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Flexshares Tr mornstar upstr shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $380k 12k 32.55

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
ValMark Advisers
Goodman & Company, Investment Counsel
Morgan Stanley
NBT Bank
Moller Financial Services
Hills Bank And Trust Company
Cullen Frost Bankers
Connable Office
Aaron Wealth Advisors
VPR Management
Citizens & Northern Corporation
Versant Capital Management
Enterprise Bank & Trust

View all funds holding Flexshares Tr mornstar upstr