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RBB shares owned by Planned Solutions

Quarter-by-quarter ownership of RBB (TMFG) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $67k 2.1k 31.72
2023-12-31 $59k 2.1k 27.82

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Vaneck Morningstar Wide Moat Etf Etf (MOAT)
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding RBB

Motley Fool Wealth Management
Caprock
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Jane Street
Creative Planning
Commonwealth Equity Services
Wedmont Private Capital
Advisor Group Holdings
9258 Wealth Management
Farther Finance Advisors
Arkadios Wealth Advisors
Mariner Wealth Advisors
Private Advisor
Patten

View all funds holding RBB