BDFS Capital »

Ishares Tr usa min vo shares owned by BDFS Capital

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by BDFS Capital from 13F filings

Historical chart of BDFS Capital investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by BDFS Capital 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 Ishares Tr usa min vo by BDFS Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $259k 2.8k 94.15

More positions owned by BDFS Capital

First Tr Exchange-traded First Tr Enh New (FTSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
John Hancock Exchange Traded Preferred Income (JHPI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)

View all positions for BDFS Capital

Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
BlackRock
Pnc Financial Services
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo