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Ishares Tr core div grwth shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $935k 16k 58.06
2022-09-30 $239k 5.4k 44.51

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Pimco Equity Ser Rafi Dyn Multi (MFDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
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Wisdomtree Tr Currncy Int Eq (DDWM)

View all positions for Fundamentun

Top funds holding Ishares Tr core div grwth

Bank of America Corporation
Raymond James Financial Services Advisors
Pnc Financial Services
Wealthfront Advisers
Capital Investment Advisors
Commonwealth Equity Services
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