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Pimco Equity Ser Rafi Dyn Multi shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Pimco Equity Ser Rafi Dyn Multi (MFDX) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Pimco Equity Ser Rafi Dyn Multi

Tip: Access up to 7 years of quarterly data

All positions including Pimco Equity Ser Rafi Dyn Multi held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Equity Ser Rafi Dyn Multi by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $941k 25k 37.17
2025-06-30 $914k 25k 35.94
2025-03-31 $840k 26k 31.97
2024-12-31 $696k 24k 29.54
2024-09-30 $711k 22k 32.51
2024-06-30 $516k 17k 30.27
2024-03-31 $360k 12k 30.70
2023-12-31 $364k 13k 29.17

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Mid Cap Etf (VO)
Broadcom (AVGO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Uscf Etf Tr Summerhaven K1 (SDCI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for BKM Wealth Management

Top funds holding Pimco Equity Ser Rafi Dyn Multi

Schiavi & Co
Financial Consulate
Fundamentun
Mariner Wealth Advisors
Austin Wealth Management
LPL Financial
IFC Advisors
Northwestern Mutual Wealth Management Company
Sovran Advisors
Jpmorgan Chase & Co
Janney Montgomery Scott
Williams & Novak
Entrewealth
Merit Financial Group
Wells Fargo & Company

View all funds holding Pimco Equity Ser Rafi Dyn Multi