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Ishares Tr faln angls usd shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Ishares Tr faln angls usd (FALN) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Ishares Tr faln angls usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr faln angls usd held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr faln angls usd by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $813k 32k 25.27
2022-12-31 $1.2M 48k 24.61

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Ishares Tr faln angls usd

Municipal Employees' Retirement System of Michigan
State of Tennessee, Treasury Department
Varma Mutual Pension Insurance
LPL Financial
Hanson McClain Advisors
Jpmorgan Chase & Co
Betterment
ESL Trust Services
Invesco
Alliancebernstein
Potomac Fund Management
BlackRock
Nomura Asset Management
Novem Group
Ameriprise Financial

View all funds holding Ishares Tr faln angls usd