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SPDR DJ Wilshire Large Cap shares owned by Next Level Wealth Planning

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Next Level Wealth Planning from 13F filings

Historical chart of Next Level Wealth Planning investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $921k 12k 78.34
2025-06-30 $855k 12k 72.69
2025-03-31 $773k 12k 65.76
2024-12-31 $808k 12k 68.94

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

Top funds holding SPDR DJ Wilshire Large Cap

Betterment
USS Investment Management
Jones Financial Companies, L.L
LPL Financial
Creative Planning
Envestnet Asset Management
Morgan Stanley
Kedalion Capital Management
Invesco
Nissay Asset Management Corp
CWM
National Mutual Insurance Federation of Agricultural Cooperatives
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co

View all funds holding SPDR DJ Wilshire Large Cap