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Pulte shares owned by True Wealth Design

Quarter-by-quarter ownership of Pulte (PHM) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Pulte

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All positions including Pulte held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pulte by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $991k 9.6k 103.22
2023-09-30 $792k 11k 74.05
2023-06-30 $1.0M 13k 77.68
2023-03-31 $835k 14k 58.28
2022-12-31 $867k 19k 45.53

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Pulte

Vanguard Group
Dimensional Fund Advisors
Greenhaven Associates
LSV Asset Management
Norges Bank Investment Management
AQR Capital Management
Pacer Advisors
Goldman Sachs Group
Allianz Asset Management
Legal & General Group
Alliancebernstein
Bank of New York Mellon
Hsbc Holdings
Bank of America Corporation
Thomas Stevens, CFA"

View all funds holding Pulte