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Ishares Tr Msci Usa Momentum Factor shares owned by Bordeaux Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Bordeaux Wealth Advisors from 13F filings

Historical chart of Bordeaux Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 1.1k 187.35

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NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bordeaux Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor