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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
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)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Pimco Equity Ser Rafi Dyn Multi

Schiavi & Co
Fundamentun
Financial Consulate
Mariner Wealth Advisors
Austin Wealth Management
Wells Fargo & Company
Sanctuary Advisors
Jane Street
Williams & Novak
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
BKM Wealth Management
Moloney Securities Asset Management
Redwood Financial Network Corp

View all funds holding Pimco Equity Ser Rafi Dyn Multi