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Mfs Ser Tr I value fd cl i shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Mfs Ser Tr I value fd cl i (MEIIX) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Mfs Ser Tr I value fd cl i

Tip: Access up to 7 years of quarterly data

All positions including Mfs Ser Tr I value fd cl i held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Ser Tr I value fd cl i by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 422 54.29
2024-06-30 $21k 420 50.31

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Vanguard Short Term Bond Etf Etf (BSV)
Vanguard Index Funds Vanguard Growth Etf Etf (VUG)
Vanguard Index Funds Vanguard Value Etf Etf (VTV)
Ishares Bitcoin Tr Shs Etf Etf (IBIT)

View all positions for Bull Oak Capital

Top funds holding Mfs Ser Tr I value fd cl i

First Merchants Bank, National Association
RiverFront Investment Group
Fulton Bank, NA
Coston, McIsaac & Partners
Financial Gravity Wealth
Bull Oak Capital
Tucker Asset Management

View all funds holding Mfs Ser Tr I value fd cl i