Truefg

Truefg as of March 31, 2021

Portfolio Holdings for Truefg

Truefg holds 34 positions in its portfolio as reported in the March 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) 16.5 $30M 116k 260.28
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 15.9 $29M 828k 35.36
Vanguard Index Fds Value Etf (VTV) 13.0 $24M 182k 131.46
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.1 $22M 394k 56.40
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.1 $19M 624k 29.65
Ishares Tr Core S&p Scp Etf (IJR) 8.4 $16M 143k 108.53
Spdr Ser Tr Portfolio Intrmd (SPIB) 6.6 $12M 335k 36.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.5 $6.5M 149k 43.78
Ishares Tr Core S&p500 Etf (IVV) 3.5 $6.4M 16k 397.84
Spdr Ser Tr Portfolio Short (SPSB) 3.0 $5.5M 176k 31.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.5M 31k 46.61
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.4M 5.6k 257.00
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.8 $1.4M 48k 30.17
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.7 $1.2M 26k 45.74
Apple (AAPL) 0.4 $660k 5.4k 122.11
Visa Com Cl A (V) 0.3 $610k 2.9k 211.81
Ishares Tr Core Msci Eafe (IEFA) 0.3 $606k 8.4k 72.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $544k 5.9k 91.54
Ishares Tr Msci Eafe Etf (EFA) 0.3 $540k 7.1k 75.94
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $489k 8.9k 54.72
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $448k 3.9k 113.79
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $443k 6.0k 73.71
Marsh & McLennan Companies (MMC) 0.2 $426k 3.5k 121.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $383k 1.5k 255.50
Lockheed Martin Corporation (LMT) 0.2 $370k 1.0k 370.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $325k 3.8k 84.81
Ishares Tr Core Msci Total (IXUS) 0.2 $313k 4.5k 70.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $289k 4.4k 65.15
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $281k 5.1k 54.75
Microsoft Corporation (MSFT) 0.1 $271k 1.1k 235.86
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $238k 3.3k 71.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $214k 1.6k 129.93
Ishares Tr Esg Aware Msci (ESML) 0.1 $213k 5.5k 38.48
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $210k 8.1k 25.96