0001909851-22-000002.txt : 20220420 0001909851-22-000002.hdr.sgml : 20220420 20220419191157 ACCESSION NUMBER: 0001909851-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morton Brown Family Wealth, LLC CENTRAL INDEX KEY: 0001909851 IRS NUMBER: 824566852 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21768 FILM NUMBER: 22835988 BUSINESS ADDRESS: STREET 1: 600 W HAMILTON ST STREET 2: STE 300 CITY: ALLENTOWN STATE: PA ZIP: 18101 BUSINESS PHONE: 6107095072 MAIL ADDRESS: STREET 1: 600 W HAMILTON ST STREET 2: STE 300 CITY: ALLENTOWN STATE: PA ZIP: 18101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909851 XXXXXXXX 03-31-2022 03-31-2022 Morton Brown Family Wealth, LLC
600 W HAMILTON ST STE 300 ALLENTOWN PA 18101
13F HOLDINGS REPORT 028-21768 N
Kathryn Brown Founder and Principal 610.709.5072 Kathryn Brown Allentown PA 04-19-2022 0 159 132340 false
INFORMATION TABLE 2 morton1q22.xml 3M CO COM Common Stock 88579Y101 15 100 SH SOLE 0 0 100 8X8 INC NEW COM Common Stock 282914100 1 100 SH SOLE 0 0 100 AIR PRODS & CHEMS INC COM Common Stock 009158106 28 111 SH SOLE 0 0 111 ALPHABET INC CAP STK CL C Common Stock 02079K107 28 10 SH SOLE 0 0 10 AMAZON COM INC COM Common Stock 023135106 33 10 SH SOLE 0 0 10 AMERICAN WTR WKS CO INC NEW COM Common Stock 030420103 116 700 SH SOLE 0 0 700 AMERIPRISE FINL INC COM Common Stock 03076C106 48 159 SH SOLE 0 0 159 AMGEN INC COM Common Stock 031162100 193 800 SH SOLE 0 0 800 AMPIO PHARMACEUTICALS INC COM Common Stock 03209T109 1 1800 SH SOLE 0 0 1800 ANTHEM INC COM Common Stock 036752103 7 14 SH SOLE 0 0 14 APPLE INC COM Common Stock 037833100 1640 9393 SH SOLE 0 0 9393 AT&T INC COM Common Stock 00206R102 14 610 SH SOLE 0 0 610 ATERIAN INC COM Common Stock 02156U101 0 147 SH SOLE 0 0 147 BECTON DICKINSON & CO COM Common Stock 075887109 13 50 SH SOLE 0 0 50 BERKSHIRE HATHAWAY INC DEL CL B NEW Common Stock 084670702 247 700 SH SOLE 0 0 700 BLACKROCK ULTRA SHORT-TERM BOND ETF Exchange Traded Fund 46434V878 7 146 SH SOLE 0 0 146 BLOCK INC CL A Common Stock 852234103 136 1000 SH SOLE 0 0 1000 CARRIER GLOBAL CORPORATION COM Common Stock 14448C104 17 367 SH SOLE 0 0 367 CENNTRO ELECTRIC GROUP LIMITED ORD SHS Common Stock Q6519V120 0 134 SH SOLE 0 0 134 CNFINANCE HLDGS LTD SPON ADS American Depository Receipt 18979T105 1 250 SH SOLE 0 0 250 COLGATE PALMOLIVE CO COM Common Stock 194162103 45 600 SH SOLE 0 0 600 COMERICA INC COM Common Stock 200340107 563 6177 SH SOLE 0 0 6177 CORNING INC COM Common Stock 219350105 37 1000 SH SOLE 0 0 1000 COSTCO WHSL CORP NEW COM Common Stock 22160K105 9 15 SH SOLE 0 0 15 CUE HEALTH INC COM Common Stock 229790100 2 254 SH SOLE 0 0 254 DIGITAL WORLD ACQUISITION CORP CLASS A COM Common Stock 25400Q105 2 25 SH SOLE 0 0 25 DISNEY WALT CO COM Common Stock 254687106 229 1671 SH SOLE 0 0 1671 DOMINION ENERGY INC COM Common Stock 25746U109 6 72 SH SOLE 0 0 72 EMBASSY BANCORP INC COM Common Stock 290791102 367 17578 SH SOLE 0 0 17578 ENERGY SELECT SECTOR SPDR FUND Exchange Traded Fund 81369Y506 3 41 SH SOLE 0 0 41 ESSA BANCORP INC COM Common Stock 29667D104 1 33 SH SOLE 0 0 33 FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND Exchange Traded Fund 33739H101 1337 47012 SH SOLE 0 0 47012 FISKER INC CL A COM STK Common Stock 33813J106 1 109 SH SOLE 0 0 109 FRESHPET INC COM Common Stock 358039105 10 100 SH SOLE 0 0 100 FULTON FINL CORP PA COM Common Stock 360271100 7 393 SH SOLE 0 0 393 GENERAL ELECTRIC CO COM NEW Common Stock 369604301 16 180 SH SOLE 0 0 180 HEALTH CARE SELECT SECTOR SPDR FUND Exchange Traded Fund 81369Y209 32 235 SH SOLE 0 0 235 HOME DEPOT INC COM Common Stock 437076102 45 150 SH SOLE 0 0 150 INTEL CORP COM Common Stock 458140100 102 2051 SH SOLE 0 0 2051 INTERNATIONAL BUSINESS MACHS COM Common Stock 459200101 40 308 SH SOLE 0 0 308 INVESCO QQQ TRUST Exchange Traded Fund 46090E103 841 2319 SH SOLE 0 0 2319 ISHARES 0-5 YEAR TIPS BOND ETF Exchange Traded Fund 46429B747 29 276 SH SOLE 0 0 276 ISHARES 0-5 YEAR TIPS BOND ETF Exchange Traded Fund 46429B747 3915 37304 SH SOLE 0 0 37304 ISHARES BIOTECHNOLOGY FUND Exchange Traded Fund 464287556 10 78 SH SOLE 0 0 78 ISHARES CORE AGGRESSIVE ALLOCATION ETF Exchange Traded Fund 464289859 2 30 SH SOLE 0 0 30 ISHARES CORE DIVIDEND GROWTH ETF Exchange Traded Fund 46434V621 16 299 SH SOLE 0 0 299 ISHARES CORE HIGH DIVIDEND ETF Exchange Traded Fund 46429B663 2 21 SH SOLE 0 0 21 ISHARES CORE HIGH DIVIDEND ETF Exchange Traded Fund 46429B663 4088 38240 SH SOLE 0 0 38240 ISHARES CORE MSCI EAFE ETF Exchange Traded Fund 46432F842 158 2270 SH SOLE 0 0 2270 ISHARES CORE S&P U.S. GROWTH ETF Exchange Traded Fund 464287671 105 993 SH SOLE 0 0 993 ISHARES CORE S&P U.S. VALUE ETF Exchange Traded Fund 464287663 110 1449 SH SOLE 0 0 1449 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF Exchange Traded Fund 46435G243 57 2298 SH SOLE 0 0 2298 ISHARES ESG AWARE MSCI USA ETF Exchange Traded Fund 46435G425 720 7105 SH SOLE 0 0 7105 ISHARES ESG AWARE MSCI USA SMALL-CAP ETF Exchange Traded Fund 46435U663 167 4381 SH SOLE 0 0 4381 ISHARES ESG AWARE USD CORPORATE BOND ETF Exchange Traded Fund 46435G193 56 2220 SH SOLE 0 0 2220 ISHARES GLOBAL REIT ETF Exchange Traded Fund 46434V647 23 796 SH SOLE 0 0 796 ISHARES GLOBAL REIT ETF Exchange Traded Fund 46434V647 8615 294944 SH SOLE 0 0 294944 ISHARES GROWTH ALLOCATION FUND Exchange Traded Fund 464289867 815 15101 SH SOLE 0 0 15101 ISHARES MODERATE ALLOCATION FUND Exchange Traded Fund 464289875 22 522 SH SOLE 0 0 522 ISHARES MORNINGSTAR MID-CAP ETF Exchange Traded Fund 464288208 31 458 SH SOLE 0 0 458 ISHARES MSCI ACWI EX US INDEX FUND Exchange Traded Fund 464288240 182 3475 SH SOLE 0 0 3475 ISHARES MSCI EAFE ESG SELECT ETF Exchange Traded Fund 46435G516 324 4388 SH SOLE 0 0 4388 ISHARES MSCI EAFE ETF Exchange Traded Fund 464287465 3 47 SH SOLE 0 0 47 ISHARES MSCI EAFE ETF Exchange Traded Fund 464287465 5170 70248 SH SOLE 0 0 70248 ISHARES MSCI EM ESG SELECT ETF Exchange Traded Fund 46434G863 120 3274 SH SOLE 0 0 3274 ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF Exchange Traded Fund 464286533 2123 34779 SH SOLE 0 0 34779 ISHARES MSCI PACIFIC EX JAPAN ETF Exchange Traded Fund 464286665 64 1300 SH SOLE 0 0 1300 ISHARES NATIONAL MUNI BOND ETF Exchange Traded Fund 464288414 4594 41904 SH SOLE 0 0 41904 ISHARES RUSSELL 1000 GROWTH ETF Exchange Traded Fund 464287614 187 675 SH SOLE 0 0 675 ISHARES RUSSELL 1000 VALUE ETF Exchange Traded Fund 464287598 18 108 SH SOLE 0 0 108 ISHARES RUSSELL 2000 ETF Exchange Traded Fund 464287655 699 3406 SH SOLE 0 0 3406 ISHARES S&P SMALL-CAP FUND Exchange Traded Fund 464287804 137 1268 SH SOLE 0 0 1268 ISHARES SELECT DIVIDEND ETF Exchange Traded Fund 464287168 10 74 SH SOLE 0 0 74 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF Exchange Traded Fund 464288158 2000 19119 SH SOLE 0 0 19119 ISHARES TIPS BOND ETF Exchange Traded Fund 464287176 1525 12243 SH SOLE 0 0 12243 ISHARES U.S. TECHNOLOGY ETF Exchange Traded Fund 464287721 62 600 SH SOLE 0 0 600 ISHARES USD GREEN BOND ETF Exchange Traded Fund 46435U440 72 1432 SH SOLE 0 0 1432 JOHNSON & JOHNSON COM Common Stock 478160104 18 100 SH SOLE 0 0 100 JPMORGAN CHASE & CO COM Common Stock 46625H100 20 150 SH SOLE 0 0 150 JUMIA TECHNOLOGIES AG SPONSORED ADS American Depository Receipt 48138M105 1 100 SH SOLE 0 0 100 KELLOGG CO COM Common Stock 487836108 44 676 SH SOLE 0 0 676 KIMBERLY-CLARK CORP COM Common Stock 494368103 19 150 SH SOLE 0 0 150 LILLY ELI & CO COM Common Stock 532457108 2 6 SH SOLE 0 0 6 MAGELLAN INDS INC COM PAR USD0.001 Common Stock 559072301 0 100 SH SOLE 0 0 100 MARRIOTT INTL INC NEW CL A Common Stock 571903202 133 759 SH SOLE 0 0 759 MCDONALDS CORP COM Common Stock 580135101 270 1090 SH SOLE 0 0 1090 MERCK & CO INC COM Common Stock 58933Y105 31 375 SH SOLE 0 0 375 META PLATFORMS INC CL A Common Stock 30303M102 8 35 SH SOLE 0 0 35 MICROSOFT CORP COM Common Stock 594918104 547 1774 SH SOLE 0 0 1774 MONDELEZ INTL INC CL A Common Stock 609207105 48 761 SH SOLE 0 0 761 NESTLE S A SPONSORED ADR American Depository Receipt 641069406 75 576 SH SOLE 0 0 576 NETFLIX INC COM Common Stock 64110L106 6 15 SH SOLE 0 0 15 NEXTERA ENERGY INC COM Common Stock 65339F101 86 1016 SH SOLE 0 0 1016 NIKE INC CL B Common Stock 654106103 203 1504 SH SOLE 0 0 1504 NORTEL NETWORKS CORP NEW COM NEW Common Stock 656568508 0 57 SH SOLE 0 0 57 NORTHROP GRUMMAN CORP COM Common Stock 666807102 151 338 SH SOLE 0 0 338 OMNICOM GROUP INC COM Common Stock 681919106 39 459 SH SOLE 0 0 459 ORBITAL CORP SHS NEW Common Stock Q7151P116 0 495 SH SOLE 0 0 495 ORGANON & CO COMMON STOCK Common Stock 68622V106 1 37 SH SOLE 0 0 37 PAYCHEX INC COM Common Stock 704326107 136 1000 SH SOLE 0 0 1000 PEPSICO INC COM Common Stock 713448108 42 251 SH SOLE 0 0 251 PFIZER INC COM Common Stock 717081103 154 2969 SH SOLE 0 0 2969 PHILLIPS 66 COM Common Stock 718546104 21 238 SH SOLE 0 0 238 PINTEREST INC CL A Common Stock 72352L106 2 70 SH SOLE 0 0 70 PPL CORP COM Common Stock 69351T106 48 1677 SH SOLE 0 0 1677 PROCTER AND GAMBLE CO COM Common Stock 742718109 21 136 SH SOLE 0 0 136 PROSHARES VIX SHORT-TERM FUTURES ETF Exchange Traded Fund 74347Y854 0 2 SH SOLE 0 0 2 QUALCOMM INC COM Common Stock 747525103 275 1797 SH SOLE 0 0 1797 RAYTHEON TECHNOLOGIES CORP COM Common Stock 75513E101 85 857 SH SOLE 0 0 857 RIVIAN AUTOMOTIVE INC COM CL A Common Stock 76954A103 4 83 SH SOLE 0 0 83 SALESFORCE INC COM Common Stock 79466L302 6 30 SH SOLE 0 0 30 SANOFI SPONSORED ADR American Depository Receipt 80105N105 30 582 SH SOLE 0 0 582 SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF Exchange Traded Fund 808524854 61 1144 SH SOLE 0 0 1144 SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF Exchange Traded Fund 808524854 7706 144723 SH SOLE 0 0 144723 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF Exchange Traded Fund 808524888 41 1088 SH SOLE 0 0 1088 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF Exchange Traded Fund 808524888 7313 192604 SH SOLE 0 0 192604 SCHWAB SHORT-TERM U.S. TREASURY ETF Exchange Traded Fund 808524862 582 11747 SH SOLE 0 0 11747 SCHWAB U.S. BROAD MARKET ETF Exchange Traded Fund 808524102 168 3144 SH SOLE 0 0 3144 SCHWAB U.S. BROAD MARKET ETF Exchange Traded Fund 808524102 35220 659670 SH SOLE 0 0 659670 SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Common Stock G7997R103 19 211 SH SOLE 0 0 211 SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF Exchange Traded Fund 78467V848 7 166 SH SOLE 0 0 166 SPDR GOLD SHARES Exchange Traded Fund 78463V107 72 400 SH SOLE 0 0 400 SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF Exchange Traded Fund 78468R739 578 12213 SH SOLE 0 0 12213 SPDR PORTFOLIO SHORT TERM TREASURY ETF Exchange Traded Fund 78468R101 10 334 SH SOLE 0 0 334 SPDR S&P 500 ETF Exchange Traded Fund 78462F103 4606 10199 SH SOLE 0 0 10199 SPDR S&P 600 SMALL CAP VALUE ETF Exchange Traded Fund 78464A300 44 531 SH SOLE 0 0 531 SPDR S&P 600 SMALL CAP VALUE ETF Exchange Traded Fund 78464A300 8915 106984 SH SOLE 0 0 106984 SPDR S&P DIVIDEND ETF Exchange Traded Fund 78464A763 3 20 SH SOLE 0 0 20 STONECO LTD COM CL A Common Stock G85158106 2 200 SH SOLE 0 0 200 TABULA RASA HEALTHCARE INC COM Common Stock 873379101 48 8382 SH SOLE 0 0 8382 THE BEACHBODY COMPANY INC COM CL A Common Stock 073463101 2 1000 SH SOLE 0 0 1000 TRUIST FINL CORP COM Common Stock 89832Q109 14 255 SH SOLE 0 0 255 UGI CORP NEW COM Common Stock 902681105 23 627 SH SOLE 0 0 627 UNION PAC CORP COM Common Stock 907818108 169 618 SH SOLE 0 0 618 UNITED PARCEL SERVICE INC CL B Common Stock 911312106 64 300 SH SOLE 0 0 300 VAIL RESORTS INC COM Common Stock 91879Q109 43 166 SH SOLE 0 0 166 VANGUARD DIVIDEND APPRECIATION INDEX FUND Exchange Traded Fund 921908844 24 147 SH SOLE 0 0 147 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND Exchange Traded Fund 922042718 2026 16354 SH SOLE 0 0 16354 VANGUARD FTSE DEVELOPED MARKETS ETF Exchange Traded Fund 921943858 54 1121 SH SOLE 0 0 1121 VANGUARD FTSE DEVELOPED MARKETS ETF Exchange Traded Fund 921943858 9577 199397 SH SOLE 0 0 199397 VANGUARD FTSE EMERGING MARKETS ETF Exchange Traded Fund 922042858 20 425 SH SOLE 0 0 425 VANGUARD FTSE EMERGING MARKETS ETF Exchange Traded Fund 922042858 3239 70205 SH SOLE 0 0 70205 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF Exchange Traded Fund 92206C870 23 268 SH SOLE 0 0 268 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF Exchange Traded Fund 92206C870 966 11226 SH SOLE 0 0 11226 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND Exchange Traded Fund 92206C409 24 311 SH SOLE 0 0 311 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND Exchange Traded Fund 92206C409 966 12373 SH SOLE 0 0 12373 VANGUARD SMALL-CAP INDEX FUND Exchange Traded Fund 922908751 2439 11476 SH SOLE 0 0 11476 VANGUARD TAX-EXEMPT BOND ETF Exchange Traded Fund 922907746 4 74 SH SOLE 0 0 74 VANGUARD TOTAL BOND MARKET INDEX FUND Exchange Traded Fund 921937835 7 82 SH SOLE 0 0 82 VANGUARD TOTAL INTERNATIONAL BOND ETF Exchange Traded Fund 92203J407 35 660 SH SOLE 0 0 660 VANGUARD TOTAL INTERNATIONAL BOND ETF Exchange Traded Fund 92203J407 1272 24263 SH SOLE 0 0 24263 VANGUARD TOTAL INTERNATIONAL STOCK ETF Exchange Traded Fund 921909768 735 12298 SH SOLE 0 0 12298 VERIZON COMMUNICATIONS INC COM Common Stock 92343V104 37 726 SH SOLE 0 0 726 VIATRIS INC COM Common Stock 92556V106 3 279 SH SOLE 0 0 279 VIKING THERAPEUTICS INC COM Common Stock 92686J106 3 900 SH SOLE 0 0 900 WALMART INC COM Common Stock 931142103 32 216 SH SOLE 0 0 216 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND Exchange Traded Fund 97717X578 2 75 SH SOLE 0 0 75 WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND Exchange Traded Fund 97717X594 8 179 SH SOLE 0 0 179 WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND Exchange Traded Fund 97717W760 137 2000 SH SOLE 0 0 2000