| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 32 | Q3 2023 | 15.6% |
| ISHARES TR | 32 | Q3 2023 | 23.6% |
| ISHARES TR | 32 | Q3 2023 | 6.8% |
| APPLE INC COM | 32 | Q3 2023 | 4.7% |
| ISHARES TR | 32 | Q3 2023 | 7.7% |
| ISHARES INC | 32 | Q3 2023 | 5.1% |
| ISHARES TR | 32 | Q3 2023 | 5.9% |
| ISHARES TR | 32 | Q3 2023 | 5.3% |
| Ishares Tr Core Msci Eafe Etf | 32 | Q3 2023 | 9.5% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 2.5% |
View TRUE Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View TRUE Private Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.