0001566494-15-000003.txt : 20150514 0001566494-15-000003.hdr.sgml : 20150514 20150514122950 ACCESSION NUMBER: 0001566494-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 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: 15861512 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 03-31-2015 03-31-2015 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 05-14-2015 0 86 487455 false INFORMATION TABLE 2 braver13f1q2015.xml ISHARES TR CORE S&P500 ETF COM 464287200 104424782 502453 SH SOLE 0 0 502453 ISHARES TR CORE S&P MCP ETF COM 464287507 32258872 212257 SH SOLE 0 0 212257 SPDR S&P 500 ETF TR TR UNIT COM 78462F103 31422887 152221 SH SOLE 22620 0 129601 ISHARES TR MSCI EAFE ETF COM 464287465 18840499 293603 SH SOLE 0 0 293603 POWERSHARES ETF TRUST II SENIOR LN PORT COM 73936Q769 18061351 749745 SH SOLE 0 0 749745 PIMCO ETF TR 0-5 HIGH YIELD COM 72201R783 17574736 173133 SH SOLE 0 0 173133 ISHARES TR CORE US AGGBD ET COM 464287226 15719557 141071 SH SOLE 0 0 141071 ISHARES TR CORE S&P SCP ETF COM 464287804 13807763 116985 SH SOLE 0 0 116985 ISHARES TR NASDQ BIOTEC ETF COM 464287556 13504692 39323 SH SOLE 0 0 39323 SELECT SECTOR SPDR TR SBI HEALTHCARE COM 81369Y209 12825695 176906 SH SOLE 0 0 176906 ISHARES U.S. PHARMA ETF COM 464288836 12778796 74114 SH SOLE 0 0 74114 ISHARES TR RUS 2000 GRW ETF COM 464287648 14817231 97771 SH SOLE 31845 0 65926 SPDR SERIES TRUST S&P HOMEBUILD COM 78464A888 9642211 261590 SH SOLE 0 0 261590 ISHARES IBOXX HI YD ETF COM 464288513 7785905 85928 SH SOLE 0 0 85928 ISHARES TR MSCI EMG MKT ETF COM 464287234 6703375 167041 SH SOLE 0 0 167041 SELECT SECTOR SPDR TR SBI CONS STPLS COM 81369Y308 9518942 195300 SH SOLE 61080 0 134220 ISHARES TR U.S. REAL ES ETF COM 464287739 9498929 119755 SH SOLE 38700 0 81055 ISHARES TR IBOXX INV CP ETF COM 464287242 6346597 52145 SH SOLE 0 0 52145 APPLE INC COM COM 37833100 5787370 46511 SH SOLE 0 0 46511 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF COM 922042858 5769518 141168 SH SOLE 0 0 141168 SELECT SECTOR SPDR TR SBI INT-ENERGY COM 81369Y506 5539986 71410 SH SOLE 0 0 71410 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF COM 922042874 5291709 97597 SH SOLE 0 0 97597 ISHARES INC CORE MSCI EMKT COM 46434G103 5092392 105367 SH SOLE 0 0 105367 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF COM 921943858 4587178 115169 SH SOLE 0 0 115169 SPDR SERIES TRUST BRCLYS INTL ETF COM 78464A516 4051139 76264 SH SOLE 0 0 76264 ABBVIE INC COM COM 00287Y109 3640662 62191 SH SOLE 0 0 62191 MARKET VECTORS ETF TR SEMICONDUCTOR COM 57060U233 3032282 54833 SH SOLE 0 0 54833 FIFTH THIRD BANCORP COM COM 316773100 2990664 158656 SH SOLE 0 0 158656 PFIZER INC COM COM 717081103 2987157 85863 SH SOLE 0 0 85863 E M C CORP MASS COM COM 268648102 2690571 105265 SH SOLE 0 0 105265 ISHARES TR CHINA LG-CAP ETF COM 464287184 2669824 60131 SH SOLE 0 0 60131 ISHARES TR 20+ YR TR BD ETF COM 464287432 2642147 20217 SH SOLE 0 0 20217 GOOGLE INC CL A COM 38259P508 2545518 4589 SH SOLE 0 0 4589 WHIRLPOOL CORP COM COM 963320106 2487712 12312 SH SOLE 0 0 12312 ISHARES MSCI JAPAN ETF COM 464286848 2367443 188942 SH SOLE 0 0 188942 ISHARES JP MOR EM MK ETF COM 464288281 2263591 20189 SH SOLE 0 0 20189 ISHARES TR MSCI POL CAP ETF COM 46429B606 2248455 96170 SH SOLE 0 0 96170 MEDTRONIC INC COM DELETED COM 585055106 2213016 28376 SH SOLE 0 0 28376 TEVA PHARMACEUTICAL 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464287721 1677466 15982 SH SOLE 0 0 15982 ENERGIZER HLDGS INC COM COM 29266R108 1426287 10332 SH SOLE 0 0 10332 ISHARES TR RUSSELL 2000 ETF COM 464287655 1389560 11173 SH SOLE 0 0 11173 CONOCOPHILLIPS COM COM 20825C104 1388459 22301 SH SOLE 0 0 22301 GENERAL ELECTRIC CO COM COM 369604103 1282495 51693 SH SOLE 0 0 51693 CHEVRON CORP NEW COM COM 166764100 1261167 12013 SH SOLE 0 0 12013 SCHLUMBERGER LTD COM COM 806857108 1138122 13640 SH SOLE 0 0 13640 VANGUARD CHARLOTTE FDS INTL BD IDX ETF COM 92203J407 1121040 20725 SH SOLE 0 0 20725 LAS VEGAS SANDS CORP COM COM 517834107 1102627 20033 SH SOLE 0 0 20033 ISHARES GRWT ALLOCAT ETF COM 464289867 1013846 24837 SH SOLE 0 0 24837 COACH INC COM COM 189754104 1012474 24438 SH SOLE 0 0 24438 SPDR SERIES TRUST S&P DIVID ETF COM 78464A763 845342 10810 SH SOLE 0 0 10810 VANGUARD BD INDEX FD INC TOTAL BND MRKT COM 921937835 804857 9654 SH SOLE 0 0 9654 SPDR INDEX SHS FDS EURO STOXX 50 COM 78463X202 684330 17628 SH SOLE 0 0 17628 REGENERON PHARMACEUTICALS COM COM 75886F107 632072 1400 SH SOLE 0 0 1400 ISHARES EAFE SML CP ETF COM 464288273 622503 12583 SH SOLE 0 0 12583 SPDR GOLD TRUST GOLD SHS COM 78463V107 557275 4903 SH SOLE 0 0 4903 KINDER MORGAN INC DEL COM COM 49456B101 485152 11535 SH SOLE 0 0 11535 SPDR SERIES TRUST S&P REGL BKG COM 78464A698 473050 11586 SH SOLE 0 0 11586 ISHARES TR GLOBAL ENERG ETF COM 464287341 410205 11500 SH SOLE 0 0 11500 EXXON MOBIL CORP COM COM 30231G102 366878 4316 SH SOLE 0 0 4316 SELECT SECTOR SPDR TR SBI INT-FINL COM 81369Y605 5158173 213943 SH SOLE 199880 0 14063 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX COM 921932885 319416 3116 SH SOLE 0 0 3116 ISHARES GOLD TRUST ISHARES COM 464285105 281475 24583 SH SOLE 0 0 24583 ABBOTT LABS COM COM 2824100 273287 5899 SH SOLE 0 0 5899 ISHARES TR FLTG RATE BD ETF COM 46429B655 259035 5115 SH SOLE 0 0 5115 SPDR SERIES TRUST BRC HGH YLD BD COM 78464A417 239830 6115 SH SOLE 0 0 6115 MARKET VECTORS ETF TR GOLD MINER ETF COM 57060U100 237120 13000 SH SOLE 0 0 13000 POWERSHARES QQQ TRUST UNIT SER 1 COM 73935A104 236966 2244 SH SOLE 0 0 2244 VANGUARD INDEX FDS TOTAL STK MKT COM 922908769 227621 2122 SH SOLE 0 0 2122 DOW CHEM CO COM COM 260543103 225506 4700 SH SOLE 0 0 4700 PHILLIPS 66 COM COM 718546104 221413 2817 SH SOLE 0 0 2817 BB&T CORP COM COM 54937107 210819 5407 SH SOLE 0 0 5407 SPDR S&P MIDCAP 400 ETF TR UTSER1 COM 78467Y107 4815659 17370 SH SOLE 17370 0 0