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Capital Group Conservative E shares owned by DMKC Advisory Services

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by DMKC Advisory Services from 13F filings

Historical chart of DMKC Advisory Services investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by DMKC Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by DMKC Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 59k 30.49

More positions owned by DMKC Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Deere & Company (DE)
Principal Financial (PFG)
Caterpillar (CAT)
3M Company (MMM)
Cummins (CMI)
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for DMKC Advisory Services

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E