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