Truewealth
Latest statistics and disclosures from Truewealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KO, IVV, HD, AAPL, LMT, and represent 39.36% of Truewealth's stock portfolio.
- Added to shares of these 10 stocks: EFA, IVV, IEFA, VEA, BRK.B, LMT, ITOT, IFF, VWO, REET.
- Started 51 new stock positions in IYW, Callon Pete Co Del Com Stk, ARKK, IYT, RITM, NCLH, IHE, Gw Pharmaceuticals Plc ads, T Mobile Us Subsrts right 07/27/2020, FFBC.
- Reduced shares in these 10 stocks: ROL, SCZ, AAPL, SCHE, SPY, SCHD, VOO, SCHF, HD, IWM.
- Sold out of its positions in Aaron's, AL, ARE, AME, Aurora Cannabis Inc snc, Bio-key International, BYD, CELH, CNC, CHD.
- Truewealth was a net buyer of stock by $4.3M.
- Truewealth has $238M in assets under management (AUM), dropping by 15.85%.
- Central Index Key (CIK): 0001722092
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Portfolio Holdings for Truewealth
Truewealth holds 742 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Truewealth has 742 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Truewealth June 30, 2020 positions
- Download the Truewealth June 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 21.6 | $52M | 1.2M | 44.68 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 7.3 | $17M | +13% | 56k | 309.69 |
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| Home Depot (HD) | 3.8 | $9.0M | -3% | 36k | 250.51 |
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| Apple (AAPL) | 3.5 | $8.2M | -10% | 23k | 364.80 |
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| Lockheed Martin Corporation (LMT) | 3.3 | $7.8M | +17% | 21k | 364.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.0 | $7.2M | +34% | 126k | 57.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 2.9 | $6.8M | +100% | 112k | 60.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 2.3 | $5.5M | 49k | 112.61 |
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| Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) | 2.3 | $5.4M | +47% | 140k | 38.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $4.3M | -12% | 14k | 308.37 |
|
| Microsoft Corporation (MSFT) | 1.6 | $3.8M | +2% | 19k | 203.52 |
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| Amazon (AMZN) | 1.3 | $3.0M | -8% | 1.1k | 2758.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.6M | 38k | 68.30 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $2.5M | 21k | 118.22 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $2.3M | 14k | 171.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.2M | 22k | 99.60 |
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| Dominion Resources (D) | 0.9 | $2.1M | +13% | 25k | 81.17 |
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| At&t (T) | 0.9 | $2.0M | 67k | 30.23 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $2.0M | -7% | 43k | 47.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $2.0M | +29% | 51k | 39.62 |
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| 3M Company (MMM) | 0.8 | $2.0M | 13k | 156.01 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.9M | +51% | 28k | 69.45 |
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| Procter & Gamble Company (PG) | 0.8 | $1.8M | 15k | 119.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.8M | -3% | 12k | 145.69 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $1.7M | -18% | 56k | 29.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.6M | +14% | 34k | 47.61 |
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| Ishares Tr Global Reit Etf (REET) | 0.7 | $1.6M | +21% | 76k | 20.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | +2% | 9.9k | 156.51 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $1.5M | +2% | 11k | 143.05 |
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| United Parcel Service CL B (UPS) | 0.6 | $1.4M | 13k | 111.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.4M | NEW | 7.9k | 178.47 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | 15k | 94.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.2M | -19% | 8.7k | 143.19 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $1.2M | -15% | 14k | 88.32 |
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| Gilead Sciences (GILD) | 0.5 | $1.2M | 16k | 76.92 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.2M | 8.5k | 140.58 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.5 | $1.2M | 20k | 57.71 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $1.1M | -6% | 12k | 95.17 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.0M | +27% | 5.3k | 192.03 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $974k | +23% | 9.0k | 107.83 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $960k | -40% | 39k | 24.36 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $957k | +36% | 8.3k | 115.44 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $953k | 16k | 60.02 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.4 | $935k | -5% | 24k | 39.02 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $923k | 13k | 73.48 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $881k | +3% | 11k | 83.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $878k | 621.00 | 1413.85 |
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| McDonald's Corporation (MCD) | 0.4 | $861k | -4% | 4.7k | 184.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $837k | +2% | 3.4k | 247.63 |
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| Facebook Cl A (META) | 0.3 | $824k | 3.6k | 227.19 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $783k | 4.8k | 163.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $769k | 542.00 | 1418.82 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $762k | 6.5k | 117.19 |
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| Disney Walt Com Disney (DIS) | 0.3 | $761k | -4% | 6.8k | 111.53 |
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| Bank of America Corporation (BAC) | 0.3 | $707k | 30k | 23.76 |
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| CSX Corporation (CSX) | 0.3 | $696k | 10k | 69.70 |
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| Verizon Communications (VZ) | 0.3 | $678k | 12k | 55.13 |
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| Southern Company (SO) | 0.3 | $672k | +3% | 13k | 51.83 |
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| Wal-Mart Stores (WMT) | 0.3 | $613k | +2% | 5.1k | 119.73 |
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| Pepsi (PEP) | 0.3 | $610k | -6% | 4.6k | 132.21 |
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| Costco Wholesale Corporation (COST) | 0.2 | $590k | 1.9k | 303.19 |
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| International Flavors & Fragrances (IFF) | 0.2 | $582k | NEW | 4.8k | 122.53 |
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| Cisco Systems (CSCO) | 0.2 | $579k | 12k | 46.63 |
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| Visa Com Cl A (V) | 0.2 | $567k | -9% | 2.9k | 193.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $559k | -5% | 2.6k | 214.75 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $553k | 4.1k | 134.58 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $553k | 7.5k | 74.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $552k | +2% | 7.0k | 78.72 |
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| Netflix (NFLX) | 0.2 | $546k | 1.2k | 455.38 |
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| Brixmor Prty (BRX) | 0.2 | $535k | 42k | 12.82 |
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| Honeywell International (HON) | 0.2 | $501k | 3.5k | 144.55 |
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| Fortune Brands (FBIN) | 0.2 | $499k | 7.8k | 63.91 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $472k | +3% | 11k | 44.74 |
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| Intel Corporation (INTC) | 0.2 | $470k | 7.8k | 59.89 |
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| Union Pacific Corporation (UNP) | 0.2 | $457k | 2.7k | 169.07 |
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| Amgen (AMGN) | 0.2 | $433k | 1.8k | 235.97 |
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| Monster Beverage Corp (MNST) | 0.2 | $432k | 6.2k | 69.24 |
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| UnitedHealth (UNH) | 0.2 | $431k | -15% | 1.5k | 294.80 |
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| Nike CL B (NKE) | 0.2 | $406k | 4.1k | 97.95 |
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| Paypal Holdings (PYPL) | 0.2 | $404k | 2.3k | 174.06 |
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| Truist Financial Corp equities (TFC) | 0.2 | $397k | -4% | 11k | 37.55 |
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| Shopify Cl A (SHOP) | 0.2 | $392k | +6% | 413.00 | 949.15 |
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| Merck & Co (MRK) | 0.2 | $392k | -8% | 5.1k | 77.36 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $388k | 1.3k | 295.73 |
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| Tesla Motors (TSLA) | 0.2 | $378k | -10% | 350.00 | 1080.00 |
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| Boeing Company (BA) | 0.2 | $374k | +2% | 2.0k | 183.42 |
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| Medtronic SHS (MDT) | 0.2 | $372k | -6% | 4.1k | 91.63 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $359k | 4.9k | 73.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $350k | -57% | 1.2k | 283.63 |
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| Waste Management (WM) | 0.1 | $345k | 3.3k | 105.76 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $343k | 6.2k | 55.64 |
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| TJX Companies (TJX) | 0.1 | $342k | +11% | 6.8k | 50.56 |
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| Oracle Corporation (ORCL) | 0.1 | $336k | 6.1k | 55.29 |
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| Chevron Corporation (CVX) | 0.1 | $326k | -9% | 3.7k | 89.24 |
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| Pfizer (PFE) | 0.1 | $317k | +3% | 9.7k | 32.68 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $313k | +4% | 1.0k | 307.77 |
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| Ishares Tr Sh Tr Crport Etf (IGSB) | 0.1 | $313k | -38% | 5.7k | 54.71 |
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| Illinois Tool Works (ITW) | 0.1 | $309k | 1.8k | 174.77 |
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| Wells Fargo & Company (WFC) | 0.1 | $308k | -5% | 12k | 25.56 |
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| American Express Company (AXP) | 0.1 | $295k | 3.1k | 95.13 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $286k | -80% | 5.3k | 53.57 |
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| W.W. Grainger (GWW) | 0.1 | $286k | 910.00 | 314.29 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $285k | -5% | 3.6k | 78.69 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $285k | 4.4k | 65.49 |
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| Global Payments (GPN) | 0.1 | $276k | 1.6k | 169.53 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $275k | -16% | 1.3k | 215.86 |
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| Preferred Apartment Communitie | 0.1 | $266k | 35k | 7.60 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $266k | -29% | 612.00 | 434.64 |
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| Colgate-Palmolive Company (CL) | 0.1 | $261k | 3.6k | 73.36 |
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| American Water Works (AWK) | 0.1 | $260k | 2.0k | 128.90 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $258k | 3.3k | 78.44 |
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| Comfort Systems USA (FIX) | 0.1 | $257k | 6.3k | 40.70 |
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| Morgan Stanley Com New (MS) | 0.1 | $242k | 5.0k | 48.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $240k | 2.2k | 106.76 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $231k | 1.6k | 141.54 |
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| American Tower Reit (AMT) | 0.1 | $228k | 881.00 | 258.80 |
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| Eli Lilly & Co. (LLY) | 0.1 | $226k | 1.4k | 164.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $219k | 4.1k | 53.52 |
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| Alleghany Corporation | 0.1 | $213k | 435.00 | 489.66 |
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| Norfolk Southern (NSC) | 0.1 | $213k | 1.2k | 175.45 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $211k | NEW | 3.7k | 56.31 |
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| CenturyLink | 0.1 | $210k | 21k | 10.03 |
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| First Tr Bick Index Com Shs | 0.1 | $210k | 8.0k | 26.28 |
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| Allstate Corporation (ALL) | 0.1 | $210k | 2.2k | 96.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $210k | 1.2k | 177.97 |
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| International Business Machines (IBM) | 0.1 | $209k | -27% | 1.7k | 120.88 |
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| Servicenow (NOW) | 0.1 | $207k | 512.00 | 404.30 |
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| S&p Global (SPGI) | 0.1 | $206k | 626.00 | 329.07 |
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| American Electric Power Company (AEP) | 0.1 | $204k | 2.6k | 79.50 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $203k | NEW | 4.2k | 48.13 |
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| Rollins (ROL) | 0.1 | $200k | -94% | 4.7k | 42.46 |
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| Baxter International (BAX) | 0.1 | $197k | 2.3k | 85.91 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $196k | 5.4k | 36.30 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $196k | 1.6k | 122.96 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $194k | 1.8k | 108.02 |
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| Yum! Brands (YUM) | 0.1 | $193k | 2.2k | 86.78 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $190k | -35% | 4.7k | 40.07 |
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| Lowe's Companies (LOW) | 0.1 | $189k | -3% | 1.4k | 134.81 |
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| Equifax (EFX) | 0.1 | $187k | 1.1k | 172.19 |
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| Sun Life Financial (SLF) | 0.1 | $186k | 5.1k | 36.83 |
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| Hd Supply | 0.1 | $180k | -14% | 5.2k | 34.61 |
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| AFLAC Incorporated (AFL) | 0.1 | $176k | 4.9k | 36.10 |
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| Ishares Tr Msci Min Vol Etf (USMV) | 0.1 | $174k | 2.9k | 60.48 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $173k | 3.2k | 54.39 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $172k | 3.4k | 51.05 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $171k | NEW | 635.00 | 269.29 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $171k | +2% | 1.3k | 127.14 |
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| Aon Shs Cl A (AON) | 0.1 | $170k | NEW | 884.00 | 192.31 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $170k | +4% | 1.1k | 157.70 |
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| Philip Morris International (PM) | 0.1 | $169k | 2.4k | 69.86 |
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| Danaher Corporation (DHR) | 0.1 | $168k | 949.00 | 177.03 |
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| salesforce (CRM) | 0.1 | $167k | 894.00 | 186.80 |
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| Abbvie (ABBV) | 0.1 | $166k | +12% | 1.7k | 98.22 |
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| Enbridge (ENB) | 0.1 | $165k | 5.4k | 30.42 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $164k | 3.3k | 49.64 |
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| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.1 | $160k | 3.1k | 51.61 |
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| Hershey Company (HSY) | 0.1 | $157k | 1.2k | 129.54 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $156k | +145% | 531.00 | 293.79 |
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| Marriott Intl Cl A (MAR) | 0.1 | $153k | +5% | 1.8k | 85.62 |
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| Caterpillar (CAT) | 0.1 | $153k | 1.2k | 126.13 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $153k | NEW | 2.5k | 61.57 |
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| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.1 | $151k | -10% | 5.5k | 27.61 |
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| Travelers Companies (TRV) | 0.1 | $150k | -14% | 1.3k | 114.16 |
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| Intuit (INTU) | 0.1 | $149k | 504.00 | 295.63 |
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| Wix SHS (WIX) | 0.1 | $147k | +72% | 573.00 | 256.54 |
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| Bristol Myers Squibb (BMY) | 0.1 | $146k | 2.5k | 58.94 |
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| Altria (MO) | 0.1 | $146k | 3.7k | 39.15 |
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| Service Corporation International (SCI) | 0.1 | $146k | 3.7k | 39.00 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $139k | 2.7k | 52.41 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $138k | -18% | 1.6k | 86.85 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $138k | -3% | 3.1k | 44.69 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $137k | +121% | 2.0k | 68.67 |
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| Automatic Data Processing (ADP) | 0.1 | $135k | -6% | 907.00 | 148.84 |
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| Edwards Lifesciences (EW) | 0.1 | $135k | +200% | 2.0k | 69.12 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $134k | 1.1k | 118.06 |
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| Stryker Corporation (SYK) | 0.1 | $134k | -2% | 745.00 | 179.87 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $131k | +19% | 1.3k | 97.69 |
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| stock | 0.1 | $128k | 646.00 | 198.14 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $127k | 6.2k | 20.57 |
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| Abbott Laboratories (ABT) | 0.1 | $127k | 1.4k | 91.24 |
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| MercadoLibre (MELI) | 0.1 | $126k | 128.00 | 984.38 |
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| Chubb (CB) | 0.1 | $125k | -17% | 990.00 | 126.26 |
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| General Mills (GIS) | 0.1 | $123k | 2.0k | 61.50 |
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| Baidu Spon Adr Rep A (BIDU) | 0.0 | $118k | -23% | 987.00 | 119.55 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $118k | 990.00 | 119.19 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $117k | -5% | 322.00 | 363.35 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $117k | 1.1k | 110.69 |
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| Equinix (EQIX) | 0.0 | $116k | 165.00 | 703.03 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $116k | +9% | 1.1k | 101.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $115k | +9% | 569.00 | 202.11 |
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| Pagseguro Digital Com Cl A (PAGS) | 0.0 | $113k | +128% | 3.2k | 35.31 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $113k | -36% | 1.7k | 65.20 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $112k | -30% | 1.1k | 104.19 |
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| Western Union Company (WU) | 0.0 | $110k | 5.1k | 21.67 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $110k | 1.4k | 79.83 |
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| Yum China Holdings (YUMC) | 0.0 | $108k | 2.2k | 48.13 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $106k | 356.00 | 297.75 |
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| Phillips 66 (PSX) | 0.0 | $106k | -6% | 1.5k | 71.67 |
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| Stoneco Com Cl A (STNE) | 0.0 | $105k | +162% | 2.7k | 38.89 |
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| Royal Dutch Shell Spons Adr A | 0.0 | $105k | +33% | 3.2k | 32.81 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $102k | 1.2k | 83.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $102k | 609.00 | 167.49 |
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| Yandex N V Shs Class A (YNDX) | 0.0 | $100k | +100% | 2.0k | 50.00 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $99k | -3% | 1.3k | 73.99 |
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| Public Storage (PSA) | 0.0 | $98k | 509.00 | 192.53 |
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| Emerson Electric (EMR) | 0.0 | $96k | 1.5k | 62.06 |
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| Starbucks Corporation (SBUX) | 0.0 | $94k | -21% | 1.3k | 73.55 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $91k | 1.1k | 80.96 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $89k | 545.00 | 163.30 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $88k | 924.00 | 95.24 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $87k | 1.1k | 79.09 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $86k | 1.9k | 44.33 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $86k | 795.00 | 108.18 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $84k | 623.00 | 134.83 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $83k | 2.4k | 34.95 |
|
|
| Republic Services (RSG) | 0.0 | $83k | 1.0k | 81.77 |
|
|
| Copart (CPRT) | 0.0 | $82k | 980.00 | 83.67 |
|
|
| Deere & Company (DE) | 0.0 | $82k | +2% | 523.00 | 156.79 |
|
| IAC/InterActive | 0.0 | $82k | 253.00 | 324.11 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $81k | +4% | 2.0k | 39.78 |
|
| Ross Stores (ROST) | 0.0 | $81k | +46% | 944.00 | 85.81 |
|
| Edison International (EIX) | 0.0 | $81k | 1.5k | 54.00 |
|
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $80k | 1.5k | 53.02 |
|
|
| Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) | 0.0 | $78k | 1.6k | 49.84 |
|
|
| Target Corporation (TGT) | 0.0 | $77k | -23% | 642.00 | 119.94 |
|
| BlackRock (BLK) | 0.0 | $77k | +23% | 141.00 | 546.10 |
|
| V.F. Corporation (VFC) | 0.0 | $76k | 1.3k | 60.65 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $74k | -20% | 1.1k | 65.03 |
|
| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 0.0 | $74k | 2.5k | 29.84 |
|
|
| Jd.com Spon Adr Cl A (JD) | 0.0 | $73k | 1.2k | 60.23 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $72k | -5% | 3.1k | 23.33 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $72k | -4% | 722.00 | 99.72 |
|
| Corning Incorporated (GLW) | 0.0 | $69k | 2.6k | 26.09 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $69k | -5% | 1.8k | 38.87 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $68k | 245.00 | 277.55 |
|
|
| Sea Sponsored Ads (SE) | 0.0 | $68k | NEW | 630.00 | 107.94 |
|
| Ssga Active Etf Tr Blkstn Gsosrln (SRLN) | 0.0 | $68k | 1.6k | 43.62 |
|
|
| Moody's Corporation (MCO) | 0.0 | $68k | 248.00 | 274.19 |
|
|
| Waters Corporation (WAT) | 0.0 | $67k | 370.00 | 181.08 |
|
|
| Booking Holdings (BKNG) | 0.0 | $67k | -6% | 42.00 | 1595.24 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $67k | -57% | 2.4k | 28.23 |
|
| Zoetis Cl A (ZTS) | 0.0 | $66k | -51% | 480.00 | 137.50 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $65k | -54% | 170.00 | 382.35 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $64k | 2.0k | 31.51 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $64k | 312.00 | 205.13 |
|
|
| McKesson Corporation (MCK) | 0.0 | $64k | 417.00 | 153.48 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $63k | 380.00 | 165.79 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $63k | -4% | 1.7k | 37.15 |
|
| ConocoPhillips (COP) | 0.0 | $62k | 1.5k | 42.29 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $62k | 1.2k | 50.32 |
|
Past Filings by Truewealth
SEC 13F filings are viewable for Truewealth going back to 2017
- Truewealth 2020 Q2 filed July 15, 2020
- Truewealth 2020 Q1 filed April 13, 2020
- Truewealth 2019 Q4 filed Jan. 22, 2020
- Truewealth 2019 Q3 filed Oct. 10, 2019
- Truewealth 2019 Q2 filed July 10, 2019
- Truewealth 2019 Q1 filed April 24, 2019
- Truewealth 2018 Q4 filed Jan. 18, 2019
- Truewealth 2018 Q3 filed Oct. 16, 2018
- Truewealth 2018 Q2 filed July 13, 2018
- Truewealth 2018 Q1 filed April 30, 2018
- Truewealth 2017 Q4 filed Feb. 13, 2018