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Usaa Growth & Tax Strategy Fund shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Usaa Growth & Tax Strategy Fund (USBLX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Usaa Growth & Tax Strategy Fund

Tip: Access up to 7 years of quarterly data

All positions including Usaa Growth & Tax Strategy Fund held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Usaa Growth & Tax Strategy Fund by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 101k 25.15
2023-03-31 $2.8M 122k 23.07

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Apple (AAPL)
iShares Short Treasury Bond ETF Etf (SHV)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

Top funds holding Usaa Growth & Tax Strategy Fund

Ethos Financial Group
Tower Bridge Advisors
Dividend Growth Advisors
Mot

View all funds holding Usaa Growth & Tax Strategy Fund