Financial Synergies Wealth Advisors »

Pimco Etf Tr shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Etf Tr by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $919k 19k 49.70
2025-09-30 $588k 12k 49.66

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Pimco Etf Tr

Allianz Asset Management
Orgel Wealth Management
Wealth Enhancement Advisory Services
Advocacy Wealth Management Services
CWM
McNamara Financial Services
Resources Investment Advisors
LPL Financial
Integrated Wealth Concepts
Colony
Raymond James Financial
Cresta Advisors
Goss Wealth Management
Change Path
Essex Financial Services

View all funds holding Pimco Etf Tr