 AMGEN INC COM COM 31162100 1504 12197 SH SOLE 0 0 12197 US BANCORP DEL COM NEW COM 902973304 1536 35847 SH SOLE 0 0 35847 CISCO SYS INC COM COM 17275R102 1540 68716 SH SOLE 0 0 68716 GENERAL ELECTRIC CO COM COM 369604103 1556 60087 SH SOLE 0 0 60087 BB&T CORP COM COM 54937107 1576 39234 SH SOLE 0 0 39234 WELLS FARGO & CO NEW COM COM 949746101 1577 31700 SH SOLE 0 0 31700 SELECT SECTOR SPDR TR SBI INT-ENERGY COM 81369Y506 1588 17832 SH SOLE 0 0 17832 CATERPILLAR INC DEL COM COM 149123101 1596 16065 SH SOLE 0 0 16065 ABBVIE INC COM COM 00287Y109 1628 31683 SH SOLE 0 0 31683 ISHARES U.S. TECH ETF COM 464287721 1976 21699 SH SOLE 0 0 21699 SPDR INDEX SHS FDS S&P WRLD EX US COM 78463X889 1828 62211 SH SOLE 0 0 62211 FOOT LOCKER INC COM COM 344849104 1861 39613 SH SOLE 0 0 39613 ISHARES RUS MID-CAP ETF COM 464287499 2016 13037 SH SOLE 0 0 13037 MICROSOFT CORP COM COM 594918104 2134 52055 SH SOLE 0 0 52055 ISHARES RUSSELL 2000 ETF COM 464287655 2294 19715 SH SOLE 0 0 19715 INTEL CORP COM COM 458140100 3934 92727 SH SOLE 0 0 92727 SPDR SERIES TRUST DJ REIT ETF COM 78464A607 2681 34357 SH SOLE 0 0 34357 APPLE INC COM COM 37833100 3028 5641 SH SOLE 0 0 5641 WISDOMTREE TR EMERG MKTS ETF COM 97717W315 3495 71224 SH SOLE 0 0 71224 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF COM 922042874 4624 78443 SH SOLE 0 0 78443 SPDR SERIES TRUST BRCLYS INTL ETF COM 78464A516 4850 81673 SH SOLE 0 0 81673 ISHARES EAFE SML CP ETF COM 464288273 5247 100512 SH SOLE 0 0 100512 ISHARES IBOXX INV CP ETF COM 464287242 5322 45510 SH SOLE 0 0 45510 ISHARES MSCI EMG MKT ETF COM 464287234 5324 129810 SH SOLE 0 0 129810 ISHARES CORE S&P SCP ETF COM 464287804 7797 70788 SH SOLE 0 0 70788 SELECT SECTOR SPDR TR SBI HEALTHCARE COM 81369Y209 8641 147728 SH SOLE 0 0 147728 ISHARES RUS 1000 VAL ETF COM 464287598 15078 156251 SH SOLE 40759 0 115492 ISHARES 20+ YR TR BD ETF COM 464287432 11692 107165 SH SOLE 0 0 107165 ISHARES RUS 2000 VAL ETF COM 464287630 16482 163443 SH SOLE 40740 0 122703 ISHARES CORE S&P MCP ETF COM 464287507 12219 88886 SH SOLE 0 0 88886 ISHARES MSCI EAFE ETF COM 464287465 16396 243985 SH SOLE 0 0 243985 ISHARES CORE S&P500 ETF COM 464287200 66206 351896 SH SOLE 0 0 351896 ISHARES CORE TOTUSBD ETF COM 464287226 35157 325802 SH SOLE 0 0 325802 SPDR S&P 500 ETF TR COM 78462F103 33372 178451 SH SOLE 21369 0 157082 POWERSHARES ETF TRUST II SENIOR LN PORT COM 73936Q769 9971 396114 SH SOLE 0 0 396114 ISHARES NASDAQ BIOTECH COM 464287556 384 1624 SH SOLE 0 0 1624 ISHARES US DJ PHARMA INDEX COM 464288836 6428 50738 SH SOLE 0 0 50738 POWERSHARESQQQ TRUST UNIT SER 1 COM 73935A104 7399 84398 SH SOLE 45800 0 38598 SELECT SECTOR SPDR TR SBI INT-FINL COM 81369Y605 8818 126573 SH SOLE 95754 0 30819