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Ishares 0-3 Month Treasury Bd Etf shares owned by Andrews, Lucia Wealth Management

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Andrews, Lucia Wealth Management from 13F filings

Historical chart of Andrews, Lucia Wealth Management investment in Ishares 0-3 Month Treasury Bd Etf

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All positions including Ishares 0-3 Month Treasury Bd Etf held by Andrews, Lucia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Andrews, Lucia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 3.1k 100.70

More positions owned by Andrews, Lucia Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Andrews, Lucia Wealth Management

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Potomac Fund Management
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Confluence Investment Management
GM Advisory
Advisor Group Holdings
Jpmorgan Chase & Co
UBS Group
Cetera Investment Advisers
Ameriprise Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Atlantic Trust

View all funds holding Ishares 0-3 Month Treasury Bd Etf