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Ishares Tr msci usa smlcp shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Ishares Tr msci usa smlcp

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All positions including Ishares Tr msci usa smlcp held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $108k 1.5k 74.37

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Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp