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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $76k 1.2k 62.86

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Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR)
Ishares Treasury Floating Rate B Etf TRS FLT RT BD (TFLO)
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Russell 2000 Etf Iv Vng Rus2000idx (VTWO)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)
Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)
AutoZone (AZO)

View all positions for Kiely Wealth Advisory Group

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Charles Schwab Investment Management
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg