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Grey Fox Wealth Advisors »

SPDR DJ Wilshire Small Cap Value shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in SPDR DJ Wilshire Small Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Small Cap Value held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Small Cap Value by Grey Fox Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$998k	12k	82.97
2023-12-31	$1.0M	12k	83.31
2022-12-31	$20k	268	74.22

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)

Vanguard Growth ETF Etf (VUG)

Vanguard FTSE Developed Markets ETF Etf (VEA)

iShares Core US Aggregate Bond ETF Etf (AGG)

Vanguard Small Cap Value ETF Etf (VBR)

Vanguard Short Term Cor BD ETF IV Etf (VCSH)

Vanguard Mid Cap ETF IV Etf (VO)

SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)

Vanguard Real Estate ETF Etf (VNQ)

Apple Common Stock (AAPL)

SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)

Vanguard Target Retirement 2045 Inv Fund Mutual Fund (VTIVX)

iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)

Vanguard Target Retirement 2040 Inv Fund Mutual Fund (VFORX)

Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Grey Fox Wealth Advisors

Top funds holding SPDR DJ Wilshire Small Cap Value

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Goelzer Investment Management

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Redwood Investment Management

Townsquare Capital

Wells Fargo & Company

NorthRock Partners

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Nelson, Van Denburg & Campbell Wealth Management

Rodgers & Associates

Dean, Jacobson Financial Services

View all funds holding SPDR DJ Wilshire Small Cap Value

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