Truadvice

Truadvice as of Dec. 31, 2022

Portfolio Holdings for Truadvice

Truadvice holds 159 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.9 $15M 194k 77.17
Global X Fds Dow 30 Covered C (DJIA) 6.6 $13M 574k 21.95
Global X Fds S&p 500 Covered (XYLD) 5.8 $11M 273k 40.30
Pacer Fds Tr Swan Sos Fd Of (PSFF) 5.3 $10M 447k 22.42
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 5.2 $9.9M 246k 40.12
Ishares Tr Core S&p500 Etf (IVV) 3.2 $6.1M 15k 399.63
Proshares Tr Short S&p 500 Ne 2.6 $5.0M 325k 15.44
Ishares Tr Esg Awr Msci Usa (ESGU) 2.4 $4.5M 51k 88.32
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 2.0 $3.9M 169k 22.86
Ishares U S Etf Tr Bloomberg Roll (CMDY) 2.0 $3.8M 70k 54.24
Alps Etf Tr Riverfrnt Dymc (RFDA) 2.0 $3.7M 85k 43.65
Proshares Tr Short Qqq New 1.8 $3.4M 241k 13.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $2.8M 88k 31.98
American Centy Etf Tr Us Eqt Etf (AVUS) 1.5 $2.8M 40k 71.17
Proshares Tr Sht 7-10 Yr Tr (TBX) 1.4 $2.6M 94k 27.86
Alps Etf Tr Riverfront Dym (RFCI) 1.4 $2.6M 114k 22.56
Ishares Tr Eafe Value Etf (EFV) 1.2 $2.4M 48k 48.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $2.2M 48k 46.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.2M 5.6k 397.77
Ishares Tr Core Total Usd (IUSB) 1.2 $2.2M 47k 46.23
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $2.2M 24k 90.85
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.1 $2.1M 48k 43.94
DNP Select Income Fund (DNP) 1.1 $2.1M 183k 11.64
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 1.1 $2.1M 51k 40.27
Ishares Core Msci Emkt (IEMG) 1.0 $2.0M 39k 50.44
Proshares Tr Shrt 20+yr Tre (TBF) 0.9 $1.8M 83k 21.31
Microsoft Corporation (MSFT) 0.9 $1.8M 7.3k 240.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.6M 35k 45.15
Ishares Tr Mbs Etf (MBB) 0.8 $1.5M 16k 95.39
Apple (AAPL) 0.8 $1.5M 11k 135.94
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.4M 6.4k 225.66
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $1.4M 25k 56.96
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.7 $1.4M 24k 56.26
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.7 $1.4M 38k 36.47
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.7 $1.4M 38k 35.65
Exxon Mobil Corporation (XOM) 0.7 $1.3M 12k 112.93
Vanguard Index Fds Value Etf (VTV) 0.7 $1.3M 9.0k 143.71
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.6 $1.2M 39k 31.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.2M 25k 46.98
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $891k 12k 73.33
Wisdomtree Tr Us Largecap Fund (EPS) 0.5 $873k 20k 43.18
Ishares Tr U.s. Tech Etf (IYW) 0.5 $861k 11k 78.70
Wisdomtree Tr Us Efficient Cor (NTSX) 0.4 $848k 25k 33.93
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.4 $797k 24k 32.76
Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) 0.4 $762k 29k 26.54
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $755k 21k 35.38
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $749k 7.5k 99.74
Ishares Gold Tr Ishares New (IAU) 0.4 $749k 21k 36.21
Johnson & Johnson (JNJ) 0.4 $734k 4.3k 172.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $709k 6.2k 113.99
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.4 $696k 26k 26.43
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.4 $672k 19k 35.34
Amazon (AMZN) 0.4 $668k 7.0k 96.05
Boeing Company (BA) 0.3 $647k 3.1k 211.41
Alps Etf Tr Riverfrnt Flex (RFFC) 0.3 $637k 15k 41.88
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $623k 4.3k 145.50
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $610k 9.9k 61.75
Paychex (PAYX) 0.3 $604k 5.1k 118.42
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.3 $592k 16k 37.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $591k 1.9k 314.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $582k 7.3k 79.35
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.3 $555k 19k 30.02
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $554k 10k 54.45
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.3 $550k 15k 36.16
Cisco Systems (CSCO) 0.3 $546k 11k 48.08
Aim Etf Products Trust Us Lrg Cp Buf10 (APRT) 0.3 $539k 19k 28.26
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $537k 19k 29.09
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.3 $537k 16k 34.13
Aim Etf Products Trust Us Lrg Cap Buf10 (JULT) 0.3 $533k 19k 28.56
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $529k 12k 45.11
Aim Etf Products Trust Us Lrg Cp Bufr10 (JANT) 0.3 $519k 20k 26.12
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.3 $516k 15k 35.15
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $513k 7.5k 67.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $508k 12k 41.92
Pacer Fds Tr Swan Sos Flex Ap (PSFM) 0.3 $506k 23k 22.49
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) 0.3 $497k 17k 29.65
Air Products & Chemicals (APD) 0.3 $495k 1.6k 306.38
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $492k 33k 15.02
Eli Lilly & Co. (LLY) 0.3 $490k 1.4k 357.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $475k 1.4k 339.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $465k 2.4k 196.03
Automatic Data Processing (ADP) 0.2 $461k 1.9k 236.78
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.2 $460k 15k 31.60
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $457k 4.5k 101.05
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.2 $457k 11k 43.59
Pepsi (PEP) 0.2 $454k 2.6k 176.06
Wisdomtree Tr Us Multifactor (USMF) 0.2 $447k 12k 38.68
DTE Energy Company (DTE) 0.2 $430k 3.7k 117.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $428k 4.0k 106.06
Innovator Etfs Tr Us Eqty Ultra Bu (UNOV) 0.2 $427k 15k 28.33
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $418k 17k 24.57
Domino's Pizza (DPZ) 0.2 $417k 1.2k 344.19
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $414k 18k 23.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $411k 4.7k 87.91
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $411k 8.6k 47.81
Investment Managers Ser Tr I Axs Astoria Infl (PPI) 0.2 $409k 15k 26.61
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.2 $403k 13k 29.99
McDonald's Corporation (MCD) 0.2 $403k 1.5k 274.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $397k 4.5k 88.55
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $394k 9.4k 41.96
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.2 $392k 21k 18.44
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.2 $392k 13k 30.01
Waste Management (WM) 0.2 $388k 2.5k 154.37
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.2 $378k 13k 30.24
Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $373k 12k 31.85
Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.2 $370k 16k 23.00
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $368k 12k 31.21
Chevron Corporation (CVX) 0.2 $363k 2.0k 180.49
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $362k 4.0k 91.58
Ishares Tr Core Div Grwth (DGRO) 0.2 $352k 6.9k 51.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $351k 8.9k 39.47
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $341k 6.1k 55.56
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.2 $339k 10k 33.85
Meta Platforms Cl A (META) 0.2 $334k 2.5k 135.36
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.2 $332k 7.5k 44.41
Walt Disney Company (DIS) 0.2 $328k 3.3k 99.90
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $325k 13k 25.83
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.2 $313k 6.8k 45.78
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $303k 4.3k 69.82
Ishares Tr Core Divid Etf (DIVB) 0.2 $301k 7.7k 38.93
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $301k 4.7k 63.40
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $299k 5.7k 52.16
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.2 $297k 7.9k 37.84
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $296k 6.0k 49.28
Ishares Tr Us Infrastruc (IFRA) 0.2 $293k 7.7k 38.20
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.2 $292k 10k 28.70
Wisdomtree Tr Putwrite Strat (PUTW) 0.2 $287k 9.3k 30.82
Ford Motor Company (F) 0.2 $286k 23k 12.67
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.1 $281k 7.7k 36.65
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $280k 4.8k 58.72
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $279k 3.3k 83.94
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $276k 17k 16.58
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.1 $272k 9.6k 28.22
Agf Invts Tr Agfiq Us Mk Anti (BTAL) 0.1 $272k 14k 20.17
Procter & Gamble Company (PG) 0.1 $271k 1.8k 150.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $271k 3.6k 76.09
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $266k 5.9k 45.35
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $264k 8.2k 32.38
Coca-Cola Company (KO) 0.1 $264k 4.3k 61.67
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.1 $259k 8.3k 31.15
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.1 $253k 5.4k 46.42
Wal-Mart Stores (WMT) 0.1 $251k 1.7k 144.37
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) 0.1 $250k 9.5k 26.36
Abbott Laboratories (ABT) 0.1 $250k 2.2k 113.39
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.1 $246k 7.8k 31.58
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $244k 5.8k 41.97
First Tr Exch Traded Fd Iii Merger Arbitra (MARB) 0.1 $235k 12k 20.11
Rockwell Automation (ROK) 0.1 $233k 827.00 282.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $223k 5.4k 41.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $219k 4.5k 48.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $216k 768.00 281.54
Blackstone Group Inc Com Cl A (BX) 0.1 $215k 2.5k 85.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $210k 3.5k 60.18
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $204k 7.4k 27.54
Nextera Energy (NEE) 0.1 $203k 2.4k 85.74
Truist Financial Corp equities (TFC) 0.1 $201k 4.3k 47.15
Know Labs Com New (KNW) 0.1 $194k 147k 1.32
Barings Bdc (BBDC) 0.1 $171k 19k 8.89
Goldmining (GLDG) 0.1 $112k 85k 1.32