| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 10.0% |
| INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 6.9% |
| SPDR SER TR | 12 | Q3 2023 | 8.7% |
| DBX ETF TR | 12 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| SPDR SER TR | 12 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.9% |
| SERVISFIRST BANCSHARES INC | 12 | Q3 2023 | 3.8% |
| INVESCO QQQ TR | 12 | Q3 2023 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 3.1% |
View TrueWealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-05-05 |
| 13F-HR | 2022-05-04 |
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.