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Ishares Tr core div grwth shares owned by Sequent Planning

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

Historical chart of Sequent 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 Sequent 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $999k 17k 58.06

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First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
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Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Sp Smcp600vl Etf (IJS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Pepsi (PEP)

View all positions for Sequent Planning

Top funds holding Ishares Tr core div grwth

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

View all funds holding Ishares Tr core div grwth