0001909851-23-000003.txt : 20230725 0001909851-23-000003.hdr.sgml : 20230725 20230725105108 ACCESSION NUMBER: 0001909851-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230725 DATE AS OF CHANGE: 20230725 EFFECTIVENESS DATE: 20230725 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: 231107146 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 X0202 13F-HR LIVE false false false 0001909851 XXXXXXXX 06-30-2023 06-30-2023 Morton Brown Family Wealth, LLC
600 W HAMILTON ST STE 300 ALLENTOWN PA 18101
13F HOLDINGS REPORT 028-21768 000292278 801-112510 N
Kathryn Brown Founder and Principal 610.709.5072 Kathryn Brown Allentown PA 07-25-2023 0 173 187287880 false
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APPLIED MATLS INC COM Stock 038222105 1734 12 SH SOLE 0 0 12 AT&T INC COM Stock 00206R102 6059 380 SH SOLE 0 0 379 AVANTIS EMERGING MARKETS EQUITY ETF ETF 025072604 7456882 138578 SH SOLE 0 0 138578 AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877 42220 544 SH SOLE 0 0 544 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 239723 703 SH SOLE 0 0 703 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 7344 146 SH SOLE 0 0 146 CARRIER GLOBAL CORPORATION COM Stock 14448C104 12278 247 SH SOLE 0 0 247 CHEVRON CORP NEW COM Stock 166764100 10700 68 SH SOLE 0 0 68 CISCO SYS INC COM Stock 17275R102 25647 496 SH SOLE 0 0 495 CNFINANCE HLDGS LTD SPON ADS ADR 18979T105 731 250 SH SOLE 0 0 250 COCA COLA CO COM Stock 191216100 7106 118 SH SOLE 0 0 118 CONOCOPHILLIPS COM Stock 20825C104 8082 78 SH SOLE 0 0 78 CORNING INC COM Stock 219350105 35040 1000 SH SOLE 0 0 1000 COSTCO WHSL CORP NEW COM Stock 22160K105 8076 15 SH SOLE 0 0 15 CROSSAMERICA PARTNERS LP UT LTD PTN INT Stock 22758A105 395891 20096 SH 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ESG AWARE MSCI USA ETF ETF 46435G425 860669 8831 SH SOLE 0 0 8831 ISHARES ESG AWARE MSCI USA SMALL-CAP ETF ETF 46435U663 217418 6121 SH SOLE 0 0 6121 ISHARES ESG AWARE USD CORPORATE BOND ETF ETF 46435G193 55736 2451 SH SOLE 0 0 2451 ISHARES GLOBAL REIT ETF ETF 46434V647 6820773 296943 SH SOLE 0 0 296942 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 29584 467 SH SOLE 0 0 467 ISHARES MSCI ACWI EX U.S. ETF ETF 464288240 171040 3475 SH SOLE 0 0 3475 ISHARES MSCI EAFE ETF ETF 464287465 3009040 41504 SH SOLE 0 0 41504 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1938 49 SH SOLE 0 0 49 ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF ETF 464286533 762064 13861 SH SOLE 0 0 13860 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 12794792 119880 SH SOLE 0 0 119880 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 185621 675 SH SOLE 0 0 674 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 17046 108 SH SOLE 0 0 108 ISHARES RUSSELL 2000 ETF ETF 464287655 1152460 6154 SH SOLE 0 0 6154 ISHARES RUSSELL 2000 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META PLATFORMS INC CL A Stock 30303M102 10044 35 SH SOLE 0 0 35 MICROSOFT CORP COM Stock 594918104 564914 1659 SH SOLE 0 0 1658 MONDELEZ INTL INC CL A Stock 609207105 55507 761 SH SOLE 0 0 761 MORGAN STANLEY COM NEW Stock 617446448 8369 98 SH SOLE 0 0 98 NETFLIX INC COM Stock 64110L106 6607 15 SH SOLE 0 0 15 NEXTERA ENERGY INC COM Stock 65339F101 75387 1016 SH SOLE 0 0 1016 NIKE INC CL B Stock 654106103 121848 1104 SH SOLE 0 0 1104 NORFOLK SOUTHN CORP COM Stock 655844108 29025 128 SH SOLE 0 0 128 NORTHROP GRUMMAN CORP COM Stock 666807102 154158 338 SH SOLE 0 0 338 NVIDIA CORPORATION COM Stock 67066G104 140866 333 SH SOLE 0 0 333 OMNICOM GROUP INC COM Stock 681919106 43674 459 SH SOLE 0 0 459 PAYCHEX INC COM Stock 704326107 111870 1000 SH SOLE 0 0 1000 PEPSICO INC COM Stock 713448108 46490 251 SH SOLE 0 0 251 PFIZER INC COM Stock 717081103 104195 2841 SH SOLE 0 0 2840 PHILLIPS 66 COM Stock 718546104 20888 219 SH SOLE 0 0 219 PPL CORP COM Stock 69351T106 10002 378 SH SOLE 0 0 378 PROCTER AND GAMBLE CO COM Stock 742718109 20637 136 SH SOLE 0 0 136 QUALCOMM INC COM Stock 747525103 142134 1194 SH SOLE 0 0 1194 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 81111 828 SH SOLE 0 0 828 RIVIAN AUTOMOTIVE INC COM CL A Stock 76954A103 1383 83 SH SOLE 0 0 83 SALESFORCE INC COM Stock 79466L302 8873 42 SH SOLE 0 0 42 SANOFI SPONSORED ADR ADR 80105N105 26465 491 SH SOLE 0 0 491 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 497748 20209 SH SOLE 0 0 20209 SCHWAB INTERMEDIATE-TERM US TREASURY ETF ETF 808524854 8139560 165170 SH SOLE 0 0 165169 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ETF 808524888 10855408 321451 SH SOLE 0 0 321451 SCHWAB SHORT-TERM US TREASURY ETF ETF 808524862 332340 6915 SH SOLE 0 0 6915 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 47549785 919725 SH SOLE 0 0 919725 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 16339 218 SH SOLE 0 0 218 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 7917 118 SH SOLE 0 0 118 SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock G7997R103 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WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND ETF 97717W760 118920 2000 SH SOLE 0 0 2000 YUM BRANDS INC COM Stock 988498101 1108 8 SH SOLE 0 0 8