New Capital Management »

Ishares Tr s^p aggr all shares owned by New Capital Management

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by New Capital Management from 13F filings

Historical chart of New Capital Management investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by New Capital Management 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 Ishares Tr s^p aggr all by New Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 3.4k 73.46

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pepsi (PEP)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust International (DFSI)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for New Capital Management

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Commonwealth Equity Services
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all