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Ishares Tr core div grwth shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in Ishares Tr core div grwth

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core div grwth held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core div grwth by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 42k 53.82
2023-09-30 $520k 11k 49.53

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Commonwealth Equity Services
Capital Investment Advisors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Branch Banking & Trust Company
Advisor Group Holdings
Jpmorgan Chase & Co
HighTower Advisors
Raymond James & Associates

View all funds holding Ishares Tr core div grwth