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Tree shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Tree

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tree by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-03-31 $5.2k 103 50.27
2024-12-31 $775 20 38.75
2024-09-30 $4.3k 74 58.04

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Ameriprise Financial
Renaissance Technologies
Emerald Advisers
Blue Grotto Capital
Punch & Associates Investment Management
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Jane Street
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Susquehanna International

View all funds holding Tree