Truvvo Partners as of Dec. 31, 2021
Portfolio Holdings for Truvvo Partners
Truvvo Partners holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 20.7 | $1.9M | 32k | 60.83 | |
| Goldman Sachs (GS) | 20.4 | $1.9M | 5.0k | 382.60 | |
| Apple (AAPL) | 14.1 | $1.3M | 7.5k | 177.60 | |
| Vanguard Index Fds S&p Etf Shs (VOO) | 9.9 | $931k | 2.1k | 436.68 | |
| Hancock John Prem Divid Com Sh Ben Int (PDT) | 9.3 | $869k | 52k | 16.71 | |
| Microsoft Corporation (MSFT) | 5.4 | $508k | 1.5k | 336.20 | |
| Home Depot (HD) | 5.3 | $494k | 1.2k | 414.78 | |
| Marriott Intl Inc New Cl A Cl A (MAR) | 3.9 | $365k | 2.2k | 165.01 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $345k | 959.00 | 359.75 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 2.4 | $229k | 500.00 | 458.00 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $204k | 1.3k | 158.02 | |
| Vanguard World Fds Financials Etf (VFH) | 2.1 | $201k | 2.1k | 96.40 | |
| Empresa Dist Y Comercial Nor Spon Adr (EDN) | 0.6 | $54k | 10k | 5.37 |
