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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Truefg

Companies in the Truefg portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 16.1 $32M 118k 268.73
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 15.8 $31M +2% 846k 36.79
Vanguard Index Fds Value Etf (VTV) 12.7 $25M 181k 137.46
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.5 $25M 391k 62.97
Spdr Ser Tr Portfolio Agrgte (SPAB) 8.4 $17M -11% 551k 30.01
Ishares Tr Core S&p Scp Etf (IJR) 7.8 $15M -4% 137k 112.98
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.9 $9.7M -20% 265k 36.70
Fidelity Covington Trust Msci Rl Est Etf (FREL) 4.5 $8.9M NEW 293k 30.43
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.6 $7.1M +4% 156k 45.50
Ishares Tr Core S&p500 Etf (IVV) 3.5 $6.9M 16k 429.92
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $5.8M +4% 185k 31.30
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.7M +4% 33k 50.32
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.6M 5.6k 286.88
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $1.3M +7% 28k 47.23

Setup an alert

Truefg will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.5 $1.0M -33% 32k 31.77
Apple (AAPL) 0.4 $727k 5.3k 136.96
Visa Com Cl A (V) 0.3 $673k 2.9k 233.68
Ishares Tr Core Msci Eafe (IEFA) 0.3 $630k 8.4k 74.83
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $595k 6.0k 98.80
Ishares Tr Msci Eafe Etf (EFA) 0.3 $567k 7.2k 78.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $498k 9.1k 54.85
Marsh & McLennan Companies (MMC) 0.3 $492k 3.5k 140.57
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $464k -3% 5.8k 80.03
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $436k -4% 3.8k 115.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $417k 1.5k 278.19
Lockheed Martin Corporation (LMT) 0.2 $378k 1.0k 378.00
Ishares Tr Core Msci Total (IXUS) 0.2 $342k +4% 4.7k 73.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $323k 4.4k 72.81
Microsoft Corporation (MSFT) 0.2 $313k 1.2k 271.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $299k -9% 3.5k 86.02
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $298k +4% 5.4k 55.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $248k 3.3k 74.21
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $227k +2% 1.7k 134.24
Ishares Tr Esg Aware Msci (ESML) 0.1 $222k 5.5k 40.32
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $218k +3% 8.4k 26.05

Past Filings by Truefg

SEC 13F filings are viewable for Truefg going back to 2019