Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 15 | Q2 2024 | 10.3% |
SPDR SER TR | 15 | Q2 2024 | 8.7% |
INVESCO EXCH TRADED FD TR II | 15 | Q2 2024 | 6.9% |
DBX ETF TR | 15 | Q2 2024 | 4.3% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 4.0% |
INVESCO QQQ TR | 15 | Q2 2024 | 3.7% |
SPDR SER TR | 15 | Q2 2024 | 5.1% |
SERVISFIRST BANCSHARES INC | 15 | Q2 2024 | 3.8% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 3.9% |
VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 3.1% |
View TrueWealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-31 |
13F-HR | 2024-07-24 |
13F-HR | 2024-04-23 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-07 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-27 |
View TrueWealth Advisors, 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.