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Ishares Tr usa min vo shares owned by Torrey-Payne Wealth Management

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

Historical chart of Torrey-Payne 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 Torrey-Payne 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 Torrey-Payne Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.2M 86k 95.52

More positions owned by Torrey-Payne Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Tema Etf Trust Electrification (VOLT)
Walt Disney Company (DIS)

View all positions for Torrey-Payne Wealth Management

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo