$189 Million is the total value of Truadvice, LLC's 143 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 26.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $13,930,000 | +74.9% | 755,000 | +85.8% | 7.37% | +65.9% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $13,797,000 | +89.2% | 313,706 | +101.7% | 7.30% | +79.5% |
| New | GLOBAL X FDSdow 30 covered c | $9,870,000 | – | 423,610 | +100.0% | 5.22% | – | |
| PSFF | Buy | PACER FDS TRswan sos fd of | $6,967,000 | +23.0% | 319,358 | +21.1% | 3.68% | +16.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,911,000 | +1981.6% | 21,110 | +2004.7% | 3.66% | +1875.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,257,000 | -4.3% | 15,029 | -4.3% | 3.31% | -9.2% |
| ESGU | Sell | ISHARES TResg awr msci usa | $5,500,000 | -4.7% | 59,405 | -4.7% | 2.91% | -9.6% |
| RFCI | Buy | ALPS ETF TRriverfront dym | $5,279,000 | +1.6% | 228,447 | +0.3% | 2.79% | -3.6% |
| RFDA | Sell | ALPS ETF TRriverfrnt dymc | $4,595,000 | -2.0% | 100,636 | -1.5% | 2.43% | -7.0% |
| TBX | New | PROSHARES TRsht 7-10 yr tr | $4,190,000 | – | 160,241 | +100.0% | 2.22% | – |
| XLC | New | SELECT SECTOR SPDR TR | $3,818,000 | – | 66,058 | +100.0% | 2.02% | – |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $3,783,000 | +14.0% | 165,756 | +12.1% | 2.00% | +8.1% |
| IJT | New | ISHARES TRs&p sml 600 gwt | $3,702,000 | – | 31,403 | +100.0% | 1.96% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $3,651,000 | – | 24,774 | +100.0% | 1.93% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $3,637,000 | – | 48,824 | +100.0% | 1.92% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $3,543,000 | – | 26,942 | +100.0% | 1.87% | – |
| TBF | New | PROSHARES TRshrt 20+yr tre | $3,148,000 | – | 163,885 | +100.0% | 1.66% | – |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $3,027,000 | +57.8% | 100,021 | +65.8% | 1.60% | +49.8% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $2,632,000 | +10.3% | 37,185 | +11.5% | 1.39% | +4.7% |
| DNP | Sell | DNP SELECT INCOME FD INC | $2,538,000 | -77.8% | 224,038 | -78.1% | 1.34% | -78.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,360,000 | +26.3% | 97,311 | +24.8% | 1.25% | +19.8% |
| XLSR | Sell | SSGA ACTIVE TRspdr ssga us sct | $2,253,000 | -1.7% | 54,705 | -0.1% | 1.19% | -6.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,032,000 | -32.1% | 4,907 | -32.0% | 1.08% | -35.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $2,017,000 | +2.3% | 41,425 | +2.4% | 1.07% | -3.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,963,000 | +46.2% | 22,526 | +47.7% | 1.04% | +38.6% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $1,950,000 | +4.2% | 42,420 | +2.4% | 1.03% | -1.2% |
| EFV | Sell | ISHARES TReafe value etf | $1,948,000 | -23.6% | 44,274 | -17.6% | 1.03% | -27.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,621,000 | +6.4% | 6,277 | +4.6% | 0.86% | +0.9% |
| MSFT | Buy | MICROSOFT CORP | $1,595,000 | +46.2% | 5,623 | +46.6% | 0.84% | +38.8% |
| IUSB | Buy | ISHARES TRcore total usd | $1,569,000 | +3.1% | 32,764 | +1.9% | 0.83% | -2.2% |
| RFDI | Buy | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $1,506,000 | +6.1% | 26,572 | +13.9% | 0.80% | +0.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $1,478,000 | -0.6% | 34,532 | +3.6% | 0.78% | -5.7% |
| FFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $1,470,000 | -0.3% | 40,321 | -1.0% | 0.78% | -5.5% |
| FNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $1,287,000 | -0.2% | 35,439 | -1.7% | 0.68% | -5.3% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $1,251,000 | -79.9% | 83,404 | -79.5% | 0.66% | -80.9% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,202,000 | +13.0% | 22,610 | +19.6% | 0.64% | +7.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,178,000 | -12.3% | 8,588 | -10.0% | 0.62% | -16.8% |
| PSQ | Sell | PROSHARES TRshort qqq new | $1,098,000 | -82.7% | 88,585 | -81.8% | 0.58% | -83.5% |
| PNOV | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,065,000 | +0.4% | 35,926 | -1.1% | 0.56% | -4.9% |
| XOM | New | EXXON MOBIL CORP | $975,000 | – | 11,178 | +100.0% | 0.52% | – |
| EPS | Sell | WISDOMTREE TRus largecap fund | $971,000 | -1.8% | 21,968 | -0.9% | 0.51% | -6.7% |
| AAPL | Buy | APPLE INC | $968,000 | +11.6% | 5,836 | +6.4% | 0.51% | +6.0% |
| NTSX | Buy | WISDOMTREE TRus efficient cor | $961,000 | +3.2% | 26,167 | +2.3% | 0.51% | -2.1% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $925,000 | +0.9% | 18,896 | -0.9% | 0.49% | -4.3% |
| BBDC | Sell | BARINGS BDC INC | $855,000 | -9.1% | 86,230 | -8.7% | 0.45% | -13.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $851,000 | -30.9% | 24,611 | -27.6% | 0.45% | -34.4% |
| UMAY | New | INNOVATOR ETFS TRus eqt ultra bf | $827,000 | – | 30,480 | +100.0% | 0.44% | – |
| FDEC | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $790,000 | +1.3% | 24,320 | 0.0% | 0.42% | -3.9% | |
| RFFC | Buy | ALPS ETF TRriverfrnt flex | $786,000 | -0.6% | 18,175 | +0.1% | 0.42% | -5.7% |
| EEMV | New | ISHARES INCmsci emerg mrkt | $769,000 | – | 13,764 | +100.0% | 0.41% | – |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $764,000 | +28.0% | 8,363 | +28.1% | 0.40% | +21.3% |
| FISR | Sell | SSGA ACTIVE TRspdr ssga fxd | $754,000 | -12.6% | 27,199 | -14.0% | 0.40% | -17.0% |
| AMZN | Buy | AMAZON COM INC | $737,000 | +40.4% | 5,171 | +2350.7% | 0.39% | +33.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $693,000 | -11.0% | 6,856 | -11.8% | 0.37% | -15.4% |
| FJUL | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $677,000 | +4.2% | 19,036 | -0.0% | 0.36% | -1.1% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $667,000 | -40.6% | 39,632 | -33.1% | 0.35% | -43.6% |
| HDV | New | ISHARES TRcore high dv etf | $637,000 | – | 6,258 | +100.0% | 0.34% | – |
| DLS | Buy | WISDOMTREE TRintl smcap div | $629,000 | +0.2% | 10,307 | +5.9% | 0.33% | -4.9% |
| USMV | Buy | ISHARES TRmsci usa min vol | $627,000 | +46.2% | 8,482 | +44.6% | 0.33% | +38.9% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $603,000 | -52.3% | 15,299 | -52.8% | 0.32% | -54.8% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $581,000 | -0.3% | 13,307 | +0.5% | 0.31% | -5.5% |
| DTE | Buy | DTE ENERGY CO | $579,000 | +121.0% | 4,491 | +120.5% | 0.31% | +109.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $570,000 | +3.4% | 7,624 | +4.7% | 0.30% | -2.0% |
| FMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $568,000 | -18.3% | 15,520 | -20.2% | 0.30% | -22.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $564,000 | +14.6% | 3,284 | +19.3% | 0.30% | +8.8% |
| FAPR | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $560,000 | +0.4% | 18,500 | 0.0% | 0.30% | -4.8% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $542,000 | -33.8% | 18,849 | -30.2% | 0.29% | -37.2% |
| AZAA | AIM ETF PRODUCTS TRUSTus lrg cp buf10 | $537,000 | +0.6% | 19,054 | 0.0% | 0.28% | -4.7% | |
| AZAL | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $535,000 | +4.1% | 18,656 | 0.0% | 0.28% | -1.4% | |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $527,000 | -2.4% | 16,154 | -0.1% | 0.28% | -7.3% |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $527,000 | +1.0% | 15,743 | 0.0% | 0.28% | -4.1% | |
| AZAJ | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $521,000 | +1.4% | 19,857 | 0.0% | 0.28% | -3.8% | |
| GLD | Sell | SPDR GOLD TR | $511,000 | -81.8% | 3,054 | -81.1% | 0.27% | -82.7% |
| DAPR | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $511,000 | -0.2% | 16,750 | 0.0% | 0.27% | -5.3% | |
| BA | Buy | BOEING CO | $502,000 | +18.4% | 3,015 | +5.6% | 0.26% | +12.3% |
| PSFM | PACER FDS TRswan sos flex ap | $498,000 | +1.4% | 22,500 | 0.0% | 0.26% | -4.0% | |
| PAYX | PAYCHEX INC | $497,000 | +0.6% | 3,869 | 0.0% | 0.26% | -4.4% | |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $487,000 | +11.2% | 14,198 | +9.3% | 0.26% | +5.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $488,000 | -0.8% | 11,794 | +3.8% | 0.26% | -5.8% |
| USMF | Sell | WISDOMTREE TRus multifactor | $486,000 | -4.1% | 12,759 | -2.0% | 0.26% | -9.2% |
| CSCO | Buy | CISCO SYS INC | $481,000 | +12.1% | 10,605 | +23.3% | 0.25% | +6.3% |
| DGRS | Sell | WISDOMTREE TRus s cap qty div | $474,000 | +0.9% | 11,163 | -0.3% | 0.25% | -4.2% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $468,000 | +9.1% | 7,798 | +6.4% | 0.25% | +3.8% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $463,000 | +8.4% | 4,826 | +5.9% | 0.24% | +2.9% |
| Buy | INVESTMENT MANAGERS SER TR Iaxs astoria infl | $459,000 | +2.0% | 18,728 | +13.7% | 0.24% | -3.2% | |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $456,000 | +13.4% | 8,796 | +22.3% | 0.24% | +7.6% |
| MBB | Sell | ISHARES TRmbs etf | $425,000 | -7.2% | 4,261 | -9.3% | 0.22% | -11.8% |
| LLY | New | LILLY ELI & CO | $419,000 | – | 1,369 | +100.0% | 0.22% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $418,000 | 0.0% | 2,140 | +0.8% | 0.22% | -5.2% |
| WTMF | Sell | WISDOMTREE TRfutre strat fd | $417,000 | -13.7% | 11,990 | -12.2% | 0.22% | -17.8% |
| New | INNOVATOR ETFS TRladerd alctn pwr | $413,000 | – | 11,918 | +100.0% | 0.22% | – | |
| GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $409,000 | -13.5% | 18,276 | -0.9% | 0.22% | -18.2% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $401,000 | – | 6,023 | +100.0% | 0.21% | – |
| DMAR | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $391,000 | -1.3% | 12,601 | -1.1% | 0.21% | -6.3% |
| MTGP | Buy | WISDOMTREE TRmortgage plus bd | $387,000 | +3.2% | 8,259 | +1.9% | 0.20% | -1.9% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $383,000 | – | 1,569 | +100.0% | 0.20% | – |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $379,000 | +19.6% | 3,041 | +17.2% | 0.20% | +13.0% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $372,000 | +0.5% | 12,076 | +5.5% | 0.20% | -4.4% |
| IUS | Buy | INVESCO EXCH TRD SLF IDX FDrafi stratgic us | $368,000 | +3.7% | 9,684 | +4.8% | 0.20% | -1.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $367,000 | -97.5% | 2,538 | -97.4% | 0.19% | -97.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $367,000 | +8.3% | 6,434 | +10.1% | 0.19% | +2.6% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $363,000 | -3.2% | 12,947 | +4.6% | 0.19% | -8.1% |
| TIP | Sell | ISHARES TRtips bd etf | $363,000 | -93.8% | 3,120 | -93.7% | 0.19% | -94.1% |
| WFHY | Buy | WISDOMTREE TRus hgh yld corp | $353,000 | +5.1% | 7,495 | +4.5% | 0.19% | 0.0% |
| APD | AIR PRODS & CHEMS INC | $343,000 | +9.6% | 1,330 | 0.0% | 0.18% | +3.4% | |
| DIS | Buy | DISNEY WALT CO | $341,000 | +18.0% | 3,157 | +24.0% | 0.18% | +11.8% |
| PUTW | Sell | WISDOMTREE TRcboe s&p 500 | $332,000 | -5.1% | 10,020 | -2.7% | 0.18% | -9.7% |
| FJAN | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $333,000 | +0.9% | 10,000 | 0.0% | 0.18% | -4.3% | |
| DGRO | Buy | ISHARES TRcore div grwth | $332,000 | +2.5% | 6,569 | +2.7% | 0.18% | -2.8% |
| TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $327,000 | -6.3% | 16,540 | -5.4% | 0.17% | -11.3% |
| ESGE | Sell | ISHARES INCesg awr msci em | $326,000 | -58.3% | 10,147 | -55.5% | 0.17% | -60.5% |
| RIGS | Buy | ALPS ETF TRrivrfrnt str inc | $326,000 | +50.2% | 13,990 | +49.0% | 0.17% | +42.1% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $314,000 | -53.4% | 8,336 | -48.0% | 0.17% | -55.9% |
| PEP | Sell | PEPSICO INC | $313,000 | +3.3% | 1,777 | -1.5% | 0.17% | -1.8% |
| UNOV | Sell | INNOVATOR ETFS TRus eqty ultra bu | $312,000 | -5.2% | 11,206 | -4.5% | 0.16% | -9.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $298,000 | -18.6% | 2,047 | -17.4% | 0.16% | -22.5% |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $296,000 | +10.0% | 6,089 | +17.7% | 0.16% | +4.7% |
| MCD | New | MCDONALDS CORP | $297,000 | – | 1,141 | +100.0% | 0.16% | – |
| STOT | Sell | SSGA ACTIVE TRspdr dbleln shrt | $291,000 | -1.7% | 6,236 | -0.7% | 0.15% | -6.7% |
| IFRA | New | ISHARES TRus infrastruc | $290,000 | – | 7,829 | +100.0% | 0.15% | – |
| FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $286,000 | +12.2% | 8,800 | +19.7% | 0.15% | +6.3% |
| UMAR | Sell | INNOVATOR ETFS TRus eqt ultra bf | $284,000 | -0.4% | 9,730 | -0.3% | 0.15% | -5.7% |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $282,000 | – | 12,029 | +100.0% | 0.15% | – |
| BTAL | Sell | AGF INVTS TRagfiq us mk anti | $278,000 | -27.6% | 14,517 | -25.8% | 0.15% | -31.3% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $269,000 | +22.3% | 2,551 | +20.3% | 0.14% | +15.4% |
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $257,000 | +1.2% | 8,159 | 0.0% | 0.14% | -4.2% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $256,000 | -14.1% | 788 | -15.9% | 0.14% | -18.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $253,000 | +11.5% | 4,933 | +10.1% | 0.13% | +5.5% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $254,000 | -6.6% | 5,931 | -3.7% | 0.13% | -11.8% |
| KJAN | INNOVATOR ETFS TRus sml cp pwr b | $251,000 | +2.0% | 8,300 | 0.0% | 0.13% | -2.9% | |
| DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $247,000 | -1.2% | 7,800 | 0.0% | 0.13% | -5.8% | |
| KOCT | INNOVATOR ETFS TRus sml cp pwr b | $246,000 | +2.9% | 9,500 | 0.0% | 0.13% | -2.3% | |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $245,000 | +9.4% | 4,427 | +16.7% | 0.13% | +4.0% |
| DIVB | Buy | ISHARES TRus divid bybck | $242,000 | +3.0% | 6,253 | +5.1% | 0.13% | -2.3% |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $228,000 | – | 4,578 | +100.0% | 0.12% | – |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $225,000 | +0.9% | 8,250 | -1.8% | 0.12% | -4.0% |
| CVX | New | CHEVRON CORP NEW | $221,000 | – | 1,465 | +100.0% | 0.12% | – |
| IXUS | Buy | ISHARES TRcore msci total | $218,000 | +0.5% | 3,686 | +5.2% | 0.12% | -5.0% |
| BKT | Sell | BLACKROCK INCOME TR INC | $218,000 | -87.7% | 45,956 | -87.9% | 0.12% | -88.4% |
| ICVT | New | ISHARES TRconv bd etf | $210,000 | – | 2,829 | +100.0% | 0.11% | – |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $210,000 | -8.3% | 3,399 | -0.1% | 0.11% | -13.3% |
| TFC | Sell | TRUIST FINL CORP | $202,000 | 0.0% | 4,105 | -0.8% | 0.11% | -5.3% |
| F | Sell | FORD MTR CO DEL | $156,000 | -0.6% | 10,169 | -7.5% | 0.08% | -5.7% |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -2,756 | -100.0% | -0.12% | – |
| PSMM | Exit | INVESCO ACTIVELY MANAGED ETFmdrtly cnsrtiv | $0 | – | -14,832 | -100.0% | -0.12% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -5,442 | -100.0% | -0.13% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -2,360 | -100.0% | -0.13% | – |
| ALTY | Exit | GLOBAL X FDSalternative incm | $0 | – | -20,319 | -100.0% | -0.14% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -9,858 | -100.0% | -0.18% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -8,015 | -100.0% | -0.23% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -5,768 | -100.0% | -0.24% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -18,611 | -100.0% | -0.27% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -5,785 | -100.0% | -0.32% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -16,772 | -100.0% | -0.38% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -108,828 | -100.0% | -1.27% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -119,359 | -100.0% | -2.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q3 2023 | 5.9% |
| ISHARES TR | 13 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 5.2% |
| ALPS ETF TR | 13 | Q3 2023 | 5.3% |
| ALPS ETF TR | 13 | Q3 2023 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 13 | Q3 2023 | 5.2% |
| SPDR S&P 500 ETF TR | 13 | Q3 2023 | 3.2% |
| FIRST TR EXCHNG TRADED FD VI | 13 | Q3 2023 | 3.2% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 4.2% |
| SPDR INDEX SHS FDS | 13 | Q3 2023 | 3.0% |
View Truadvice, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-09 |
| 13F-HR | 2021-07-28 |
View Truadvice, 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.