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Fidelity vlu factor etf shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1k 18 61.56
2024-09-30 $1.1k 18 60.61
2024-06-30 $1.0k 18 57.61
2024-03-31 $1.0k 18 57.06

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Ishares Tr Core Total Usd (IUSB)
American Centy Etf Tr Avantis Respon U (AVEM)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Reit Etf (SCHH)
Tesla Motors (TSLA)

View all positions for Zrc Wealth Management

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