0001566494-14-000005.txt : 20141112 0001566494-14-000005.hdr.sgml : 20141111 20141112155752 ACCESSION NUMBER: 0001566494-14-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141112 DATE AS OF CHANGE: 20141112 EFFECTIVENESS DATE: 20141112 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: 141213845 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 09-30-2014 09-30-2014 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 11-12-2014 0 75 332199 false INFORMATION TABLE 2 braver13f3q2014.xml GOOGLE INC CL A COM 38259P508 1380 2345 SH SOLE 0 0 2345 ISHARES TR TIPS BD ETF COM 464287176 272 2426 SH SOLE 0 0 2426 PHILLIPS 66 COM COM 718546104 213 2617 SH SOLE 0 0 2617 VANGUARD INDEX FDS TOTAL STK MKT COM 922908769 316 3124 SH SOLE 0 0 3124 EXXON MOBIL CORP COM COM 30231G102 339 3604 SH SOLE 0 0 3604 DOW CHEM CO COM COM 260543103 236 4500 SH SOLE 0 0 4500 SPDR GOLD TRUST GOLD SHS COM 78463V107 283 5015 SH SOLE 0 0 5015 ISHARES TR CHINA LG-CAP ETF COM 464287184 216 5652 SH SOLE 0 0 5652 ABBOTT LABS COM COM 2824100 237 5700 SH SOLE 0 0 5700 AT&T INC COM COM 00206R102 210 5960 SH SOLE 0 0 5960 ISHARES TR RUSSELL 2000 ETF COM 464287655 731 6686 SH SOLE 0 0 6686 ISHARES TR GLOBAL ENERG ETF COM 464287341 329 7500 SH SOLE 0 0 7500 CHEVRON CORP NEW COM COM 166764100 977 8190 SH SOLE 0 0 8190 ENERGIZER HLDGS INC COM COM 29266R108 1052 8541 SH SOLE 0 0 8541 ISHARES S&P GSCI COMMODITY I UNIT BEN INT COM 46428R107 254 8570 SH SOLE 0 0 8570 WHIRLPOOL CORP COM COM 963320106 1327 9109 SH SOLE 0 0 9109 SPDR SERIES TRUST S&P DIVID ETF COM 78464A763 754 10063 SH SOLE 0 0 10063 VANGUARD BD INDEX FD INC TOTAL BND MRKT COM 921937835 835 10187 SH SOLE 0 0 10187 DU PONT E I DE NEMOURS & CO COM COM 263534109 768 10706 SH SOLE 0 0 10706 CVS HEALTH CORP COM COM 126650100 877 11013 SH SOLE 0 0 11013 SPDR SERIES TRUST S&P REGL BKG COM 78464A698 438 11559 SH SOLE 0 0 11559 SELECT SECTOR SPDR TR SBI INT-ENERGY COM 81369Y506 1056 11650 SH SOLE 0 0 11650 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF COM 921943858 474 11912 SH SOLE 0 0 11912 ISHARES TR RUS MID-CAP ETF COM 464287499 2098 13252 SH SOLE 0 0 13252 MARKET VECTORS ETF TR GOLD MINER ETF COM 57060U100 290 13558 SH SOLE 0 0 13558 ISHARES IBOXX HI YD ETF COM 464288513 1271 13820 SH SOLE 0 0 13820 UNITED TECHNOLOGIES CORP COM COM 913017109 1594 15100 SH SOLE 0 0 15100 AMGEN INC COM COM 31162100 2152 15320 SH SOLE 0 0 15320 CATERPILLAR INC DEL COM COM 149123101 1574 15890 SH SOLE 0 0 15890 CONOCOPHILLIPS COM COM 20825C104 1281 16741 SH SOLE 0 0 16741 FOOT LOCKER INC COM COM 344849104 1075 19320 SH SOLE 0 0 19320 QUALCOMM INC COM COM 747525103 1491 19940 SH SOLE 0 0 19940 ISHARES TR NASDQ BIOTEC ETF COM 464287556 5848 21372 SH SOLE 0 0 21372 MEDTRONIC INC COM COM 585055106 1403 22645 SH SOLE 0 0 22645 ISHARES GOLD TRUST ISHARES COM 464285105 283 24191 SH SOLE 0 0 24191 LORILLARD INC COM COM 544147101 1510 25198 SH SOLE 0 0 25198 TEVA PHARMACEUTICAL INDS LTD ADR ADR 881624209 1510 28086 SH SOLE 0 0 28086 SELECT SECTOR SPDR TR TECHNOLOGY COM 81369Y803 1177 29502 SH SOLE 0 0 29502 BARCLAYS BK PLC DJUBS CMDT ETN36 COM 06738C778 1022 29736 SH SOLE 0 0 29736 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF COM 922042858 1254 30061 SH SOLE 0 0 30061 WELLS FARGO & CO NEW COM COM 949746101 1630 31418 SH SOLE 0 0 31418 ISHARES TR RUS 2000 VAL ETF COM 464287630 2984 31891 SH SOLE 0 0 31891 SELECT SECTOR SPDR TR SBI INT-UTILS COM 81369Y886 1366 32449 SH SOLE 0 0 32449 XILINX INC COM COM 983919101 1380 32591 SH SOLE 0 0 32591 SPDR SERIES TRUST DJ REIT ETF COM 78464A607 2711 33976 SH SOLE 0 0 33976 US BANCORP DEL COM NEW COM 902973304 1512 36137 SH SOLE 0 0 36137 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD COM 92206C409 3004 37616 SH SOLE 0 0 37616 MICROSOFT CORP COM COM 594918104 1747 37685 SH SOLE 0 0 37685 APPLE INC COM COM 37833100 3993 39632 SH SOLE 0 0 39632 ISHARES TR IBOXX INV CP ETF COM 464287242 5320 44999 SH SOLE 0 0 44999 E M C CORP MASS COM COM 268648102 1374 46975 SH SOLE 0 0 46975 ABBVIE INC COM COM 00287Y109 2734 47328 SH SOLE 0 0 47328 PFIZER INC COM COM 717081103 1402 47421 SH SOLE 0 0 47421 INTEL CORP COM COM 458140100 1814 52089 SH SOLE 0 0 52089 CISCO SYS INC COM COM 17275R102 1486 59029 SH SOLE 0 0 59029 GENERAL ELECTRIC CO COM COM 369604103 1558 60818 SH SOLE 0 0 60818 SPDR INDEX SHS FDS S&P WRLD EX US COM 78463X889 1800 63457 SH SOLE 0 0 63457 ISHARES TR CORE S&P SCP ETF COM 464287804 7520 72097 SH SOLE 0 0 72097 ISHARES TR U.S. TECH ETF COM 464287721 7822 77631 SH SOLE 0 0 77631 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF COM 922042874 4469 80935 SH SOLE 0 0 80935 WISDOMTREE TR EMERG MKTS ETF COM 97717W315 3878 81173 SH SOLE 0 0 81173 SPDR SERIES TRUST BRCLYS INTL ETF COM 78464A516 4748 82760 SH SOLE 0 0 82760 FIFTH THIRD BANCORP COM COM 316773100 1772 88521 SH SOLE 0 0 88521 ISHARES TR RUS 1000 VAL ETF COM 464287598 13931 139183 SH SOLE 44134 0 95049 ISHARES EAFE SML CP ETF COM 464288273 4621 95272 SH SOLE 0 0 95272 ISHARES TR CORE S&P MCP ETF COM 464287507 13030 95289 SH SOLE 0 0 95289 MARKET VECTORS ETF TR SEMICONDUCTOR COM 57060U233 6281 122944 SH SOLE 0 0 122944 SELECT SECTOR SPDR TR SBI HEALTHCARE COM 81369Y209 7937 124195 SH SOLE 0 0 124195 POWERSHARES QQQ TRUST UNIT SER 1 COM 73935A104 16915 171217 SH SOLE 45430 0 125787 ISHARES TR MSCI EMG MKT ETF COM 464287234 5463 131454 SH SOLE 0 0 131454 SPDR S&P 500 ETF TR TR UNIT COM 78462F103 35045 177874 SH SOLE 22904 0 154970 SELECT SECTOR SPDR TR SBI INT-FINL COM 81369Y605 7540 325408 SH SOLE 111140 0 214268 ISHARES TR MSCI EAFE ETF COM 464287465 16303 254261 SH SOLE 0 0 254261 ISHARES TR CORE US AGGBD ET COM 464287226 32318 296192 SH SOLE 0 0 296192 ISHARES TR CORE S&P500 ETF COM 464287200 64384 324746 SH SOLE 0 0 324746