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Bnymellonetftrusti.. shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Bnymellonetftrusti.. (BKMI) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Bnymellonetftrusti..

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All positions including Bnymellonetftrusti.. held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bnymellonetftrusti.. by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1k 41 26.12

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Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Center for Financial Planning

Top funds holding Bnymellonetftrusti..

Bank of New York Mellon
Security National Bank Of So Dak
Security National Bank Of Sioux City Iowa
Goldman Sachs Group
Bessemer
Jane Street
M^T Bank Corporation
Pnc Financial Services
Morgan Stanley
Parkside Financial Bank & Trust
Fifth Third Bancorp
Keybank National Association
Hartland & Co
Franklin Resources
Integrity Alliance

View all funds holding Bnymellonetftrusti..