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Ishares Tr usa min vo shares owned by Strait & Sound Wealth Management

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

Historical chart of Strait & Sound 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 Strait & Sound Wealth Management 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 Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $524k 5.7k 91.31

More positions owned by Strait & Sound Wealth Management

RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Strait & Sound 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