HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,163,164 -204,102 $66,544
     ITOT1,163,164-204,102$66,544
iShares 1 3 Year Treasury Bond (SHY) 520,849 -550,663 $45,142
     SHY520,849-550,663$45,142
iShares Intermediate Govt Crdt Bd ETF (GVI) 214,897 -23,071 $24,701
     GVI214,897-23,071$24,701
iShares Gold Trust (IAU) 1,320,676 +1,133,731 $19,902
     IAU1,320,676+1,133,731$19,902
iShares Edge MSCI Min Vol USA (USMV) 365,863 -132,241 $19,760
     USMV365,863-132,241$19,760
iShares Core MSCI Total Intl Stk ETF (IXUS) 330,099 +303,089 $15,517
     IXUS330,099+303,089$15,517
iShares S&P 500 Growth (IVW) 85,825 -28,719 $14,165
     IVW85,825-28,719$14,165
iShares Core 1 5 Year USD Bond ETF (ISTB) 260,726 +60,294 $13,166
     ISTB260,726+60,294$13,166
Ishares Core U S Growth Etf (IUSG) 228,980 +18,116 $13,072
     IUSG228,980+18,116$13,072
iShares Core MSCI EAFE (IEFA) 237,338 -236,640 $11,840
     IEFA237,338-236,640$11,840
Apple Inc 44,164 +2,643 $11,230
     AAPL44,164+2,643$11,230
iShares Core S&P US Value ETF (IUSV) 224,627 +34,517 $10,373
     IUSV224,627+34,517$10,373
iShares Core MSCI Emerging Markets ETF (IEMG) 186,278 +81,614 $7,538
     IEMG186,278+81,614$7,538
iShares Russell 1000 Value (IWD) 69,566 +64,949 $6,899
     IWD69,566+64,949$6,899
iShares 0 5 Year TIPS Bond ETF (STIP) 67,923 -19,973 $6,785
     STIP67,923-19,973$6,785
Microsoft Corp 42,586 +10,250 $6,716
     MSFT42,586+10,250$6,716
iShares Core S&P 500 (IVV) 22,723 -4,236 $5,871
     IVV22,723-4,236$5,871
iShares S&P 500 Value (IVE) 59,166 -101,469 $5,694
     IVE59,166-101,469$5,694
iShares Select Dividend (DVY) 70,562 -91,679 $5,189
     DVY70,562-91,679$5,189
Amazon.com Inc 2,071 +280 $4,037
     AMZN2,071+280$4,037
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 32,544 -4,463 $4,019
     LQD32,544-4,463$4,019
iShares Core US Aggregate Bond (AGG) 33,800 -2,331 $3,899
     AGG33,800-2,331$3,899
AT&T Inc 122,417 +58,049 $3,568
     T122,417+58,049$3,568
iShares Core S&P Small Cap (IJR) 62,078 -2,894 $3,483
     IJR62,078-2,894$3,483
iShares US Treasury Bond (GOVT) 120,281 +120,236 $3,369
     GOVT120,281+120,236$3,369
iShares MBS (MBB) 29,792 +9,064 $3,290
     MBB29,792+9,064$3,290
JPMorgan Chase & Co 34,603 +8,399 $3,115
     JPM34,603+8,399$3,115
Pfizer Inc 92,005 +46,072 $3,003
     PFE92,005+46,072$3,003
Vanguard Value ETF (VTV) 33,395 +268 $2,974
     VTV33,395+268$2,974
Anheuser Busch InBev SA NV 63,457 +59,717 $2,799
     BUD63,457+59,717$2,799
PepsiCo Inc 22,821 +15,208 $2,740
     PEP22,821+15,208$2,740
Chevron Corp 36,795 +24,957 $2,666
     CVX36,795+24,957$2,666
AbbVie Inc 33,556 +28,475 $2,556
     ABBV33,556+28,475$2,556
iShares Core S&P Mid Cap (IJH) 17,369 -463 $2,498
     IJH17,369-463$2,498
Gilead Sciences Inc 31,317 +30,926 $2,341
     GILD31,317+30,926$2,341
3M Co 17,089 +15,668 $2,332
     MMM17,089+15,668$2,332
Eli Lilly and Co 16,586 +1,444 $2,300
     LLY16,586+1,444$2,300
Umpqua Holdings Corp 204,810 +192,410 $2,275
     UMPQ204,810+192,410$2,275
Ford Motor Co 469,849 +435,630 $2,269
     F469,849+435,630$2,269
Emerson Electric Co 47,230 +44,713 $2,250
     EMR47,230+44,713$2,250
Iron Mountain Inc 92,591 +91,791 $2,208
     IRM92,591+91,791$2,208
Vanguard Intermediate Term Corp Bd ETF (VCIT) 24,212 -1,211 $2,108
     VCIT24,212-1,211$2,108
Goldman Sachs Group Inc 13,060 +12,835 $2,019
     GS13,060+12,835$2,019
iShares Russell 1000 (IWB) 13,976 -1,408 $1,978
     IWB13,976-1,408$1,978
Johnson & Johnson 14,783 -4,129 $1,938
     JNJ14,783-4,129$1,938
Verizon Communications Inc 34,266 -11,689 $1,841
     VZ34,266-11,689$1,841
Fidelity MSCI Real Estate ETF (FREL) 86,315 -1,374 $1,795
     FREL86,315-1,374$1,795
US Bancorp 51,094 -4,790 $1,781
     USB51,094-4,790$1,781
SPDR S&P Dividend ETF (SDY) 21,738 -4,203 $1,736
     SDY21,738-4,203$1,736
Ishares Tr Intrm Tr Crp Etf (IGIB) 30,325 +30,325 $1,665
     IGIB30,325+30,325$1,665

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 03/31/2020: $469,566
At 12/31/2019: $652,259

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.