Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 35 | Q2 2024 | 15.6% |
ISHARES TR | 35 | Q2 2024 | 23.6% |
APPLE INC COM | 35 | Q2 2024 | 4.7% |
ISHARES TR | 35 | Q2 2024 | 6.8% |
ISHARES TR | 35 | Q2 2024 | 7.7% |
ISHARES TR | 35 | Q2 2024 | 5.3% |
ISHARES TR | 35 | Q2 2024 | 5.9% |
ISHARES INC | 35 | Q2 2024 | 5.1% |
Ishares Tr Core Msci Eafe Etf | 35 | Q2 2024 | 9.5% |
MICROSOFT CORP COM | 35 | Q2 2024 | 2.5% |
View TRUE Private Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-26 |
13F-HR | 2024-07-16 |
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 |
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.