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American Funds mutual funds - shares owned by Ethos Financial Group

Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 3.4k 62.08

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Schwab US Large Cap ETF Etf (SCHX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap Growth ETF Etf (SCHG)
Abrdn Physical Gold Shares ETF Etf (SGOL)
iShares Bitcoin TR Etf
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
iShares Short Treasury Bond ETF Etf (SHV)
Energy Select Sector SPDR ETF Etf (XLE)
Apple (AAPL)

View all positions for Ethos Financial Group

Top funds holding American Funds mutual funds -

Ethos Financial Group
Game Plan Financial Advisors

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