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U.S. Bancorp shares owned by Great Waters Wealth Management

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Great Waters Wealth Management from 13F filings

Historical chart of Great Waters Wealth Management investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp held by Great Waters Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Bancorp by Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $509k 11k 44.70
2023-12-31 $497k 12k 42.75
2023-09-30 $366k 12k 31.86
2023-06-30 $386k 12k 33.04
2023-03-31 $389k 12k 33.52
2022-12-31 $568k 12k 49.15

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Real Est (DFGR)
UnitedHealth (UNH)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Great Waters Wealth Management

Top funds holding U.S. Bancorp

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
FMR
Charles Schwab Investment Management
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Viking Global Investors
Royal Bank of Canada
Northern Trust
T. Rowe Price Associates
Morgan Stanley
Davis Selected Advisers

View all funds holding U.S. Bancorp