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Ishares Tr s^p aggr all shares owned by Sfam

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

Historical chart of Sfam 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 Sfam consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 122 88.77

More positions owned by Sfam

Vanguard Large Cap Large Cap Etf (VV)
iShares Core US Bond Core Us Aggbd Et (AGG)
iShares Russell 2500 Rusel 2500 Etf (SMMD)
iShares Dividend Growth Core Div Grwth (DGRO)
SPDR S&P 500 Growth Fund State Street Spd (SPYG)
Vanguard Short Term Bond Short Trm Bond (BSV)
Vanguard Growth Growth Etf (VUG)
Vanguard Value Value Etf (VTV)
Vaneck Vectors Fallen Fallen Angel Hg (ANGL)
iShares Short Term Muni Shrt Nat Mun Etf (SUB)
Ishares Cohen & Steers Realty Majors Select Us Reit (ICF)
Apple (AAPL)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Assetmark
Ellenbecker Investment Group
Jim Saulnier & Associates
Wells Fargo & Company
Foundations Investment Advisors
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Raymond James Financial
Warren Averett Asset Management
LBMC Investment Advisors
Patton Albertson & Miller
Thrivent Financial for Lutherans

View all funds holding Ishares Tr s^p aggr all