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Capital Group Core Equity Et shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 5.9k 40.23

More positions owned by McKinley Carter Wealth Services

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Capital Research and Management Company - Division 3
Cetera Investment Advisers
Wells Fargo & Company
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et