HoldingsChannel.com
TRUE Private Wealth Advisors Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
iShares 1 3 Year Treasury Bond (SHY) 1,101,899 -192,770 $93,419
     SHY1,101,899-192,770$93,419
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,345,332 +368,198 $89,639
     ITOT1,345,332+368,198$89,639
iShares Edge MSCI Min Vol USA (USMV) 461,938 +256,823 $28,515
     USMV461,938+256,823$28,515
iShares Intermediate Govt Crdt Bd ETF (GVI) 232,895 +4,427 $26,149
     GVI232,895+4,427$26,149
iShares Core MSCI EAFE (IEFA) 373,038 +58,140 $22,904
     IEFA373,038+58,140$22,904
iShares S&P 500 Growth (IVW) 115,500 -3,857 $20,702
     IVW115,500-3,857$20,702
iShares S&P 500 Value (IVE) 162,172 -1,737 $18,904
     IVE162,172-1,737$18,904
iShares Core MSCI Total Intl Stk ETF (IXUS) 247,568 +218,613 $14,517
     IXUS247,568+218,613$14,517
Ishares Core U S Growth Etf (IUSG) 193,115 +31,579 $12,104
     IUSG193,115+31,579$12,104
iShares Core 1 5 Year USD Bond ETF (ISTB) 196,929 -18,453 $9,931
     ISTB196,929-18,453$9,931
iShares Core Russell US Value (IUSV) 167,486 +29,339 $9,488
     IUSV167,486+29,339$9,488
iShares Core International Aggt Bd ETF (IAGG) 166,514 -5,135 $9,070
     IAGG166,514-5,135$9,070
iShares 0 5 Year TIPS Bond ETF (STIP) 89,255 -7,329 $8,977
     STIP89,255-7,329$8,977
Apple Inc 38,669 -992 $7,653
     AAPL38,669-992$7,653
iShares Core MSCI Emerging Markets ETF (IEMG) 132,658 +22,243 $6,823
     IEMG132,658+22,243$6,823
iShares Core S&P 500 (IVV) 16,536 +6,622 $4,874
     IVV16,536+6,622$4,874
Marsh & Mclennan Companies Inc 43,485 UNCH $4,337
     MMC43,485UNCH$4,337
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 34,734 +11,557 $4,319
     LQD34,734+11,557$4,319
Vanguard Value ETF (VTV) 36,413 +586 $4,064
     VTV36,413+586$4,064
Invesco S&P SmallCap Low Volatility ETF (XSLV) 80,434 -24,796 $3,859
     XSLV80,434-24,796$3,859
First Trust Value Line Dividend ETF (FVD) 112,983 -2,940 $3,812
     FVD112,983-2,940$3,812
iShares Core US Aggregate Bond (AGG) 34,052 +6,842 $3,791
     AGG34,052+6,842$3,791
iShares Core S&P Small Cap (IJR) 46,791 +9,256 $3,662
     IJR46,791+9,256$3,662
Boeing Co 9,524 -546 $3,467
     BA9,524-546$3,467
Ishares 20 Plus Year Treasury Bond Etf (TLT) 25,099 +25,099 $3,333
     TLT25,099+25,099$3,333
iShares Edge MSCI Min Vol EAFE ETF (EFAV) 45,793 -7,948 $3,326
     EFAV45,793-7,948$3,326
Microsoft Corp 24,777 +147 $3,319
     MSFT24,777+147$3,319
Invesco S&P 500 Equal Weight ETF (RSP) 30,626 -17,648 $3,301
     RSP30,626-17,648$3,301
iShares Core Dividend Growth ETF (DGRO) 83,227 +83,227 $3,179
     DGRO83,227+83,227$3,179
iShares Core S&P Mid Cap (IJH) 15,190 +4,880 $2,950
     IJH15,190+4,880$2,950
US Bancorp 53,462 -6,887 $2,821
     USB53,462-6,887$2,821
iShares Russell 1000 (IWB) 15,504 +2,918 $2,523
     IWB15,504+2,918$2,523
JPMorgan Chase & Co 22,419 +1,190 $2,506
     JPM22,419+1,190$2,506
Verizon Communications Inc 42,081 +9,142 $2,404
     VZ42,081+9,142$2,404
Amazon.com Inc 1,188 +16 $2,249
     AMZN1,188+16$2,249
iShares Gold Trust (IAU) 165,260 -71,468 $2,231
     IAU165,260-71,468$2,231
Invesco QQQ Trust 11,654 +10,481 $2,181
     QQQ11,654+10,481$2,181
Johnson & Johnson 15,636 +15 $2,177
     JNJ15,636+15$2,177
Exxon Mobil Corp 27,898 +2,531 $2,137
     XOM27,898+2,531$2,137
Invesco S&P MidCap Low Volatility ETF (XMLV) 40,624 +4,939 $2,082
     XMLV40,624+4,939$2,082
iShares MBS (MBB) 19,084 -6,767 $2,053
     MBB19,084-6,767$2,053
Vanguard Intermediate Term Corp Bd ETF (VCIT) 22,664 +13,966 $2,036
     VCIT22,664+13,966$2,036
Northwest Natural Holding Co 28,686 UNCH $1,993
     NWN28,686UNCH$1,993
Eli Lilly and Co 17,142 -16 $1,899
     LLY17,142-16$1,899
Pfizer Inc 43,698 +3,098 $1,893
     PFE43,698+3,098$1,893
First Trust Dow Jones Internet ETF (FDN) 12,650 -10,462 $1,819
     FDN12,650-10,462$1,819
Wells Fargo & Co 37,806 -1,920 $1,788
     WFC37,806-1,920$1,788
SPDR S&P Dividend ETF (SDY) 17,507 +3,394 $1,766
     SDY17,507+3,394$1,766
AT&T Inc 52,341 +471 $1,753
     T52,341+471$1,753
Comcast Corp Class A 40,533 -48 $1,713
     CMCSA40,533-48$1,713

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 06/30/2019: $586,960
At 03/31/2019: $524,653

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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