SilverOak Wealth Management »

Doubleline Total Etf etf shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by SilverOak Wealth Management 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 SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $934k 23k 41.40
2024-06-30 $919k 23k 39.72
2024-03-31 $895k 22k 40.05
2023-12-31 $860k 21k 40.25

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
H.B. Fuller Company (FUL)
CMS Energy Corporation (CMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Morgan Stanley
Envestnet Asset Management
LPL Financial
Bank of America Corporation
Wealth Enhancement Advisory Services
Tectonic Advisors
Advisor Group Holdings
CWM
Capital Advisors
Wells Fargo & Company
Bank of New York Mellon
Kestra Investment Management
Arden Trust
Morling Financial Advisors

View all funds holding Doubleline Total Etf etf