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Wisdomtree Tr 90/60 balnced shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr 90/60 balnced (NTSX) shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Wisdomtree Tr 90/60 balnced

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 90/60 balnced held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr 90/60 balnced by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7k 108 52.33

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Wisdomtree Tr 90/60 balnced

Halbert Hargrove Global Advisors
CWM
Wealthcare Advisory Partners
Resources Investment Advisors
Huntington Asset Advisors
Cetera Investment Advisers
Professional Financial Advisors
WJ Interests
46 Peaks
LPL Financial
AQR Capital Management
Bnp Paribas Arbitrage, Snc
Perennial Investment Advisors
Fermata Advisors
Bravias Capital Group

View all funds holding Wisdomtree Tr 90/60 balnced