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Ishares Tr Msci Usa Momentum Factor shares owned by Resource Planning Group

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Resource Planning Group from 13F filings

Historical chart of Resource Planning Group investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Resource Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Resource Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 16k 156.89

More positions owned by Resource Planning Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Resource Planning Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
BlackRock
Savant Capital Management
FMR
CI Private Wealth
LPL Financial

View all funds holding Ishares Tr Msci Usa Momentum Factor