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Small Cap Value Admiral Shares shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Small Cap Value Admiral Shares (VSIAX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Small Cap Value Admiral Shares

Tip: Access up to 7 years of quarterly data

All positions including Small Cap Value Admiral Shares held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Value Admiral Shares by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $93k 1.2k 78.39
2024-03-31 $92k 1.2k 78.08
2023-12-31 $92k 1.2k 78.08

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Small Cap Value Admiral Shares

Silvercrest Asset Management Group
Fulton Bank, NA
First Merchants Bank, National Association
Redwood Wealth Management Group
Grey Fox Wealth Advisors
Arvest Trust
Arvest Trust Co N A
Alpine Bank Wealth Management
Tower Bridge Advisors
C.M. Bidwell & Associates
Financial Gravity Companies
Financial Gravity Wealth

View all funds holding Small Cap Value Admiral Shares