HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
iShares 1 3 Year Treasury Bond (SHY) 1,098,012 -3,887 $93,133
     SHY1,098,012-3,887$93,133
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,350,834 +5,502 $90,600
     ITOT1,350,834+5,502$90,600
iShares Edge MSCI Min Vol USA (USMV) 493,876 +31,938 $31,657
     USMV493,876+31,938$31,657
iShares Intermediate Govt Crdt Bd ETF (GVI) 233,627 +732 $26,451
     GVI233,627+732$26,451
iShares Core MSCI EAFE (IEFA) 365,079 -7,959 $22,295
     IEFA365,079-7,959$22,295
iShares S&P 500 Growth (IVW) 114,586 -914 $20,629
     IVW114,586-914$20,629
iShares S&P 500 Value (IVE) 162,126 -46 $19,315
     IVE162,126-46$19,315
iShares Core MSCI Total Intl Stk ETF (IXUS) 253,848 +6,280 $14,662
     IXUS253,848+6,280$14,662
Ishares Core U S Growth Etf (IUSG) 192,129 -986 $12,079
     IUSG192,129-986$12,079
iShares Core 1 5 Year USD Bond ETF (ISTB) 199,282 +2,353 $10,061
     ISTB199,282+2,353$10,061
iShares Core S&P US Value ETF (IUSV) 168,680 +1,194 $9,749
     IUSV168,680+1,194$9,749
iShares Core International Aggt Bd ETF (IAGG) 162,283 -4,231 $9,053
     IAGG162,283-4,231$9,053
Apple Inc 40,187 +1,518 $9,000
     AAPL40,187+1,518$9,000
iShares 0 5 Year TIPS Bond ETF (STIP) 87,568 -1,687 $8,771
     STIP87,568-1,687$8,771
iShares Core S&P 500 (IVV) 20,933 +4,397 $6,249
     IVV20,933+4,397$6,249
iShares Core MSCI Emerging Markets ETF (IEMG) 123,184 -9,474 $6,038
     IEMG123,184-9,474$6,038
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 35,577 +843 $4,535
     LQD35,577+843$4,535
Marsh & Mclennan Companies Inc 43,485 UNCH $4,350
     MMC43,485UNCH$4,350
Ishares 20 Plus Year Treasury Bond Etf (TLT) 30,325 +5,226 $4,338
     TLT30,325+5,226$4,338
First Trust Value Line Dividend ETF (FVD) 114,839 +1,856 $4,004
     FVD114,839+1,856$4,004
Vanguard Value ETF (VTV) 35,522 -891 $3,965
     VTV35,522-891$3,965
iShares Core US Aggregate Bond (AGG) 34,728 +676 $3,930
     AGG34,728+676$3,930
iShares Core S&P Small Cap (IJR) 48,570 +1,779 $3,780
     IJR48,570+1,779$3,780
Boeing Co 9,584 +60 $3,646
     BA9,584+60$3,646
Microsoft Corp 25,491 +714 $3,544
     MSFT25,491+714$3,544
Invesco S&P 500 Equal Weight ETF (RSP) 31,039 +413 $3,354
     RSP31,039+413$3,354
iShares Edge MSCI Min Vol EAFE ETF (EFAV) 45,649 -144 $3,345
     EFAV45,649-144$3,345
US Bancorp 56,035 +2,573 $3,124
     USB56,035+2,573$3,124
iShares Core S&P Mid Cap (IJH) 15,602 +412 $3,014
     IJH15,602+412$3,014
Jpmorgan Chase & Co 25,364 +2,945 $2,985
     JPM25,364+2,945$2,985
Verizon Communications Inc 48,020 +5,939 $2,898
     VZ48,020+5,939$2,898
iShares Core Dividend Growth ETF (DGRO) 67,872 -15,355 $2,656
     DGRO67,872-15,355$2,656
Invesco QQQ Trust 13,495 +1,841 $2,553
     QQQ13,495+1,841$2,553
iShares Russell 1000 (IWB) 15,504 UNCH $2,551
     IWB15,504UNCH$2,551
iShares Gold Trust (IAU) 170,930 +5,670 $2,410
     IAU170,930+5,670$2,410
Invesco S&P SmallCap Low Volatility ETF (XSLV) 49,033 -31,401 $2,397
     XSLV49,033-31,401$2,397
Vanguard Intermediate Term Corp Bd ETF (VCIT) 24,825 +2,161 $2,265
     VCIT24,825+2,161$2,265
SPDR S&P Dividend ETF (SDY) 21,667 +4,160 $2,223
     SDY21,667+4,160$2,223
iShares MBS (MBB) 20,491 +1,407 $2,219
     MBB20,491+1,407$2,219
Invesco S&P MidCap Low Volatility ETF (XMLV) 41,833 +1,209 $2,200
     XMLV41,833+1,209$2,200
Amazon.com Inc 1,267 +79 $2,199
     AMZN1,267+79$2,199
Johnson & Johnson 16,835 +1,199 $2,178
     JNJ16,835+1,199$2,178
AT&T Inc 55,764 +3,423 $2,110
     T55,764+3,423$2,110
Northwest Natural Holding Co 28,686 UNCH $2,046
     NWN28,686UNCH$2,046
Exxon Mobil Corp 28,835 +937 $2,036
     XOM28,835+937$2,036
Cisco Systems Inc 39,788 +10,582 $1,965
     CSCO39,788+10,582$1,965
Eli Lilly and Co 17,142 UNCH $1,917
     LLY17,142UNCH$1,917
Comcast Corp Class A 40,529 -4 $1,827
     CMCSA40,529-4$1,827
Nike Inc B 19,126 +190 $1,796
     NKE19,126+190$1,796
Fidelity MSCI Real Estate ETF (FREL) 62,223 +13,383 $1,736
     FREL62,223+13,383$1,736

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 09/30/2019: $578,989
At 06/30/2019: $586,960

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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