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Ishares Tr usa min vo shares owned by LPF Advisors

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

Historical chart of LPF Advisors 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 LPF Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by LPF Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $791k 8.7k 91.31
2024-06-30 $698k 8.3k 83.96
2024-03-31 $511k 6.1k 83.58
2023-12-31 $516k 6.6k 78.03

More positions owned by LPF Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for LPF Advisors

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