| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 11 | Q2 2020 | 29.4% |
| ISHARES TR | 11 | Q2 2020 | 7.3% |
| HOME DEPOT INC | 11 | Q2 2020 | 3.8% |
| ISHARES TR | 11 | Q2 2020 | 4.1% |
| LOCKHEED MARTIN CORP | 11 | Q2 2020 | 3.4% |
| APPLE INC | 11 | Q2 2020 | 3.5% |
| ISHARES TR | 11 | Q2 2020 | 3.8% |
| ISHARES TR | 11 | Q2 2020 | 2.2% |
| AT&T INC | 11 | Q2 2020 | 2.5% |
| SCHWAB STRATEGIC TR | 11 | Q2 2020 | 2.8% |
View TRUEWEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-07-15 |
| 13F-HR | 2020-04-13 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-10 |
| 13F-HR | 2019-07-10 |
| 13F-HR | 2019-04-24 |
| 13F-HR | 2019-01-18 |
| 13F-HR | 2018-10-16 |
| 13F-HR | 2018-07-13 |
| 13F-HR | 2018-04-30 |
View TRUEWEALTH LLC'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.