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Pettinga Financial Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Pettinga Financial Advisors’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,300
Closed -$488K – 130
2024
Q4 		$488K Buy
+16,300
New +$488K 0.11% 84