Phillip James Consulting »

Spdr Ser Tr kensho fnl fro shares owned by Phillip James Consulting

Quarter-by-quarter ownership of Spdr Ser Tr kensho fnl fro (ROKT) shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in Spdr Ser Tr kensho fnl fro

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr kensho fnl fro held by Phillip James Consulting 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 Spdr Ser Tr kensho fnl fro by Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $136k 4.5k 29.93

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf
Vanguard Short-term Bond Etf Etf (BND)
Schwab Us Broad Market Etf Etf
Ishares Msci Eafe Value Etf Etf
Schwab Us Large-cap Value Etf Etf
Vanguard Ftse All-world Ex-us Small-cap Etf Etf
Vanguard Small-cap Etf Etf
Schwab Intl Equity Etf Etf
Vanguard Small-cap Value Etf Etf
Vanguard Total Stock Market Etf Etf (VTI)
Schwab Us Small-cap Etf Etf
Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)
Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)
Vanguard Value Etf Etf
Spdr Portfolio Emerging Markets Etf Etf (SPHY)

View all positions for Phillip James Consulting

Top funds holding Spdr Ser Tr kensho fnl fro

Moulton Wealth Management
WealthBridge Capital Management
Liberty One Investment Management
Cambridge Investment Research Advisors
LPL Financial
Two Sigma Investments
Citadel Advisors
Benson Wealth Management
Susquehanna International
Phillip James Consulting
Virtus Family Office
Compass Capital Corp
Fulcrum Equity Management
Advisor Group Holdings
Wealthfront Advisers

View all funds holding Spdr Ser Tr kensho fnl fro