Financial Synergies Wealth Advisors »

Pimco Etf Tr 0-5 high yield shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr 0-5 high yield (HYS) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Pimco Etf Tr 0-5 high yield

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 0-5 high yield held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Etf Tr 0-5 high yield by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 2.2k 95.49
2024-06-30 $208k 2.2k 92.71
2024-03-31 $177k 1.9k 93.47

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Pimco Etf Tr 0-5 high yield

Jpmorgan Chase & Co
Assetmark
Morgan Stanley
Envestnet Asset Management
Cetera Investment Advisers
Pnc Financial Services
Bank of Nova Scotia
Commonwealth Equity Services
Financial Management Professionals
Resources Investment Advisors
Allianz Asset Management
West Financial Advisors
Condor Capital Management
LPL Financial
RMR Wealth Builders

View all funds holding Pimco Etf Tr 0-5 high yield