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Ishares Tr msci usavalfct shares owned by Bristlecone Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Bristlecone Advisors from 13F filings

Historical chart of Bristlecone Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 103 109.05
2023-03-31 $9.5k 103 92.59

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Mercer Global Advisors
Bank of America Corporation
Envestnet Asset Management
BlackRock
BlackRock
Franklin Resources
Wharton Business Group
M^T Bank Corporation
Morgan Stanley
HPM Partners
Life Line Wealth Management
LPL Financial

View all funds holding Ishares Tr msci usavalfct