$178 Million is the total value of Truadvice, LLC's 140 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SH | Buy | PROSHARES TRshort s&p 500 ne | $15,520,000 | +1140.6% | 969,381 | +1062.3% | 8.71% | +1216.0% |
| Buy | GLOBAL X FDSdow 30 covered c | $15,109,000 | +53.1% | 688,339 | +62.5% | 8.48% | +62.5% | |
| XYLD | Sell | GLOBAL X FDSs&p 500 covered | $12,045,000 | -12.7% | 301,349 | -3.9% | 6.76% | -7.3% |
| PSQ | Buy | PROSHARES TRshort qqq new | $9,226,000 | +740.3% | 640,681 | +623.2% | 5.18% | +791.4% |
| PSFF | Buy | PACER FDS TRswan sos fd of | $8,868,000 | +27.3% | 411,123 | +28.7% | 4.98% | +35.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,755,000 | -8.0% | 14,899 | -0.9% | 3.23% | -2.4% |
| QYLD | Sell | GLOBAL X FDSnasdaq 100 cover | $5,509,000 | -60.5% | 342,176 | -54.7% | 3.09% | -58.0% |
| RFCI | Sell | ALPS ETF TRriverfront dym | $4,896,000 | -7.3% | 225,218 | -1.4% | 2.75% | -1.6% |
| ESGU | Sell | ISHARES TResg awr msci usa | $4,743,000 | -13.8% | 55,527 | -6.5% | 2.66% | -8.5% |
| RFDA | Sell | ALPS ETF TRriverfrnt dymc | $4,175,000 | -9.1% | 98,874 | -1.8% | 2.34% | -3.5% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $3,599,000 | -4.9% | 163,602 | -1.3% | 2.02% | +0.9% |
| TBX | Sell | PROSHARES TRsht 7-10 yr tr | $3,062,000 | -26.9% | 105,180 | -34.4% | 1.72% | -22.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,761,000 | -8.8% | 100,201 | +0.2% | 1.55% | -3.2% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $2,709,000 | +2.9% | 39,364 | +5.9% | 1.52% | +9.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $2,273,000 | +12.7% | 50,259 | +21.3% | 1.28% | +19.6% |
| EFV | Buy | ISHARES TReafe value etf | $2,267,000 | +16.4% | 54,328 | +22.7% | 1.27% | +23.6% |
| TBF | Sell | PROSHARES TRshrt 20+yr tre | $2,185,000 | -30.6% | 92,991 | -43.3% | 1.23% | -26.3% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $2,149,000 | -4.6% | 54,936 | +0.4% | 1.21% | +1.2% |
| DNP | Sell | DNP SELECT INCOME FD INC | $2,090,000 | -17.7% | 195,191 | -12.9% | 1.17% | -12.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,964,000 | -3.3% | 5,108 | +4.1% | 1.10% | +2.5% |
| IUSB | Buy | ISHARES TRcore total usd | $1,768,000 | +12.7% | 40,291 | +23.0% | 0.99% | +19.5% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $1,671,000 | -14.3% | 40,159 | -5.3% | 0.94% | -9.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,598,000 | -18.6% | 20,826 | -7.5% | 0.90% | -13.6% |
| AAPL | Buy | APPLE INC | $1,488,000 | +53.7% | 9,875 | +69.2% | 0.84% | +63.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,435,000 | -11.5% | 6,506 | +3.6% | 0.81% | -6.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,403,000 | -5.1% | 36,066 | +4.4% | 0.79% | +0.8% |
| MSFT | Buy | MICROSOFT CORP | $1,363,000 | -14.5% | 5,972 | +6.2% | 0.76% | -9.4% |
| FFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $1,322,000 | -10.1% | 37,649 | -6.6% | 0.74% | -4.5% |
| FAUG | New | FIRST TR EXCHNG TRADED FD VIvest us buffer | $1,317,000 | – | 38,112 | +100.0% | 0.74% | – |
| XOM | Buy | EXXON MOBIL CORP | $1,313,000 | +34.7% | 11,737 | +5.0% | 0.74% | +42.8% |
| RFDI | Sell | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $1,287,000 | -14.5% | 25,965 | -2.3% | 0.72% | -9.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,226,000 | +4.1% | 8,871 | +3.3% | 0.69% | +10.4% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,181,000 | -1.7% | 24,139 | +6.8% | 0.66% | +4.2% |
| PNOV | Buy | INNOVATOR ETFS TRus eqty pwr buf | $1,179,000 | +10.7% | 39,329 | +9.5% | 0.66% | +17.6% |
| MBB | Buy | ISHARES TRmbs etf | $1,155,000 | +171.8% | 12,786 | +200.1% | 0.65% | +188.0% |
| GOVT | Sell | ISHARES TRus treas bd etf | $1,050,000 | -55.5% | 46,919 | -51.8% | 0.59% | -52.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $991,000 | +28.9% | 19,510 | +41.7% | 0.56% | +36.6% |
| FISR | Buy | SSGA ACTIVE TRspdr ssga fxd | $976,000 | +29.4% | 38,832 | +42.8% | 0.55% | +37.3% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $925,000 | +21.1% | 10,124 | +21.1% | 0.52% | +28.5% |
| EPS | Sell | WISDOMTREE TRus largecap fund | $872,000 | -10.2% | 20,964 | -4.6% | 0.49% | -4.9% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $859,000 | -7.1% | 19,239 | +1.8% | 0.48% | -1.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $846,000 | -0.6% | 27,504 | +11.8% | 0.48% | +5.6% |
| NTSX | Sell | WISDOMTREE TRus efficient cor | $820,000 | -14.7% | 25,260 | -3.5% | 0.46% | -9.4% |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $816,000 | – | 20,506 | +100.0% | 0.46% | – |
| IYW | New | ISHARES TRu.s. tech etf | $798,000 | – | 10,561 | +100.0% | 0.45% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $779,000 | – | 31,157 | +100.0% | 0.44% | – |
| FDEC | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $767,000 | -2.9% | 24,320 | 0.0% | 0.43% | +3.1% | |
| UMAY | Sell | INNOVATOR ETFS TRus eqt ultra bf | $763,000 | -7.7% | 29,032 | -4.8% | 0.43% | -2.1% |
| RFFC | Sell | ALPS ETF TRriverfrnt flex | $728,000 | -7.4% | 17,972 | -1.1% | 0.41% | -1.7% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $678,000 | +12.4% | 17,672 | +15.5% | 0.38% | +19.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $655,000 | +16.1% | 3,785 | +15.3% | 0.37% | +23.5% |
| FJUL | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $649,000 | -4.1% | 19,011 | -0.1% | 0.36% | +1.7% |
| MTUM | New | ISHARES TRmsci usa mmentm | $643,000 | – | 4,362 | +100.0% | 0.36% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $629,000 | +0.3% | 8,850 | +4.3% | 0.35% | +6.3% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $616,000 | +8.1% | 8,024 | +5.2% | 0.35% | +15.0% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $606,000 | – | 14,841 | +100.0% | 0.34% | – |
| AMZN | Buy | AMAZON COM INC | $553,000 | -25.0% | 5,709 | +10.4% | 0.31% | -20.5% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $543,000 | -13.7% | 10,228 | -0.8% | 0.30% | -8.4% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $542,000 | -6.7% | 12,675 | -4.7% | 0.30% | -1.0% |
| FMAY | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $542,000 | -4.6% | 15,443 | -0.5% | 0.30% | +1.3% |
| FAPR | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $537,000 | -4.1% | 18,500 | 0.0% | 0.30% | +1.7% | |
| DTE | Buy | DTE ENERGY CO | $525,000 | -9.3% | 4,669 | +4.0% | 0.30% | -3.6% |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $520,000 | -22.0% | 30,197 | -23.8% | 0.29% | -17.3% |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $517,000 | -1.9% | 15,743 | 0.0% | 0.29% | +3.9% | |
| AZAA | AIM ETF PRODUCTS TRUSTus lrg cp buf10 | $517,000 | -3.7% | 19,054 | 0.0% | 0.29% | +2.1% | |
| AZAL | AIM ETF PRODUCTS TRUSTus lrg cap buf10 | $515,000 | -3.7% | 18,656 | 0.0% | 0.29% | +2.1% | |
| CSCO | Buy | CISCO SYS INC | $505,000 | +5.0% | 11,111 | +4.8% | 0.28% | +11.4% |
| AZAJ | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $502,000 | -3.6% | 19,857 | 0.0% | 0.28% | +2.2% | |
| DAPR | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $495,000 | -3.1% | 16,750 | 0.0% | 0.28% | +3.0% | |
| PSFM | PACER FDS TRswan sos flex ap | $484,000 | -2.8% | 22,500 | 0.0% | 0.27% | +3.4% | |
| IJR | Sell | ISHARES TRcore s&p scp etf | $484,000 | -30.2% | 4,923 | -28.2% | 0.27% | -25.9% |
| LLY | Buy | LILLY ELI & CO | $483,000 | +15.3% | 1,370 | +0.1% | 0.27% | +22.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $480,000 | -93.1% | 1,470 | -93.0% | 0.27% | -92.6% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $472,000 | -12.9% | 19,258 | +2.2% | 0.26% | -7.7% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $470,000 | +24.0% | 4,498 | +47.9% | 0.26% | +32.0% |
| USMF | Sell | WISDOMTREE TRus multifactor | $461,000 | -5.1% | 12,105 | -5.1% | 0.26% | +0.8% |
| PAYX | PAYCHEX INC | $457,000 | -8.0% | 3,869 | 0.0% | 0.26% | -2.3% | |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $454,000 | -13.9% | 14,584 | -9.7% | 0.26% | -8.6% |
| BA | Buy | BOEING CO | $447,000 | -11.0% | 3,116 | +3.3% | 0.25% | -5.3% |
| DGRS | Sell | WISDOMTREE TRus s cap qty div | $448,000 | -5.5% | 10,937 | -2.0% | 0.25% | 0.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $445,000 | -8.8% | 12,337 | +4.6% | 0.25% | -3.1% |
| EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $440,000 | +56.0% | 20,371 | +69.3% | 0.25% | +65.8% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $435,000 | -4.6% | 9,435 | +7.3% | 0.24% | +1.2% |
| Sell | INVESTMENT MANAGERS SER TR Iaxs astoria infl | $426,000 | -7.2% | 16,897 | -9.8% | 0.24% | -1.6% | |
| FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $420,000 | +46.9% | 13,164 | +49.6% | 0.24% | +56.3% |
| UNOV | Buy | INNOVATOR ETFS TRus eqty ultra bu | $415,000 | +33.0% | 15,056 | +34.4% | 0.23% | +41.2% |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $413,000 | +39.5% | 8,100 | +33.0% | 0.23% | +47.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $411,000 | -1.7% | 2,178 | +1.8% | 0.23% | +4.5% |
| Sell | INNOVATOR ETFS TRladerd alctn pwr | $405,000 | -1.9% | 11,873 | -0.4% | 0.23% | +4.1% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $385,000 | +0.5% | 1,581 | +0.8% | 0.22% | +6.4% |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $383,000 | – | 13,191 | +100.0% | 0.22% | – |
| WTMF | Sell | WISDOMTREE TRfutre strat fd | $379,000 | -9.1% | 11,407 | -4.9% | 0.21% | -3.6% |
| PEP | Buy | PEPSICO INC | $378,000 | +20.8% | 2,089 | +17.6% | 0.21% | +27.7% |
| DMAR | Sell | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $378,000 | -3.3% | 12,530 | -0.6% | 0.21% | +2.4% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $365,000 | -9.0% | 6,120 | +1.6% | 0.20% | -3.3% |
| DIS | Buy | DISNEY WALT CO | $351,000 | +2.9% | 3,311 | +4.9% | 0.20% | +9.4% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $338,000 | -9.1% | 12,488 | +3.4% | 0.19% | -3.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $338,000 | -1.5% | 1,341 | +0.8% | 0.19% | +5.0% |
| MTGP | Sell | WISDOMTREE TRmortgage plus bd | $332,000 | -14.2% | 7,791 | -5.7% | 0.19% | -9.3% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $330,000 | +5.1% | 8,611 | +3.3% | 0.18% | +11.4% |
| MCD | Buy | MCDONALDS CORP | $325,000 | +9.4% | 1,191 | +4.4% | 0.18% | +15.9% |
| FJAN | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $322,000 | -3.3% | 10,000 | 0.0% | 0.18% | +2.8% | |
| DGRO | Buy | ISHARES TRcore div grwth | $323,000 | -2.7% | 6,583 | +0.2% | 0.18% | +2.8% |
| GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $320,000 | -21.8% | 17,644 | -3.5% | 0.18% | -16.7% |
| CVX | Buy | CHEVRON CORP NEW | $317,000 | +43.4% | 1,738 | +18.6% | 0.18% | +52.1% |
| WFHY | Sell | WISDOMTREE TRus hgh yld corp | $316,000 | -10.5% | 7,137 | -4.8% | 0.18% | -5.3% |
| TIPX | Sell | SPDR SER TRbloomberg 1 10 y | $304,000 | -7.0% | 16,512 | -0.2% | 0.17% | -1.2% |
| RIGS | Sell | ALPS ETF TRrivrfrnt str inc | $305,000 | -6.4% | 13,722 | -1.9% | 0.17% | -0.6% |
| IFRA | Buy | ISHARES TRus infrastruc | $294,000 | +1.4% | 8,198 | +4.7% | 0.16% | +7.8% |
| PUTW | Sell | WISDOMTREE TRcboe s&p 500 | $293,000 | -11.7% | 9,608 | -4.1% | 0.16% | -6.8% |
| BTAL | Sell | AGF INVTS TRagfiq us mk anti | $289,000 | +4.0% | 13,956 | -3.9% | 0.16% | +10.2% |
| FNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $288,000 | -77.6% | 8,186 | -76.9% | 0.16% | -76.2% |
| UMAR | Sell | INNOVATOR ETFS TRus eqt ultra bf | $274,000 | -3.5% | 9,673 | -0.6% | 0.15% | +2.7% |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $269,000 | – | 5,653 | +100.0% | 0.15% | – |
| STOT | Sell | SSGA ACTIVE TRspdr dbleln shrt | $260,000 | -10.7% | 5,695 | -8.7% | 0.15% | -5.2% |
| IAU | New | ISHARES GOLD TRishares new | $258,000 | – | 8,239 | +100.0% | 0.14% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $255,000 | – | 4,165 | +100.0% | 0.14% | – |
| PJAN | INNOVATOR ETFS TRus eqty pwr buf | $253,000 | -1.6% | 8,159 | 0.0% | 0.14% | +4.4% | |
| DIVB | Buy | ISHARES TRus divid bybck | $251,000 | +3.7% | 6,774 | +8.3% | 0.14% | +10.2% |
| KJAN | INNOVATOR ETFS TRus sml cp pwr b | $251,000 | 0.0% | 8,300 | 0.0% | 0.14% | +6.0% | |
| IUS | Sell | INVESCO EXCH TRD SLF IDX FDrafi stratgic us | $250,000 | -32.1% | 6,874 | -29.0% | 0.14% | -28.2% |
| RLY | Sell | SSGA ACTIVE ETF TRmult ass rlrtn | $248,000 | -31.7% | 8,844 | -31.7% | 0.14% | -27.6% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $242,000 | -4.7% | 5,893 | -0.6% | 0.14% | +1.5% |
| KOCT | INNOVATOR ETFS TRus sml cp pwr b | $242,000 | -1.6% | 9,500 | 0.0% | 0.14% | +4.6% | |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $242,000 | – | 3,811 | +100.0% | 0.14% | – |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $242,000 | -48.3% | 4,673 | -40.1% | 0.14% | -45.2% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $240,000 | -2.0% | 4,721 | +6.6% | 0.14% | +3.8% |
| F | Buy | FORD MTR CO DEL | $240,000 | +53.8% | 17,912 | +76.1% | 0.14% | +62.7% |
| MARB | New | FIRST TR EXCH TRADED FD IIImerger arbitra | $239,000 | – | 11,692 | +100.0% | 0.13% | – |
| DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $239,000 | -3.2% | 7,800 | 0.0% | 0.13% | +2.3% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $237,000 | – | 805 | +100.0% | 0.13% | – |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $237,000 | -48.8% | 2,852 | -40.9% | 0.13% | -45.7% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $232,000 | -52.4% | 8,243 | -41.9% | 0.13% | -49.6% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $228,000 | -9.9% | 4,752 | -3.7% | 0.13% | -4.5% |
| KNWN | New | KNOW LABS INC | $220,000 | – | 149,871 | +100.0% | 0.12% | – |
| TFC | Buy | TRUIST FINL CORP | $212,000 | +5.0% | 4,732 | +15.3% | 0.12% | +11.2% |
| ROK | New | ROCKWELL AUTOMATION INC | $211,000 | – | 827 | +100.0% | 0.12% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $206,000 | -19.5% | 748 | -5.1% | 0.12% | -14.1% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $206,000 | -8.4% | 7,664 | -7.1% | 0.12% | -2.5% |
| BBDC | Sell | BARINGS BDC INC | $171,000 | -80.0% | 19,272 | -77.7% | 0.10% | -78.8% |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -2,829 | -100.0% | -0.11% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -3,399 | -100.0% | -0.11% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -3,686 | -100.0% | -0.12% | – |
| BKT | Exit | BLACKROCK INCOME TR INC | $0 | – | -45,956 | -100.0% | -0.12% | – |
| FTLS | Exit | FIRST TR EXCH TRADED FD IIIlng/sht equity | $0 | – | -4,578 | -100.0% | -0.12% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -2,551 | -100.0% | -0.14% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -2,047 | -100.0% | -0.16% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -10,147 | -100.0% | -0.17% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,120 | -100.0% | -0.19% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -6,434 | -100.0% | -0.19% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -2,538 | -100.0% | -0.19% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -3,054 | -100.0% | -0.27% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -6,258 | -100.0% | -0.34% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -26,942 | -100.0% | -1.87% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -48,824 | -100.0% | -1.92% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -24,774 | -100.0% | -1.93% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -31,403 | -100.0% | -1.96% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -66,058 | -100.0% | -2.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-07
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.