JFG Wealth Management »

Ishares Tr usa min vo shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management 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 JFG 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 Ishares Tr usa min vo by JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $791k 8.7k 91.31

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)

View all positions for JFG Wealth Management

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo