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Security National Financial shares owned by FirstPurpose Wealth

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by FirstPurpose Wealth from 13F filings

Historical chart of FirstPurpose Wealth investment in Security National Financial

Tip: Access up to 7 years of quarterly data

All positions including Security National Financial held by FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $385k 55k 6.99

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Prog Holdings Com Npv (PRG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Phillips Edison & Co Common Stock (PECO)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for FirstPurpose Wealth

Top funds holding Security National Financial

Soltis Investment Advisors
Vanguard Group
Dimensional Fund Advisors
Janney Montgomery Scott
EP Wealth Advisors
FirstPurpose Wealth
Barclays
Empowered Funds
Bank of New York Mellon
Charles Schwab Investment Management
O'shaughnessy Asset Management
UMA Financial Services
Thomas Stevens, CFA"
Goldman Sachs Group
Millennium Management

View all funds holding Security National Financial