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ISHARES TR MSCI Small Cap msci small cap shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Fee-Only Financial Planning, L.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 3.4k 63.33
2023-12-31 $207k 3.4k 61.90

More positions owned by Fee-Only Financial Planning, L.C.

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Bank of America Corporation (BAC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Fee-Only Financial Planning, L.C.

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Jane Street
FMR
Goldman Sachs Group
BlackRock
Morgan Stanley
Bank of America Corporation
Modera Wealth Management
Pnc Financial Services
Washington Trust Bank

View all funds holding ISHARES TR MSCI Small Cap msci small cap