13F Filings History of TRUEWEALTH LLC

Latest 13F report
Q2 2020 - 15 Jul 2020
Value $
$237,870,000
Signature - Title
Laura Nasca - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by TRUEWEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TRUEWEALTH LLC reported 674 stock holdings with total value $237,870,000 as of Q2 2020. Top holdings included KO, IVV, HD, AAPL, and LMT.

Notify me when TRUEWEALTH LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2020 674 $237,870,000 +$17,511,522 -$12,039,623 +$5,471,899 KO, IVV, HD, AAPL, LMT 13F-HR 15 Jul 2020, 08:06
Q1 2020 686 $205,317,000 +$20,959,705 -$11,014,382 +$9,945,323 KO, IVV, HD, AAPL, LMT 13F-HR 13 Apr 2020, 14:02
Q4 2019 701 $246,951,000 +$7,648,260 -$3,198,425 +$4,449,835 KO, IVV, IWD, HD, AAPL 13F-HR 22 Jan 2020, 11:33
Q3 2019 669 $231,639,000 +$12,509,774 -$3,595,410 +$8,914,364 KO, IVV, IWD, HD, LMT 13F-HR 10 Oct 2019, 14:08
Q2 2019 688 $224,920,000 +$6,341,291 -$7,141,651 -$800,360 KO, IVV, IWD, HD, LMT 13F-HR 10 Jul 2019, 15:42
Q1 2019 692 $216,067,000 +$7,542,551 -$4,690,410 +$2,852,141 KO, IVV, IWD, HD, SCHF 13F-HR 24 Apr 2019, 11:19
Q4 2018 686 $197,489,000 +$14,079,512 -$12,059,254 +$2,020,258 KO, IWD, IVV, HD, LMT 13F-HR 18 Jan 2019, 13:00
Q3 2018 773 $218,083,000 +$5,451,179 -$8,811,376 -$3,360,197 KO, EFA, HD, IWD, LMT 13F-HR 16 Oct 2018, 14:13
Q2 2018 783 $210,159,010 +$12,724,779 -$1,158,154 +$11,566,625 KO, HD, EFA, IWD, LMT 13F-HR 13 Jul 2018, 08:57
Q1 2018 759 $198,342,000 +$9,098,896 -$13,058,164 -$3,959,268 KO, LMT, HD, EFA, IWD 13F-HR 30 Apr 2018, 14:06
Q4 2017 865 $212,999,000 $0 KO, HD, LMT, EFA, T 13F-HR 13 Feb 2018, 15:59