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Amer Fds New Perspective A shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Amer Fds New Perspective A

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All positions including Amer Fds New Perspective A held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer Fds New Perspective A by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 4.1k 55.95
2023-03-31 $202k 3.9k 52.14

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Schwab US Broad Market ETF Etf (SCHB)
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Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
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iShares Short Treasury Bond ETF Etf (SHV)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

Top funds holding Amer Fds New Perspective A

Moody Lynn & Co/
Private Capital Advisors
Fulton Bank, NA
Ironwood Investment Management
Tucker Asset Management
Ethos Financial Group
Canandaigua National Bank and Trust Company
Coston, McIsaac & Partners
Main Street Group
Mot
Livelsberger Financial Advisory
Game Plan Financial Advisors

View all funds holding Amer Fds New Perspective A