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Rbb Fund Trust shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of Rbb Fund Trust (FEGE) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in Rbb Fund Trust

Tip: Access up to 7 years of quarterly data

All positions including Rbb Fund Trust held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rbb Fund Trust by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $52k 1.1k 46.03

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Apple Stock (AAPL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Ishares S&p 100 Etf Etf (OEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

Top funds holding Rbb Fund Trust

Wealth Enhancement Advisory Services
LPL Financial
Raymond James Financial
Advisor Group Holdings
Advance Capital Management
Mesirow Financial Investment Management International Equity
Royal Bank of Canada
Jpmorgan Chase & Co
Envestnet Asset Management
Wiley Bros.-aintree Capital
D.A. Davidson & Co.
Jane Street
Commonwealth Equity Services
KWB Wealth
Kingsview Wealth Management

View all funds holding Rbb Fund Trust