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Nushares Etf Tr a shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Nushares Etf Tr a (NULV) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Nushares Etf Tr a

Tip: Access up to 7 years of quarterly data

All positions including Nushares Etf Tr a held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nushares Etf Tr a by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $610k 16k 38.86
2023-12-31 $517k 14k 35.91
2023-09-30 $530k 16k 33.59
2023-06-30 $472k 14k 34.65
2023-03-31 $322k 9.5k 34.07
2022-12-31 $266k 7.8k 34.24

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Dimensional Etf Trust Internatnal Val (DFIV)
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Falcon Wealth Planning

Top funds holding Nushares Etf Tr a

Bank of America Corporation
Tiaa Trust, National Association
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Perella Weinberg Partners Capital Management
Cambridge Investment Research Advisors
Money Design
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Portfolio Solutions
Lido Advisors
Clarity Asset Management
Fund Evaluation Group
O'Brien Wealth Partners
Mercer Global Advisors

View all funds holding Nushares Etf Tr a