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Ishares Tr core div grwth shares owned by Capital Advantage

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

Historical chart of Capital Advantage investment in Ishares Tr core div grwth

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All positions including Ishares Tr core div grwth held by Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-12-31 $435k 7.1k 61.34

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding Ishares Tr core div grwth

Morgan Stanley
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Raymond James Financial
Raymond James Financial Services Advisors
FMR
Commonwealth Equity Services
Pnc Financial Services
Capital Investment Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
BlackRock
UBS Group

View all funds holding Ishares Tr core div grwth