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Pimco Etf Tr 25yr+ zero u s shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Pimco Etf Tr 25yr+ zero u s (ZROZ) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Pimco Etf Tr 25yr+ zero u s

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 25yr+ zero u s held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr 25yr+ zero u s by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 15k 85.33

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Pimco Etf Tr 25yr+ zero u s

Bank of America Corporation
Flagship Harbor Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Stifel Financial
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
GenWealth Group
WCG Wealth Advisors
Citadel Advisors
Atlas Financial Advisors
Citizens Business Bank
Krilogy Financial
U.S. Capital Wealth Advisors
Goodman Advisory Group

View all funds holding Pimco Etf Tr 25yr+ zero u s