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Ishares Tr usa min vo shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth 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 OMNI 360 Wealth 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 OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $483k 5.8k 83.58
2023-12-31 $641k 8.2k 78.03

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for OMNI 360 Wealth

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo