Golden Bell Financial Planning »

Ishares Tr msci usavalfct shares owned by Golden Bell Financial Planning

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Golden Bell Financial Planning from 13F filings

Historical chart of Golden Bell Financial Planning investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Golden Bell Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usavalfct by Golden Bell Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 1.3k 199.81

More positions owned by Golden Bell Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Emerging Mkt Val (AVES)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Golden Bell Financial Planning

Top funds holding Ishares Tr msci usavalfct

Northwestern Mutual Wealth Management Company
Mason Investment Advisory Services
Matson Money
Bank of America Corporation
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Wharton Business Group
LPL Financial
Morgan Stanley
FMR
Wells Fargo & Company
Pnc Financial Services
Marks Wealth
Kathmere Capital Management

View all funds holding Ishares Tr msci usavalfct