True Wealth Design »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tree by True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3k 74 58.04

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)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for True Wealth Design

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
State Street Corporation
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors

View all funds holding Tree