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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

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

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Quarterly reported holdings in Doubleline Total Etf etf by Essential Planning

Quarter filed Position value Share count Share price at filing
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

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Ibonds 23 Trm Ts

View all positions for Essential Planning

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Advisor Group Holdings
Wealth Enhancement Advisory Services
Tectonic Advisors
Bank of America Corporation
Capital Advisors
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Arden Trust
Janney Capital Management
Royal Bank of Canada
HighTower Advisors
Jane Street
Horizon Investments

View all funds holding Doubleline Total Etf etf