Briaud Financial Planning »

Ishares Msci Usa Size Factor shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Ishares Msci Usa Size Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Size Factor held by Briaud Financial Planning 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 Ishares Msci Usa Size Factor by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $14k 92 152.17

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Ishares Msci Usa Size Factor

BlackRock
James Reed Financial Services
Trinity Wealth Management
Lido Advisors
Alan Leist III
Envestnet Asset Management
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Pnc Financial Services
Advisor Group Holdings
Jones Financial Companies, L.L
Susquehanna International
Jpmorgan Chase & Co
Mercer Global Advisors

View all funds holding Ishares Msci Usa Size Factor