Truefg

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, LLC 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 December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 16.2 $27M 118k 229.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 16.1 $27M +2% 797k 33.75
Vanguard Index Fds Value Etf (VTV) 12.7 $21M +2% 178k 118.96
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.4 $21M 375k 55.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.1 $17M +9% 546k 30.79
Ishares Tr Core S&p Scp Etf (IJR) 8.4 $14M -2% 153k 91.90
Spdr Ser Tr Portfolio Intrmd (SPIB) 6.6 $11M +8% 298k 37.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.7 $6.1M 146k 42.16
Ishares Tr Core S&p500 Etf (IVV) 3.1 $5.2M +8% 14k 375.42
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $4.8M +9% 152k 31.40
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.4M 5.7k 253.26
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.8 $1.3M +16% 40k 33.10
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.3M 29k 43.95
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $1.1M -2% 27k 40.41

Setup an alert

Truefg will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Apple (AAPL) 0.5 $769k -8% 5.8k 132.68
Visa Com Cl A (V) 0.4 $630k 2.9k 218.75
Ishares Tr Mrgstr Md Cp Etf (JKG) 0.4 $613k 2.6k 234.15
Ishares Tr Core Msci Eafe (IEFA) 0.3 $543k 7.9k 69.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $525k 6.1k 86.24
Ishares Tr Msci Eafe Etf (EFA) 0.3 $515k -7% 7.1k 72.89
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $478k +3% 4.0k 118.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $474k 8.6k 55.20
Marsh & McLennan Companies (MMC) 0.2 $410k 3.5k 117.14
Lockheed Martin Corporation (LMT) 0.2 $355k 1.0k 355.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $348k 1.5k 232.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $343k +5% 3.9k 88.13
Ishares Tr Core Msci Total (IXUS) 0.2 $316k 4.7k 67.23
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $305k NEW 4.3k 70.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $283k +300% 4.4k 63.80
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $272k 4.0k 68.41
Microsoft Corporation (MSFT) 0.2 $256k -29% 1.1k 222.80
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $243k -10% 1.8k 138.07
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $229k NEW 4.1k 56.46

Past Filings by Truefg

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