McMahon Financial Advisors »

Balanced Pool shares owned by McMahon Financial Advisors

Quarter-by-quarter ownership of Balanced Pool shares owned by McMahon Financial Advisors from 13F filings

Historical chart of McMahon Financial Advisors investment in Balanced Pool

Tip: Access up to 7 years of quarterly data

All positions including Balanced Pool held by McMahon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Balanced Pool by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 4.4k 86.47
2024-06-30 $367k 4.4k 82.91

More positions owned by McMahon Financial Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX)
Vanguard World Mega Cap Val Etf (MGV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Global Energ Etf (IXC)
Eaton Vance Short Dur Infl-prot Inc I Bond Funds (EIRRX)

View all positions for McMahon Financial Advisors

Top funds holding Balanced Pool

McMahon Financial Advisors
Eagle Bay Advisors

View all funds holding Balanced Pool