TRUE Private Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Salem, OR
CIK
0001667074
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 215 838,181 IXUS, AGZ, RSP, FLOT 13F-HR 11/14/2024 000117266124005302
Q2 2024 278 883,204 IXUS, FLOT, RSP, ITOT 13F-HR 7/16/2024 000117266124002797
Q1 2024 284 871,786 IXUS, RSP, ITOT, PFF 13F-HR 4/25/2024 000117266124001939
Q4 2023 290 790,075 IXUS, RSP, ITOT, FLOT 13F-HR 1/30/2024 000117266124000390
Q3 2023 260 720,060 IXUS, SHY, RSP, ITOT 13F-HR 11/13/2023 000117266123003739
Q2 2023 241 676,943 SHY, IXUS, ITOT, RSP 13F-HR 8/11/2023 000117266123002935
Q1 2023 233 675,880 SHY, ITOT, IXUS, AGG 13F-HR 5/11/2023 000117266123002011
Q4 2022 221 649,355 SHY, ITOT, SHV, IWD 13F-HR 2/14/2023 000117266123001022
Q3 2022 220 660,720 SHY, ITOT, SHV, AGG 13F-HR 11/4/2022 000160658722002144
Q2 2022 229 687,273 SHY, ITOT, COMT, SHV 13F-HR 7/28/2022 000160658722001521
Q1 2022 240 710,707 ITOT, SHY, COMT, TIP 13F-HR 5/9/2022 000160658722000997
Q4 2021 268 702,682 ITOT, IXUS, IWD, COMT 13F-HR 2/11/2022 000160658722000481
Q3 2021 245 687,133 ITOT, IXUS, COMT, IWD 13F-HR 11/5/2021 000160658721001517
Q2 2021 237 673,160 ITOT, IXUS, COMT, IWD 13F-HR 8/10/2021 000160658721001104
Q1 2021 233 618,756 ITOT, IXUS, IGIB, IWD 13F-HR 5/12/2021 000160658721000690
Q4 2020 757 596,762 ITOT, IAU, IXUS, IGIB 13F-HR 1/11/2021 000160658721000003
Q3 2020 732 585,384 ITOT, IAU, IXUS, IGIB 13F-HR 10/9/2020 000160658720000990
Q2 2020 721 546,632 ITOT, SHY, GVI, IAU 13F-HR 7/7/2020 000160658720000713
Q1 2020 723 469,566 ITOT, SHY, GVI, IAU 13F-HR 4/20/2020 000160658720000391
Q4 2019 835 652,259 ITOT, SHY, USMV, IEFA 13F-HR 1/27/2020 000160658720000115
Q3 2019 209 578,989 SHY, ITOT, USMV, GVI 13F-HR 10/9/2019 000160658719000830
Q2 2019 821 586,960 SHY, ITOT, USMV, GVI 13F-HR 8/1/2019 000160658719000730
Q1 2019 203 524,653 SHY, ITOT, GVI, IVW 13F-HR 4/25/2019 000160658719000415
Q4 2018 229 566,861 SHY, ITOT, IVW, IVE 13F-HR 1/14/2019 000160658719000029
Q3 2018 1,101 710,589 ITOT, IXUS, IJR, IVW 13F-HR 10/18/2018 000160658718000752
Q2 2018 271 637,442 IXUS, ITOT, COMT, EWJ 13F-HR 7/13/2018 000160658718000492
Q1 2018 227 582,433 IXUS, ITOT, IEMG, IEV 13F-HR 4/25/2018 000160658718000339
Q4 2017 218 577,024 IXUS, ITOT, IEMG, IEV 13F-HR 1/19/2018 000160658718000038
Q3 2017 155 443,851 ITOT, IXUS, IEMG, IVW 13F-HR 10/27/2017 000160658717000588
Q2 2017 151 431,434 ITOT, IXUS, AGG, TIP 13F-HR 8/7/2017 000160658717000453
Q1 2017 146 437,138 ITOT, IXUS, IVW, IVE 13F-HR 4/20/2017 000160658717000235
Q4 2016 147 409,490 ITOT, IXUS, IVW, IVE 13F-HR 2/14/2017 000160658717000174
Q3 2016 147 311,894 ITOT, IXUS, IJR, AGG 13F-HR 11/8/2016 000160658716000832
Q2 2016 142 298,921 IEFA, ITOT, AGG, TIP 13F-HR 8/1/2016 000160658716000689
Q1 2016 128 257,154 AGG, SHY, TIP, BND RESTATEMENT 6/16/2016 000160658716000643
Q4 2015 89 227,256 AGG, SHY, TIP, BND 13F-HR 3/16/2016 000160658716000518
Additional filings from TRUE Private Wealth Advisors that have since been restated