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Etf Calvert Us Mid-cap Core shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Etf Calvert Us Mid-cap Core (CVMC) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Etf Calvert Us Mid-cap Core

Tip: Access up to 7 years of quarterly data

All positions including Etf Calvert Us Mid-cap Core held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Calvert Us Mid-cap Core by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $76k 1.0k 76.16

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Etf Calvert Us Mid-cap Core

First Pacific Financial
Morgan Stanley
EP Wealth Advisors
Financial Engines Advisors L.L.C
Goldman Sachs Group
TFC Financial Management
North Berkeley Wealth Management
Northwestern Mutual Wealth Management Company
Natural Investments
Joel Adams & Associates
Summit Investment Advisors
CWM
Dynamic Advisors Solutions
Sandbox Financial Partners
Commonwealth Equity Services

View all funds holding Etf Calvert Us Mid-cap Core