HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,110,337 -52,827 $77,101
     ITOT1,110,337-52,827$77,101
iShares 1 3 Year Treasury Bond (SHY) 509,525 -11,324 $44,129
     SHY509,525-11,324$44,129
iShares Intermediate Govt Crdt Bd ETF (GVI) 219,286 +4,389 $25,814
     GVI219,286+4,389$25,814
iShares Gold Trust (IAU) 1,328,041 +7,365 $22,563
     IAU1,328,041+7,365$22,563
iShares Edge MSCI Min Vol USA (USMV) 367,571 +1,708 $22,285
     USMV367,571+1,708$22,285
iShares Core MSCI Total Intl Stk ETF (IXUS) 325,026 -5,073 $17,720
     IXUS325,026-5,073$17,720
iShares S&P 500 Growth (IVW) 84,444 -1,381 $17,521
     IVW84,444-1,381$17,521
Apple Inc 47,569 +3,405 $17,353
     AAPL47,569+3,405$17,353
iShares Core 1 5 Year USD Bond ETF (ISTB) 268,072 +7,346 $13,797
     ISTB268,072+7,346$13,797
Ishares Core U S Growth Etf (IUSG) 190,923 -38,057 $13,723
     IUSG190,923-38,057$13,723
iShares Core MSCI EAFE (IEFA) 211,529 -25,809 $12,091
     IEFA211,529-25,809$12,091
iShares Core S&P US Value ETF (IUSV) 224,347 -280 $11,717
     IUSV224,347-280$11,717
Microsoft Corp 43,387 +801 $8,829
     MSFT43,387+801$8,829
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 63,307 +30,763 $8,514
     LQD63,307+30,763$8,514
iShares Russell 1000 Value (IWD) 69,274 -292 $7,801
     IWD69,274-292$7,801
iShares 0 5 Year TIPS Bond ETF (STIP) 69,247 +1,324 $7,090
     STIP69,247+1,324$7,090
iShares Core MSCI Emerging Markets ETF (IEMG) 133,899 -52,379 $6,373
     IEMG133,899-52,379$6,373
iShares S&P 500 Value (IVE) 58,001 -1,165 $6,276
     IVE58,001-1,165$6,276
Amazon.com Inc 2,190 +119 $6,041
     AMZN2,190+119$6,041
iShares Select Dividend (DVY) 63,837 -6,725 $5,152
     DVY63,837-6,725$5,152
iShares Core S&P 500 (IVV) 16,046 -6,677 $4,969
     IVV16,046-6,677$4,969
iShares Core S&P Small Cap (IJR) 68,621 +6,543 $4,686
     IJR68,621+6,543$4,686
iShares Core US Aggregate Bond (AGG) 34,353 +553 $4,060
     AGG34,353+553$4,060
AT&T Inc 128,615 +6,198 $3,888
     T128,615+6,198$3,888
Vanguard Short Term Bond ETF (BSV) 44,562 +44,562 $3,703
     BSV44,562+44,562$3,703
Chevron Corp 41,291 +4,496 $3,684
     CVX41,291+4,496$3,684
AbbVie Inc 34,154 +598 $3,353
     ABBV34,154+598$3,353
Anheuser Busch InBev SA NV 66,919 +3,462 $3,336
     BUD66,919+3,462$3,336
iShares ESG MSCI USA ETF (ESGU) 45,634 +19,331 $3,193
     ESGU45,634+19,331$3,193
iShares Core S&P Mid Cap (IJH) 17,756 +387 $3,157
     IJH17,756+387$3,157
3M Co 19,891 +2,802 $3,102
     MMM19,891+2,802$3,102
Pfizer Inc 94,674 +2,669 $3,095
     PFE94,674+2,669$3,095
PepsiCo Inc 23,047 +226 $3,048
     PEP23,047+226$3,048
Emerson Electric Co 48,431 +1,201 $3,004
     EMR48,431+1,201$3,004
Vanguard Information Technology ETF (VGT) 10,495 +6,493 $2,925
     VGT10,495+6,493$2,925
JPMorgan Chase & Co 30,403 -4,200 $2,859
     JPM30,403-4,200$2,859
Ford Motor Co 469,188 -661 $2,852
     F469,188-661$2,852
Goldman Sachs Group Inc 13,148 +88 $2,598
     GS13,148+88$2,598
iShares ESG MSCI EM ETF (ESGE) 78,105 +41,505 $2,505
     ESGE78,105+41,505$2,505
Iron Mountain Inc 93,237 +646 $2,491
     IRM93,237+646$2,491
Vanguard Intermediate Term Corp Bd ETF (VCIT) 25,965 +1,753 $2,470
     VCIT25,965+1,753$2,470
Gilead Sciences Inc 31,822 +505 $2,448
     GILD31,822+505$2,448
iShares US Treasury Bond (GOVT) 84,520 -35,761 $2,365
     GOVT84,520-35,761$2,365
iShares MSCI EAFE Growth ETF (EFG) 27,542 +27,542 $2,289
     EFG27,542+27,542$2,289
iShares MBS (MBB) 20,629 -9,163 $2,283
     MBB20,629-9,163$2,283
Eli Lilly and Co 13,538 -3,048 $2,222
     LLY13,538-3,048$2,222
Umpqua Holdings Corp 207,852 +3,042 $2,211
     UMPQ207,852+3,042$2,211
Facebook Inc A 9,439 +19 $2,143
     FB9,439+19$2,143
Ishares Tr Sh Tr Crport Etf (IGSB) 38,727 +34,059 $2,118
     IGSB38,727+34,059$2,118
Johnson & Johnson 14,803 +20 $2,081
     JNJ14,803+20$2,081

See Full List: All Stocks Held By TRUE Private Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By TRUE Private Wealth Advisors

Size ($ in 1000's)
At 06/30/2020: $546,632
At 03/31/2020: $469,566

TRUE Private Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TRUE Private Wealth Advisors 13F filings. Link to 13F filings: SEC filings

TRUE Private Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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