$703 Million is the total value of TRUE Private Wealth Advisors's 268 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 28.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES CORE S P TOTAL U.S. STOCK MARKET ETFcore s&p ttl stk | $67,508,000 | +12.4% | 631,037 | +3.4% | 9.61% | +9.9% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFcore msci total | $52,229,000 | +0.5% | 736,242 | +0.5% | 7.43% | -1.8% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $37,669,000 | +9.8% | 224,317 | +2.4% | 5.36% | +7.4% |
| AAPL | Buy | APPLE INC COM | $30,320,000 | +25.9% | 170,754 | +0.3% | 4.32% | +23.1% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFmsci usa min vol | $25,656,000 | +12.8% | 317,135 | +2.5% | 3.65% | +10.3% |
| IJR | Buy | ISHARES S P SMALL CAP FUNDcore s&p scp etf | $21,102,000 | +6.9% | 184,287 | +1.9% | 3.00% | +4.5% |
| IJH | Buy | ISHARES S P MIDCAP FUNDcore s&p mcp etf | $20,028,000 | +9.9% | 70,751 | +2.1% | 2.85% | +7.4% |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUNDenhan shrt ma ac | $17,801,000 | -0.2% | 175,280 | +0.1% | 2.53% | -2.5% |
| MSFT | Buy | MICROSOFT CORP COM | $17,174,000 | +21.3% | 51,065 | +1.6% | 2.44% | +18.6% |
| AMZN | Buy | AMAZON COM INC COM | $8,629,000 | +5.4% | 2,588 | +3.9% | 1.23% | +3.1% |
| QQQ | Buy | INVESCO QQQ TRUSTunit ser 1 | $6,781,000 | +27.9% | 17,044 | +15.2% | 0.96% | +25.2% |
| BSV | Buy | VANGUARD SHORT TERM BOND INDEX FUNDshort trm bond | $5,228,000 | +18.7% | 64,689 | +20.3% | 0.74% | +16.1% |
| ABBV | Buy | ABBVIE INC COM | $5,157,000 | +33.8% | 38,087 | +6.6% | 0.73% | +30.8% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Acap stk cl a | $4,884,000 | +9.9% | 1,686 | +1.4% | 0.70% | +7.4% |
| JPM | Buy | JPMORGAN CHASE CO COM | $4,854,000 | -0.9% | 30,656 | +2.4% | 0.69% | -3.1% |
| TECL | Buy | DIREXION DAILY TECHNOLOGY BULL 3X SHARESdly tech bull 3x | $4,793,000 | +68.1% | 55,592 | +10.4% | 0.68% | +64.3% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFesg awr msci usa | $4,511,000 | +12.3% | 41,812 | +2.5% | 0.64% | +9.9% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $4,385,000 | +28.3% | 7,725 | +1.6% | 0.62% | +25.6% |
| IVV | Buy | ISHARES CORE S P 500 ETFcore s&p500 etf | $4,249,000 | +24.8% | 8,909 | +12.7% | 0.60% | +22.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $4,119,000 | +14.0% | 13,776 | +4.0% | 0.59% | +11.4% |
| NKE | Buy | NIKE INC CL Bcl b | $3,811,000 | +15.9% | 22,869 | +1.2% | 0.54% | +13.4% |
| LQD | Buy | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $3,804,000 | +1.1% | 28,705 | +1.4% | 0.54% | -1.3% |
| UMPQ | Buy | UMPQUA HLDGS CORP COM | $3,563,000 | -4.0% | 185,201 | +1.0% | 0.51% | -6.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COM | $3,380,000 | +0.5% | 39,283 | +0.4% | 0.48% | -1.6% |
| MBB | Buy | ISHARES MBS ETFmbs etf | $3,339,000 | +9.9% | 31,088 | +10.6% | 0.48% | +7.5% |
| EMR | Buy | EMERSON ELEC CO COM | $3,330,000 | -0.6% | 35,821 | +0.7% | 0.47% | -2.7% |
| VCIT | Buy | VANGUARD INTERMEDIATE TERM CORPORATE BOND ETFint-term corp | $3,298,000 | +8.6% | 35,557 | +10.5% | 0.47% | +6.1% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr | $3,277,000 | +21.2% | 16,029 | +6.4% | 0.47% | +18.6% |
| GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRsponsored adr | $3,139,000 | +16.5% | 71,183 | +1.0% | 0.45% | +14.0% |
| JNJ | Buy | JOHNSON JOHNSON COM | $3,099,000 | +8.3% | 18,116 | +2.2% | 0.44% | +6.0% |
| LLY | Buy | LILLY ELI CO COM | $3,057,000 | +19.7% | 11,067 | +0.1% | 0.44% | +16.9% |
| USB | Buy | US BANCORP DEL COM NEW | $3,059,000 | -5.6% | 54,466 | +0.7% | 0.44% | -7.8% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDfinancial | $3,041,000 | +9.1% | 77,888 | +4.8% | 0.43% | +6.7% |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFcore total usd | $3,028,000 | +4.3% | 57,211 | +4.9% | 0.43% | +1.9% |
| EMN | Buy | EASTMAN CHEM CO COM | $2,965,000 | +20.2% | 24,527 | +0.8% | 0.42% | +17.5% |
| NVDA | Buy | NVIDIA CORPORATION COM | $2,930,000 | +55.8% | 9,963 | +9.7% | 0.42% | +52.2% |
| XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | $2,894,000 | +3.4% | 37,260 | +6.6% | 0.41% | +1.2% |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFesg awr msci em | $2,799,000 | -3.4% | 70,435 | +0.7% | 0.40% | -5.7% |
| AOR | Buy | ISHARES GROWTH ALLOCATION FUNDgrwt allocat etf | $2,466,000 | +37.1% | 43,207 | +33.2% | 0.35% | +34.0% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDsbi int-inds | $2,200,000 | +11.1% | 20,797 | +2.7% | 0.31% | +8.7% |
| CRM | Buy | SALESFORCE COM INC COM | $2,011,000 | -3.6% | 7,917 | +2.9% | 0.29% | -5.9% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $1,990,000 | +145.1% | 16,235 | +129.2% | 0.28% | +139.8% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $1,868,000 | +25.0% | 16,068 | +24.9% | 0.27% | +22.6% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFeafe value etf | $1,866,000 | +2.6% | 37,040 | +3.5% | 0.27% | +0.4% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFeafe grwth etf | $1,828,000 | +8.0% | 16,575 | +4.3% | 0.26% | +5.7% |
| IVE | Buy | ISHARES S P 500 VALUE ETFs&p 500 val etf | $1,799,000 | +11.3% | 11,488 | +3.4% | 0.26% | +8.9% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFus treas bd etf | $1,771,000 | +4.9% | 66,394 | +4.3% | 0.25% | +2.4% |
| FTNT | Buy | FORTINET INC COM | $1,541,000 | +23.6% | 4,289 | +0.4% | 0.22% | +21.0% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et | $1,497,000 | +7.7% | 13,126 | +8.4% | 0.21% | +5.4% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDdiv app etf | $1,376,000 | +16.8% | 8,014 | +4.5% | 0.20% | +14.6% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDtechnology | $1,355,000 | +51.6% | 7,795 | +30.2% | 0.19% | +48.5% |
| FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFfaln angls usd | $1,340,000 | +105.2% | 44,737 | +106.0% | 0.19% | +101.1% |
| DIS | Buy | DISNEY WALT CO COM | $1,296,000 | -4.8% | 8,371 | +3.9% | 0.18% | -7.1% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $1,245,000 | +239.2% | 11,113 | +212.4% | 0.18% | +234.0% |
| WFC | Buy | WELLS FARGO CO NEW COM | $1,235,000 | +11.0% | 25,745 | +7.3% | 0.18% | +8.6% |
| PM | Buy | PHILIP MORRIS INTL INC COM | $1,170,000 | -0.8% | 12,323 | +0.2% | 0.17% | -2.9% |
| TQQQ | Buy | PROSHARES ULTRAPRO QQQultrapro qqq | $1,113,000 | +40.7% | 6,692 | +5.3% | 0.16% | +37.4% |
| RPG | Buy | INVESCO S P 500 PURE GROWTH ETFs&p500 pur gwt | $1,038,000 | +369.7% | 4,925 | +328.3% | 0.15% | +362.5% |
| Buy | DUTCH BROS INC CL Acl a | $976,000 | +64.3% | 19,189 | +39.9% | 0.14% | +61.6% | |
| NFLX | Buy | NETFLIX INC COM | $944,000 | +4.9% | 1,567 | +6.2% | 0.13% | +2.3% |
| XSD | New | SPDR S P SEMICONDUCTOR ETFs&p semicndctr | $927,000 | – | 3,813 | +100.0% | 0.13% | – |
| GLD | Buy | SPDR GOLD SHARES | $931,000 | +4.5% | 5,450 | +0.4% | 0.13% | +1.5% |
| CMCSA | Buy | COMCAST CORP NEW CL Acl a | $864,000 | -4.0% | 17,170 | +6.7% | 0.12% | -6.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $864,000 | +9.6% | 6,471 | +14.0% | 0.12% | +7.0% |
| LOW | Buy | LOWES COS INC COM | $863,000 | +44.3% | 3,341 | +13.3% | 0.12% | +41.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $840,000 | +38.4% | 1,674 | +7.7% | 0.12% | +36.4% |
| INTC | Buy | INTEL CORP COM | $817,000 | -0.7% | 15,876 | +2.8% | 0.12% | -3.3% |
| AMAT | Buy | APPLIED MATLS INC COM | $800,000 | +47.1% | 5,088 | +20.2% | 0.11% | +44.3% |
| F | Buy | FORD MTR CO DEL COM | $804,000 | +48.9% | 38,737 | +1.4% | 0.11% | +44.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM | $782,000 | +20.7% | 1,173 | +3.3% | 0.11% | +18.1% |
| ICF | New | ISHARES COHEN STEERS REIT ETFcohen steer reit | $780,000 | – | 10,255 | +100.0% | 0.11% | – |
| MS | Buy | MORGAN STANLEY COM NEW | $776,000 | +2.0% | 7,913 | +1.1% | 0.11% | -0.9% |
| HON | Buy | HONEYWELL INTL INC COM | $725,000 | +11.5% | 3,479 | +13.5% | 0.10% | +8.4% |
| VAW | Buy | VANGUARD MATERIALS INDEX FUNDmaterials etf | $715,000 | +15.9% | 3,635 | +2.5% | 0.10% | +13.3% |
| MCD | Buy | MCDONALDS CORP COM | $694,000 | +49.9% | 2,589 | +34.7% | 0.10% | +47.8% |
| MRK | Buy | MERCK CO INC COM | $667,000 | +11.0% | 8,704 | +9.6% | 0.10% | +9.2% |
| AOA | New | ISHARES CORE AGGRESSIVE ALLOCATION ETFaggres alloc etf | $661,000 | – | 9,078 | +100.0% | 0.09% | – |
| MO | Buy | ALTRIA GROUP INC COM | $656,000 | +2.5% | 13,853 | +0.5% | 0.09% | 0.0% |
| LQDH | Buy | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETFint rt hdg c b | $598,000 | +27.0% | 6,249 | +26.9% | 0.08% | +23.2% |
| IRM | Buy | IRON MTN INC NEW COM | $595,000 | +19.0% | 11,370 | +0.0% | 0.08% | +16.4% |
| C | Buy | CITIGROUP INC COM NEW | $593,000 | -8.6% | 9,833 | +6.3% | 0.08% | -10.6% |
| SNAP | Buy | SNAP INC CL Acl a | $577,000 | -13.6% | 12,272 | +35.6% | 0.08% | -15.5% |
| TGT | Buy | TARGET CORP COM | $565,000 | +19.5% | 2,442 | +18.0% | 0.08% | +15.9% |
| WY | Buy | WEYERHAEUSER CO MTN BE COM NEW | $536,000 | +16.8% | 13,035 | +1.0% | 0.08% | +13.4% |
| TMV | Buy | DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES ETF20yr tres bear | $521,000 | +9.9% | 9,580 | +25.7% | 0.07% | +7.2% |
| INTU | Buy | INTUIT COM | $508,000 | +21.0% | 791 | +1.5% | 0.07% | +18.0% |
| ERX | Buy | DIREXION DAILY ENERGY BULL 2X SHARESdly enrgy bull2x | $488,000 | +85.6% | 16,491 | +63.5% | 0.07% | +81.6% |
| SPY | Buy | SPDR S P 500 ETFtr unit | $479,000 | +105.6% | 1,010 | +86.7% | 0.07% | +100.0% |
| SPXL | New | DIREXION DAILY S P 500 BULL 3X SHARESdrx s&p500bull | $481,000 | – | 3,354 | +100.0% | 0.07% | – |
| LPX | New | LOUISIANA PAC CORP COM | $466,000 | – | 5,953 | +100.0% | 0.07% | – |
| MRVL | Buy | MARVELL TECHNOLOGY INC COM | $442,000 | +57.9% | 5,062 | +9.0% | 0.06% | +53.7% |
| SQ | Buy | BLOCK INC CL Acl a | $420,000 | -19.7% | 2,602 | +19.1% | 0.06% | -21.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEW | $415,000 | +17.6% | 1,157 | +225.0% | 0.06% | +15.7% |
| MU | Buy | MICRON TECHNOLOGY INC COM | $398,000 | +40.6% | 4,272 | +7.0% | 0.06% | +39.0% |
| MDLZ | Buy | MONDELEZ INTL INC CL Acl a | $401,000 | +14.9% | 6,055 | +1.5% | 0.06% | +11.8% |
| DE | Buy | DEERE CO COM | $383,000 | +7.9% | 1,119 | +5.7% | 0.06% | +5.8% |
| CF | Buy | CF INDS HLDGS INC COM | $382,000 | +27.8% | 5,410 | +0.9% | 0.05% | +22.7% |
| OSTK | Buy | OVERSTOCK COM INC DEL COM | $377,000 | -22.6% | 6,400 | +2.4% | 0.05% | -23.9% |
| KR | New | KROGER CO COM | $367,000 | – | 8,116 | +100.0% | 0.05% | – |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COM | $361,000 | +21.1% | 1,916 | +8.5% | 0.05% | +18.6% |
| NOW | Buy | SERVICENOW INC COM | $323,000 | +46.2% | 499 | +40.2% | 0.05% | +43.8% |
| EAGG | New | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFesg awr us agrgt | $320,000 | – | 5,814 | +100.0% | 0.05% | – |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDsbi cons stpls | $314,000 | +12.9% | 4,075 | +0.6% | 0.04% | +12.5% |
| UNP | New | UNION PAC CORP COM | $306,000 | – | 1,215 | +100.0% | 0.04% | – |
| AOM | Buy | ISHARES MODERATE ALLOCATION FUNDmodert alloc etf | $302,000 | +8.6% | 6,642 | +6.6% | 0.04% | +7.5% |
| WM | Buy | WASTE MGMT INC DEL COM | $303,000 | +29.5% | 1,820 | +16.0% | 0.04% | +26.5% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $300,000 | +17.2% | 5,408 | +5.9% | 0.04% | +16.2% |
| MA | Buy | MASTERCARD INCORPORATED CL Acl a | $296,000 | +21.8% | 826 | +18.2% | 0.04% | +20.0% |
| ESS | Buy | ESSEX PPTY TR INC COM | $288,000 | +10.3% | 818 | +0.7% | 0.04% | +7.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW COM | $289,000 | +19.9% | 990 | +9.4% | 0.04% | +17.1% |
| SO | Buy | SOUTHERN CO COM | $280,000 | +29.6% | 4,096 | +17.0% | 0.04% | +29.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COM | $278,000 | +39.0% | 1,350 | +10.6% | 0.04% | +37.9% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COM | $269,000 | – | 1,967 | +100.0% | 0.04% | – |
| MSI | New | MOTOROLA SOLUTIONS INC COM NEW | $267,000 | – | 985 | +100.0% | 0.04% | – |
| LUV | New | SOUTHWEST AIRLS CO COM | $269,000 | – | 6,287 | +100.0% | 0.04% | – |
| TXN | New | TEXAS INSTRS INC COM | $267,000 | – | 1,419 | +100.0% | 0.04% | – |
| AON | Buy | AON PLC SHS CL A | $261,000 | +24.3% | 868 | +18.1% | 0.04% | +19.4% |
| HPQ | New | HP INC COM | $258,000 | – | 6,858 | +100.0% | 0.04% | – |
| XYL | Buy | XYLEM INC COM | $254,000 | +5.4% | 2,123 | +8.6% | 0.04% | +2.9% |
| AVGO | New | BROADCOM INC COM | $250,000 | – | 377 | +100.0% | 0.04% | – |
| DHR | New | DANAHER CORPORATION COM | $247,000 | – | 753 | +100.0% | 0.04% | – |
| TT | Buy | TRANE TECHNOLOGIES PLC SHS | $247,000 | +22.3% | 1,225 | +4.4% | 0.04% | +20.7% |
| DTD | Buy | WISDOMTREE U.S. TOTAL DIVIDEND FUNDus total dividnd | $245,000 | +10.4% | 3,786 | +100.0% | 0.04% | +9.4% |
| LAND | New | GLADSTONE LD CORP COM | $243,000 | – | 7,200 | +100.0% | 0.04% | – |
| EL | New | LAUDER ESTEE COS INC CL Acl a | $236,000 | – | 638 | +100.0% | 0.03% | – |
| AMLP | Buy | ALERIAN MLP ETFalerian mlp | $235,000 | +0.4% | 7,183 | +1.9% | 0.03% | -2.9% |
| ECL | New | ECOLAB INC COM | $229,000 | – | 977 | +100.0% | 0.03% | – |
| ALK | New | ALASKA AIR GROUP INC COM | $227,000 | – | 4,373 | +100.0% | 0.03% | – |
| BDX | New | BECTON DICKINSON CO COM | $225,000 | – | 895 | +100.0% | 0.03% | – |
| NEE | New | NEXTERA ENERGY INC COM | $226,000 | – | 2,428 | +100.0% | 0.03% | – |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFvg tl intl stk f | $224,000 | +3.2% | 3,535 | +2.9% | 0.03% | 0.0% |
| ITW | New | ILLINOIS TOOL WKS INC COM | $226,000 | – | 918 | +100.0% | 0.03% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC COM | $227,000 | – | 322 | +100.0% | 0.03% | – |
| DUK | New | DUKE ENERGY CORP NEW COM NEW | $217,000 | – | 2,071 | +100.0% | 0.03% | – |
| STIP | Buy | ISHARES 0 5 YEAR TIPS BOND ETF0-5 yr tips etf | $220,000 | +1.4% | 2,085 | +1.1% | 0.03% | -3.1% |
| DOV | New | DOVER CORP COM | $212,000 | – | 1,170 | +100.0% | 0.03% | – |
| IYR | New | ISHARES U.S. REAL ESTATE ETFu.s. real es etf | $208,000 | – | 1,793 | +100.0% | 0.03% | – |
| LSI | New | LIFE STORAGE INC COM | $206,000 | – | 1,350 | +100.0% | 0.03% | – |
| TJX | New | TJX COS INC NEW COM | $202,000 | – | 2,673 | +100.0% | 0.03% | – |
| MIDD | New | MIDDLEBY CORP COM | $207,000 | – | 1,054 | +100.0% | 0.03% | – |
| POR | New | PORTLAND GEN ELEC CO COM NEW | $204,000 | – | 3,856 | +100.0% | 0.03% | – |
| BIDU | New | BAIDU INC SPON ADR REP Aspon adr rep a | $202,000 | – | 1,360 | +100.0% | 0.03% | – |
| TREX | New | TREX CO INC COM | $203,000 | – | 1,506 | +100.0% | 0.03% | – |
| VTRS | Buy | VIATRIS INC COM | $172,000 | +4.2% | 12,761 | +4.6% | 0.02% | 0.0% |
| BVXV | Buy | BIONDVAX PHARMACEUTICALS LTD SPOND ADSspond ads | $108,000 | +83.1% | 46,000 | +70.4% | 0.02% | +66.7% |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTN | $90,000 | -14.3% | 11,013 | +0.4% | 0.01% | -13.3% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COM | $86,000 | +4.9% | 13,688 | +1.5% | 0.01% | 0.0% |
| PSFE | New | PAYSAFE LIMITED ORDord | $55,000 | – | 14,165 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.