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American Centy Etf Tr Us Sml Cp Valu shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 132k 93.71
2023-12-31 $4.4M 49k 89.80
2023-09-30 $42k 544 77.95
2023-06-30 $42k 544 77.61

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Merriman Wealth Management
LPL Financial
Mason Investment Advisory Services
Morgan Stanley
Truepoint
Churchill Management Corp.
Buckingham Asset Management
Unison Advisors
Bank of America Corporation
3EDGE Asset Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Evensky & Katz
Honkamp Krueger Financial Services
UBS Group

View all funds holding American Centy Etf Tr Us Sml Cp Valu