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American Centy Etf Tr shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr (AVSF) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2M 155k 46.80

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding American Centy Etf Tr

Maseco
Savant Capital Management
Kuehl Shepherd Kozlowski & Associates
LPL Financial
Financial Plan
Simplicity Wealth
Envestnet Asset Management
Creative Planning
Pacific Life Fund Advisors
Park Avenue Securities
CoreCap Advisors
Mattern Wealth Management
Werba Rubin Papier Wealth Management
Ferguson Johnson Wealth Management
Fort Vancouver Investment Management

View all funds holding American Centy Etf Tr