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Conservative Pool shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial Advisors investment in Conservative Pool

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Conservative Pool by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3k 177 18.84

More positions owned by McMahon Financial Advisors

Invsc Bulletshars 2026 Corp Bnd Etf Uit Exchange Traded (BSCQ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
Spdr Bloomberg Int Grd Flt Rt Etf Uit Exchange Traded (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Us Infra Dvlpmnt Etf Uit Exchange Traded (PAVE)
Wsdmtree Emrg Mkts Smallcap Dvd Etf Uit Exchange Traded (DGS)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Global Energ Etf (IXC)

View all positions for McMahon Financial Advisors

Top funds holding Conservative Pool

Fairfield Financial Advisors
McMahon Financial Advisors

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