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SPDR DJ Wilshire Large Cap Value shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 4.6k 56.81

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Apple Stock (AAPL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Ishares S&p 100 Etf Etf (OEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Hanson McClain Advisors
Goldman Sachs Group
ValMark Advisers
Ameriprise Financial
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Willis Johnson & Associates
Advisory Alpha
Equitable Holdings
Wealth Enhancement Advisory Services
Vantagepoint Investment Advisers
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value