HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,367,266 +16,432 $99,386
     ITOT1,367,266+16,432$99,386
iShares 1 3 Year Treasury Bond (SHY) 1,071,512 -26,500 $90,682
     SHY1,071,512-26,500$90,682
iShares Edge MSCI Min Vol USA (USMV) 498,104 +4,228 $32,675
     USMV498,104+4,228$32,675
iShares Core MSCI EAFE (IEFA) 473,978 +108,899 $30,922
     IEFA473,978+108,899$30,922
iShares Intermediate Govt Crdt Bd ETF (GVI) 237,968 +4,341 $26,809
     GVI237,968+4,341$26,809
iShares S&P 500 Growth (IVW) 114,544 -42 $22,180
     IVW114,544-42$22,180
iShares S&P 500 Value (IVE) 160,635 -1,491 $20,897
     IVE160,635-1,491$20,897
iShares Select Dividend (DVY) 162,241 +162,241 $17,142
     DVY162,241+162,241$17,142
Ishares Core U S Growth Etf (IUSG) 210,864 +18,735 $14,262
     IUSG210,864+18,735$14,262
Apple Inc 41,521 +1,334 $12,192
     AAPL41,521+1,334$12,192
iShares Core S&P US Value ETF (IUSV) 190,110 +21,430 $11,980
     IUSV190,110+21,430$11,980
iShares Core 1 5 Year USD Bond ETF (ISTB) 200,432 +1,150 $10,101
     ISTB200,432+1,150$10,101
iShares 0 5 Year TIPS Bond ETF (STIP) 87,896 +328 $8,852
     STIP87,896+328$8,852
iShares Core S&P 500 (IVV) 26,959 +6,026 $8,714
     IVV26,959+6,026$8,714
iShares Core MSCI Emerging Markets ETF (IEMG) 104,664 -18,520 $5,626
     IEMG104,664-18,520$5,626
iShares Core S&P Small Cap (IJR) 64,972 +16,402 $5,447
     IJR64,972+16,402$5,447
Microsoft Corp 32,336 +6,845 $5,099
     MSFT32,336+6,845$5,099
Marsh & Mclennan Companies Inc 43,409 -76 $4,836
     MMC43,409-76$4,836
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 37,007 +1,430 $4,735
     LQD37,007+1,430$4,735
Invesco QQQ Trust 20,864 +7,369 $4,435
     QQQ20,864+7,369$4,435
First Trust Value Line Dividend ETF (FVD) 116,663 +1,824 $4,203
     FVD116,663+1,824$4,203
iShares Core US Aggregate Bond (AGG) 36,131 +1,403 $4,060
     AGG36,131+1,403$4,060
Vanguard Value ETF (VTV) 33,127 -2,395 $3,970
     VTV33,127-2,395$3,970
iShares Core S&P Mid Cap (IJH) 17,832 +2,230 $3,670
     IJH17,832+2,230$3,670
Invesco S&P 500 Equal Weight ETF (RSP) 31,703 +664 $3,668
     RSP31,703+664$3,668
JPMorgan Chase & Co 26,204 +840 $3,652
     JPM26,204+840$3,652
Boeing Co 11,181 +1,597 $3,642
     BA11,181+1,597$3,642
iShares Edge MSCI Min Vol EAFE ETF (EFAV) 46,127 +478 $3,438
     EFAV46,127+478$3,438
US Bancorp 55,884 -151 $3,336
     USB55,884-151$3,336
Amazon.com Inc 1,791 +524 $3,309
     AMZN1,791+524$3,309
iShares Core Dividend Growth ETF (DGRO) 75,614 +7,742 $3,181
     DGRO75,614+7,742$3,181
Verizon Communications Inc 45,955 -2,065 $2,821
     VZ45,955-2,065$2,821
SPDR S&P Dividend ETF (SDY) 25,941 +4,274 $2,790
     SDY25,941+4,274$2,790
Johnson & Johnson 18,912 +2,077 $2,758
     JNJ18,912+2,077$2,758
iShares Russell 1000 (IWB) 15,384 -120 $2,744
     IWB15,384-120$2,744
iShares Gold Trust (IAU) 186,945 +16,015 $2,710
     IAU186,945+16,015$2,710
Invesco S&P SmallCap Low Volatility ETF (XSLV) 49,450 +417 $2,516
     XSLV49,450+417$2,516
AT&T Inc 64,368 +8,604 $2,515
     T64,368+8,604$2,515
Fidelity MSCI Real Estate ETF (FREL) 87,689 +25,466 $2,443
     FREL87,689+25,466$2,443
First Trust TCWOpportunistic Fxd Inc ETF (FIXD) 45,474 +45,474 $2,356
     FIXD45,474+45,474$2,356
Invesco S&P MidCap Low Volatility ETF (XMLV) 43,388 +1,555 $2,334
     XMLV43,388+1,555$2,334
Vanguard Intermediate Term Corp Bd ETF (VCIT) 25,423 +598 $2,321
     VCIT25,423+598$2,321
iShares MBS (MBB) 20,728 +237 $2,239
     MBB20,728+237$2,239
Nike Inc B 21,297 +2,171 $2,162
     NKE21,297+2,171$2,162
Cisco Systems Inc 44,998 +5,210 $2,158
     CSCO44,998+5,210$2,158
Exxon Mobil Corp 28,684 -151 $2,001
     XOM28,684-151$2,001
Facebook Inc A 9,717 +1,105 $1,994
     FB9,717+1,105$1,994
Eli Lilly and Co 15,142 -2,000 $1,990
     LLY15,142-2,000$1,990
Comcast Corp Class A 44,206 +3,677 $1,987
     CMCSA44,206+3,677$1,987
Alphabet Inc A 1,410 +300 $1,888
     GOOGL1,410+300$1,888

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 12/31/2019: $652,259
At 09/30/2019: $578,989

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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