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Sch Fnd Intl Lg Etf shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Sch Fnd Intl Lg Etf (FNDF) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Sch Fnd Intl Lg Etf

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All positions including Sch Fnd Intl Lg Etf held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Intl Lg Etf by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 839 35.03
2024-06-30 $29k 839 35.03
2024-03-31 $106k 3.0k 35.61

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Sch Fnd Intl Lg Etf

Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Regions Bank
Auto-Owners Insurance
Wells Fargo & Company
Morgan Stanley
Victory Capital Management
Bank of America Corporation
Northwestern Mutual Wealth Management Company
CI Private Wealth
Foster & Motley
Goodman & Company, Investment Counsel
Callan Capital
ALPS Advisors
Orion Portfolio Solutions

View all funds holding Sch Fnd Intl Lg Etf