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Ishares Tr core div grwth shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Ishares Tr core div grwth (DGRO) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.0k 121 57.85

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Ishares Gold Tr Ishares New (IAU)
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Ishares Tr Core S&p500 Etf (IVV)
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Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
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Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Ishares Tr core div grwth

LPL Financial
Wealthfront Advisers
Envestnet Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Capital Investment Advisors
Pnc Financial Services
Commonwealth Equity Services
Ameriprise Financial
Royal Bank of Canada
Wells Fargo & Company
FMR
Goldman Sachs Group
HighTower Advisors
UBS Group

View all funds holding Ishares Tr core div grwth