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Tcw Etf Trust shares owned by Roberts Wealth Advisors

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Roberts Wealth Advisors from 13F filings

Historical chart of Roberts Wealth Advisors investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 5.3k 39.27

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trane Technologies SHS (TT)
Coherent Corp (COHR)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)

View all positions for Roberts Wealth Advisors

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
Janney Montgomery Scott
TCW Group
Raymond James Financial
Keudell/Morrison Wealth Management
Stifel Financial
Francis Financial
Wells Fargo & Company

View all funds holding Tcw Etf Trust