Action Point Financial Planning »

PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in PIMCO 15+ Year U.S. TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Action Point Financial Planning 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 15+ Year U.S. TIPS Index Fund by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 42k 50.66

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding PIMCO 15+ Year U.S. TIPS Index Fund

Central Trust & Investment
MAI Wealth Advisors
Wells Fargo & Company
Avos Capital Management
Altfest L J & Co
Northern Trust
AE Wealth Management
Mid-American Wealth Advisory Group
Sovran Advisors
Fermata Advisors
HighTower Advisors
Citadel Advisors
Advisor Group Holdings
Susquehanna International
Yoder Wealth Management

View all funds holding PIMCO 15+ Year U.S. TIPS Index Fund