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Three Cord True Wealth Management

Latest statistics and disclosures from Three Cord True Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056001

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Positions held by Three Cord True Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Three Cord True Wealth Management

Three Cord True Wealth Management holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	16.5	$19M	217k	87.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	13.2	$15M	301k	50.71	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	13.2	$15M	440k	34.62	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	12.4	$14M	215k	66.77	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	10.7	$12M	107k	115.72	View chart
Ishares Tr Global 100 Etf (IOO)	9.8	$11M	113k	100.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.4	$8.6M	89k	96.53	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	4.4	$5.0M	143k	35.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	3.0	$3.4M	34k	99.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$1.6M	3.2k	511.27	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.3	$1.5M	16k	91.43	View chart
First Tr Exchange Traded First Trust Smid (FSGS)	0.9	$1.0M	35k	29.72	View chart
Cintas Corporation (CTAS)	0.8	$955k	5.2k	182.70	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$798k	21k	38.37	View chart
Apple (AAPL)	0.6	$662k	2.6k	250.46	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$657k	3.1k	210.44	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.5	$559k	11k	50.71	View chart
Microsoft Corporation (MSFT)	0.4	$510k	1.2k	421.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$460k	9.3k	49.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$366k	3.6k	101.53	View chart
Amazon (AMZN)	0.3	$302k	1.4k	219.39	View chart
First Tr Nasdaq100 Tech Inde SHS (QTEC)	0.3	$295k	1.6k	188.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$283k	3.2k	88.40	View chart
Visa Com Cl A (V)	0.2	$267k	844.00	316.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$262k	445.00	588.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$207k	1.8k	115.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$201k	840.00	239.65	View chart

Past Filings by Three Cord True Wealth Management

SEC 13F filings are viewable for Three Cord True Wealth Management going back to 2024

Three Cord True Wealth Management 2024 Q4 filed Feb. 19, 2025

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