Essential Planning »

Doubleline Total Etf etf shares owned by Essential Planning

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline Total Etf etf by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 84k 40.23
2023-06-30 $225k 5.6k 40.55
2023-03-31 $267k 6.5k 41.03
2022-12-31 $717k 18k 39.73

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Doubleline Total Etf etf

FMR
Morgan Stanley
Signature Estate and Investment Advisors
CWM
Envestnet Asset Management
LPL Financial
Tectonic Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Kestra Investment Management
Capital Advisors
Chevoit Value Management
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf