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Franklin Conservative Allocation Advisor shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Franklin Conservative Allocation Advisor (FTCZX) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Franklin Conservative Allocation Advisor

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All positions including Franklin Conservative Allocation Advisor held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Conservative Allocation Advisor by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 3.0k 14.97
2025-03-31 $57k 4.1k 13.92

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Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)

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Top funds holding Franklin Conservative Allocation Advisor

Vermillion Wealth Management

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