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iShares S&P Moderate Allocation Fund ETF shares owned by Leading Edge Financial Planning

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Leading Edge Financial Planning from 13F filings

Historical chart of Leading Edge Financial Planning investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 7.4k 42.78
2023-09-30 $206k 5.3k 38.93
2023-06-30 $257k 6.4k 40.41
2023-03-31 $266k 6.7k 39.86

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Inflation Prote (DFIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfli High Yld (SPHY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Leading Edge Financial Planning

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

View all funds holding iShares S&P Moderate Allocation Fund ETF