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Swan Defined Risk Fund Class I shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Swan Defined Risk Fund Class I shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Swan Defined Risk Fund Class I

Tip: Access up to 7 years of quarterly data

All positions including Swan Defined Risk Fund Class I held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swan Defined Risk Fund Class I by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.4k 493 14.96

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Swan Defined Risk Fund Class I

Financial Gravity Wealth

View all funds holding Swan Defined Risk Fund Class I