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Fidelity sml mid factr shares owned by ZynergyRetirementPlanning

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by ZynergyRetirementPlanning from 13F filings

Historical chart of ZynergyRetirementPlanning investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by ZynergyRetirementPlanning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 1.4k 41.40
2024-06-30 $44k 1.2k 37.68

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

Top funds holding Fidelity sml mid factr

Retirement Planning Group
Commonwealth Equity Services
Parcion Private Wealth
Envestnet Asset Management
Systelligence
Raymond James Financial Services Advisors
Kestra Advisory Services
Sterling Manor Financial
Northwestern Mutual Wealth Management Company
Fundamentun
Cetera Investment Advisers
Bank of America Corporation
LPL Financial
Evergreen Private Wealth
Advisor Group Holdings

View all funds holding Fidelity sml mid factr