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Tcw Etf Trust shares owned by Francis Financial

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Francis Financial from 13F filings

Historical chart of Francis Financial investment in Tcw Etf Trust

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All positions including Tcw Etf Trust held by Francis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 834k 39.80
2025-06-30 $30M 758k 39.45
2025-03-31 $18M 460k 39.17

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

Top funds holding Tcw Etf Trust

Captrust Financial Advisors
UBS Group
LPL Financial
First Pacific Financial
Morton Capital Management
Cary Street Partners Financial
M^T Bank Corporation
Envestnet Asset Management
TCW Group
Janney Montgomery Scott
Stifel Financial
Francis Financial
Raymond James Financial
Morling Financial Advisors
Peak Financial Advisors

View all funds holding Tcw Etf Trust