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FLEXSHARES TR MORNSTAR usmkt shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $508k 2.4k 212.88
2024-06-30 $476k 2.4k 199.83

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Northern Trust
Capstone Financial Advisors
SageView Advisory Group
Morgan Stanley
Commonwealth Equity Services
Envestnet Asset Management
RVW Wealth
Efficient Advisors
LPL Financial
_Sentinel Trust Company, LBA______________
Mml Investors Services
Strategic Blueprint
Cambridge Investment Research Advisors
CI Private Wealth
Wealthstream Advisors

View all funds holding FLEXSHARES TR MORNSTAR usmkt