HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  09/30/2020

   EntityAmountChange
 06/30/2020 to 09/30/2020
Position Size
($ in 1000's)
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,008,857 -101,480 $76,158
     ITOT1,008,857-101,480$76,158
iShares Gold Trust (IAU) 2,923,496 +1,595,455 $52,593
     IAU2,923,496+1,595,455$52,593
iShares Core MSCI Total Intl Stk ETF (IXUS) 733,295 +408,269 $42,780
     IXUS733,295+408,269$42,780
Ishares Tr Intrm Tr Crp Etf (IGIB) 428,435 +428,435 $26,053
     IGIB428,435+428,435$26,053
iShares Core MSCI Emerging Markets ETF (IEMG) 388,609 +254,710 $20,518
     IEMG388,609+254,710$20,518
Apple Inc 172,697 +125,128 $20,000
     AAPL172,697+125,128$20,000
iShares National Muni Bond ETF (MUB) 171,476 +171,476 $19,879
     MUB171,476+171,476$19,879
iShares Edge MSCI Min Vol USA (USMV) 305,069 -62,502 $19,442
     USMV305,069-62,502$19,442
iShares Core S&P Small Cap (IJR) 249,505 +180,884 $17,522
     IJR249,505+180,884$17,522
iShares Russell 1000 Value (IWD) 142,413 +73,139 $16,823
     IWD142,413+73,139$16,823
iShares Core S&P Mid Cap (IJH) 86,566 +68,810 $16,041
     IJH86,566+68,810$16,041
Ishares Core U S Growth Etf (IUSG) 167,215 -23,708 $13,373
     IUSG167,215-23,708$13,373
iShares Core S&P US Value ETF (IUSV) 203,661 -20,686 $11,056
     IUSV203,661-20,686$11,056
Microsoft Corp 48,560 +5,173 $10,213
     MSFT48,560+5,173$10,213
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 59,175 -4,132 $7,971
     LQD59,175-4,132$7,971
Amazon.com Inc 2,097 -93 $6,602
     AMZN2,097-93$6,602
Invesco QQQ Trust 19,685 +16,825 $5,476
     QQQ19,685+16,825$5,476
iShares Core S&P 500 (IVV) 12,232 -3,814 $4,110
     IVV12,232-3,814$4,110
iShares Core US Aggregate Bond (AGG) 34,412 +59 $4,062
     AGG34,412+59$4,062
Vanguard Short Term Bond ETF (BSV) 47,568 +3,006 $3,950
     BSV47,568+3,006$3,950
Pfizer Inc 100,376 +5,702 $3,683
     PFE100,376+5,702$3,683
iShares Core MSCI EAFE (IEFA) 60,993 -150,536 $3,676
     IEFA60,993-150,536$3,676
Anheuser Busch InBev SA NV 64,670 -2,249 $3,484
     BUD64,670-2,249$3,484
Vanguard Information Technology ETF (VGT) 11,113 +618 $3,461
     VGT11,113+618$3,461
3M Co 20,072 +181 $3,215
     MMM20,072+181$3,215
PepsiCo Inc 23,193 +146 $3,214
     PEP23,193+146$3,214
AT&T Inc 111,306 -17,309 $3,173
     T111,306-17,309$3,173
Ford Motor Co 468,900 -288 $3,122
     F468,900-288$3,122
JPMorgan Chase & Co 31,253 +850 $3,008
     JPM31,253+850$3,008
AbbVie Inc 33,588 -566 $2,942
     ABBV33,588-566$2,942
Chevron Corp 39,749 -1,542 $2,861
     CVX39,749-1,542$2,861
Emerson Electric Co 41,974 -6,457 $2,752
     EMR41,974-6,457$2,752
Vanguard Intermediate Term Corp Bd ETF (VCIT) 27,771 +1,806 $2,660
     VCIT27,771+1,806$2,660
iShares ESG Aware MSCI USA ETF (ESGU) 34,782 -10,852 $2,650
     ESGU34,782-10,852$2,650
Iron Mountain Inc 96,706 +3,469 $2,649
     IRM96,706+3,469$2,649
iShares ESG Aware MSCI EM ETF (ESGE) 74,364 -3,741 $2,648
     ESGE74,364-3,741$2,648
Goldman Sachs Group Inc 12,991 -157 $2,610
     GS12,991-157$2,610
iShares MBS (MBB) 22,131 +1,502 $2,443
     MBB22,131+1,502$2,443
Gilead Sciences Inc 37,500 +5,678 $2,369
     GILD37,500+5,678$2,369
iShares Russell 1000 (IWB) 12,489 +379 $2,337
     IWB12,489+379$2,337
Facebook Inc A 8,885 -554 $2,326
     FB8,885-554$2,326
Umpqua Holdings Corp 219,072 +11,220 $2,326
     UMPQ219,072+11,220$2,326
Johnson & Johnson 15,369 +566 $2,288
     JNJ15,369+566$2,288
Raytheon Technologies Ord 37,634 +14,543 $2,165
     RTX37,634+14,543$2,165
iShares Ultra Short Term Bond ETF (ICSH) 42,598 +32,644 $2,154
     ICSH42,598+32,644$2,154
Verizon Communications Inc 36,097 +1,507 $2,147
     VZ36,097+1,507$2,147
Tesla Motors Inc 4,837 +3,907 $2,075
     TSLA4,837+3,907$2,075
Eli Lilly and Co 13,581 +43 $2,010
     LLY13,581+43$2,010
iShares 1 3 Year Treasury Bond (SHY) 23,133 -486,392 $2,001
     SHY23,133-486,392$2,001
Salesforce.com Inc 7,489 -5 $1,882
     CRM7,489-5$1,882

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 09/30/2020: $585,384
At 06/30/2020: $546,632

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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