Truadvice

Latest statistics and disclosures from Truadvice's latest quarterly 13F-HR filing:

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Positions held by Truadvice consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Truadvice

Companies in the Truadvice portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alps Etf Tr Riverfront Dym (RFCI) 5.3 $5.8M +8% 227k 25.48
Ishares Tr Esg Awr Msci Usa (ESGU) 5.1 $5.5M -63% 51k 107.47
Alps Etf Tr Riverfrnt Dymc (RFDA) 4.4 $4.8M -5% 104k 46.39
Ishares Tr Core S&p500 Etf (IVV) 4.4 $4.8M -61% 10k 470.93
Pacer Fds Tr Swan Sos Fd Of (PSFF) 3.9 $4.3M -53% 188k 22.64
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 3.2 $3.5M 146k 23.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $3.2M -30% 6.8k 468.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $3.0M -39% 79k 37.99
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 2.6 $2.8M -14% 59k 47.53
Ishares Tr Eafe Value Etf (EFV) 2.5 $2.7M -68% 52k 52.51
Ishares Tr Eafe Grwth Etf (EFG) 2.4 $2.7M -67% 23k 113.43
American Centy Etf Tr Us Eqt Etf (AVUS) 2.1 $2.3M -34% 28k 80.53
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.9 $2.1M -58% 40k 52.18
Vanguard Index Fds Growth Etf (VUG) 1.6 $1.8M -91% 5.5k 322.08

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First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 1.6 $1.7M -3% 24k 74.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $1.6M -92% 30k 52.96
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 1.4 $1.6M -91% 41k 38.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $1.5M -16% 35k 43.70
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.4 $1.5M -77% 27k 55.12
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $1.3M -47% 11k 120.31
Vanguard Index Fds Value Etf (VTV) 1.2 $1.3M -91% 8.9k 145.09
Microsoft Corporation (MSFT) 1.1 $1.2M -74% 3.5k 336.96
Wisdomtree Tr Us Efficient Cor (NTSX) 1.1 $1.2M -66% 26k 44.21
Ssga Active Tr Spdr Ssga Fxd (FISR) 1.1 $1.2M +5% 37k 31.36
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.0 $1.1M -7% 24k 46.95
Wisdomtree Tr Us Largecap Fund (EPS) 1.0 $1.1M -65% 23k 49.43
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 1.0 $1.1M +44% 36k 30.79
Ishares Tr Msci Usa Value (VLUE) 1.0 $1.1M -69% 10k 106.94
First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 1.0 $1.1M -76% 32k 32.89
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $1.0M -71% 39k 26.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $1.0M -34% 16k 65.75
Ishares Tr Core Total Usd (IUSB) 0.9 $988k -59% 19k 53.29
Northern Lts Fd Tr Iv Frmlafolios Tatl (FFTI) 0.8 $912k +19% 38k 24.13
Alps Etf Tr Riverfrnt Flex (RFFC) 0.8 $884k -49% 18k 47.93
Wisdomtree Tr Em Ex St-owned (XSOE) 0.8 $838k -73% 22k 38.45
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.8 $832k -49% 24k 34.21
Ishares Esg Awr Msci Em (ESGE) 0.7 $754k -56% 18k 42.22
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.7 $744k -88% 20k 37.91
Apple (AAPL) 0.7 $732k -93% 4.9k 150.46
Ishares Tr Global Finls Etf (IXG) 0.7 $717k -73% 8.6k 83.37
Wisdomtree Tr Intl Smcap Div (DLS) 0.7 $710k -65% 9.4k 75.71
Ishares Tr Global Tech Etf (IXN) 0.6 $708k -61% 11k 62.70
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.6 $692k -81% 19k 36.30
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $667k -13% 13k 50.89
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.6 $631k -11% 15k 43.60
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.5 $596k -84% 19k 32.22
Boeing Company (BA) 0.5 $582k -42% 2.6k 222.73
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $578k NEW 7.4k 77.80
Ishares Tr U.s. Energy Etf (IYE) 0.5 $573k -53% 18k 32.29
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.5 $570k -18% 16k 35.18
Aim Etf Products Trust Us Lrg Cp Bufr10 (AZAJ) 0.5 $557k 20k 28.05
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.5 $557k -86% 16k 35.38
Wisdomtree Tr Us Multifactor (USMF) 0.5 $554k -65% 13k 41.36
Aim Etf Products Trust Us Lrg Cp Buf10 (AZAA) 0.5 $553k 19k 29.02
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.5 $550k -65% 11k 48.42
Aim Etf Products Trust Us Lrg Cap Buf10 (AZAL) 0.5 $542k 19k 29.05
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.5 $539k 16k 33.11
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.5 $537k -2% 3.4k 159.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $532k -92% 10k 51.41
Aim Etf Products Trust Us Lrg Cp Bufr20 (AZBJ) 0.5 $529k 20k 26.56
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) 0.5 $527k -82% 17k 31.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $526k -38% 6.3k 83.85
Amplify Etf Tr Blackswan Grwt (SWAN) 0.5 $523k -85% 14k 36.43
Pacer Fds Tr Swan Sos Flex Ap (PSFM) 0.5 $517k -17% 23k 22.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $502k +13% 5.9k 85.69
Pacer Fds Tr Bnchmrk Infra (SRVR) 0.5 $496k -72% 12k 40.60
Paychex (PAYX) 0.4 $477k -5% 3.9k 123.29
Wisdomtree Tr Enhanced Cmdty (GCC) 0.4 $456k -72% 22k 21.15
Amazon (AMZN) 0.4 $447k -80% 128.00 3492.19
Vanguard Index Fds Small Cp Etf (VB) 0.4 $442k -91% 1.8k 239.57
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.4 $427k -54% 8.4k 50.71
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $422k -14% 11k 39.82
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.4 $422k -66% 8.0k 52.61
Air Products & Chemicals (APD) 0.4 $421k -24% 1.3k 312.78
Cisco Systems (CSCO) 0.4 $420k -53% 7.4k 56.97
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.4 $408k -78% 13k 31.74
Johnson & Johnson (JNJ) 0.4 $394k -60% 2.4k 162.74
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.4 $393k -22% 12k 32.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $389k -33% 5.9k 65.42
Wisdomtree Tr Cboe S&p 500 (PUTW) 0.4 $384k -72% 11k 33.92
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $379k -60% 10k 37.43
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.3 $365k -78% 9.5k 38.53
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $364k -17% 12k 31.72
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.3 $355k -53% 16k 22.11
Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) 0.3 $348k NEW 12k 29.49
Ishares Tr Tips Bd Etf (TIP) 0.3 $347k -51% 2.7k 130.16
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.3 $339k -58% 10k 33.90
Agf Invts Tr Agfiq Us Mk Anti (BTAL) 0.3 $338k -72% 21k 16.20
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $320k -16% 7.5k 42.41
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.3 $305k -55% 6.2k 49.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $297k -31% 5.4k 54.74
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.3 $291k 9.8k 29.61
Aim Etf Products Trust Us Lrg Cp Bfr 10 (AZAO) 0.3 $280k 9.3k 30.12
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.3 $276k 9.5k 29.01
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $271k 9.0k 30.27
Truist Financial Corp equities (TFC) 0.2 $268k -46% 4.1k 64.73
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.2 $268k 9.5k 28.21
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $267k 9.1k 29.21
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.2 $266k 8.6k 30.97
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.2 $266k 8.3k 32.05
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $265k 8.7k 30.57
Aim Etf Products Trust Us Lrg Cp Buf20 (AZBA) 0.2 $262k 9.8k 26.86
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.2 $262k -81% 7.8k 33.59
Aim Etf Products Trust Us Lrg Cp Buf20 (AZBL) 0.2 $260k 9.6k 27.04
Ishares Tr National Mun Etf (MUB) 0.2 $258k -41% 2.2k 115.96
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $255k -74% 10k 24.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $254k +13% 3.0k 83.33
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.2 $242k 7.7k 31.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $239k -83% 2.2k 109.99
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $226k -65% 1.5k 149.27
Ishares Tr Faln Angls Usd (FALN) 0.2 $221k -81% 7.3k 30.28
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $219k -2% 4.6k 47.98
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $213k -34% 3.2k 67.32
Ishares Tr Mbs Etf (MBB) 0.2 $210k -87% 1.9k 107.86
Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.2 $209k -3% 8.4k 24.77
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $203k -66% 3.2k 63.44
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $203k -19% 4.4k 46.02

Past Filings by Truadvice

SEC 13F filings are viewable for Truadvice going back to 2020