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Scm Trust shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Scm Trust shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Scm Trust

Tip: Access up to 7 years of quarterly data

All positions including Scm Trust held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Scm Trust by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 72k 26.31

More positions owned by Investment Planning Advisors

Spdr Series Trust State Street Spd (SPLG)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

Top funds holding Scm Trust

Good Steward Wealth Advisors
CCM Partners
Investment Planning Advisors
Golden State Equity Partners
Pittenger & Anderson
DHJJ Financial Advisors

View all funds holding Scm Trust