TC

Three Cord True Wealth Management, LLC

13F
Three Cord True Wealth Management, LLC
Last update 2025-04-23 27 Stocks (1 new)
Value $117.00 Mil Turnover 6 %
Countries:
Top Holdings: SPYG(15.48%)RECS(13.84%)JAAA(13.61%)AVLV(12.96%)FNX(10.40%)
Summary Stock Picks Current Portfolio
Three Cord True Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
224,521
18,044.8
+3.67%
15.480
+0.55%
0.060
+31.75%
+11.70%
38,944.6
 
RECS
Columbia Research Enhanced Core ETF
486,050
16,141.7
+10.40%
13.840
+1.30%
-
+23.88%
+8.81%
565.1
 
JAAA
Janus Henderson AAA CLO ETF
312,956
15,870.0
+3.86%
13.610
+0.51%
0.070
+2.20%
+2.64%
22,314.3
 
AVLV
Avantis U.S. Large Cap Value ETF
231,682
15,108.0
+7.98%
12.960
+0.96%
0.230
+17.54%
+4.72%
7,739.5
 
FNX
FIRST TRUST MID CA
111,326
12,132.4
+3.97%
10.400
+0.40%
1.110
+19.35%
+2.15%
1,148.1
 
IOO
iShares Global 100 ETF
122,493
11,794.9
+8.72%
10.120
+0.81%
0.190
+25.17%
+11.13%
6,806.6
 
AVUV
Avantis U.S. Small Cap Value ETF
94,158
8,207.7
+6.09%
7.040
+0.40%
0.060
+20.13%
-1.55%
16,618.5
 
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
154,418
5,512.8
+7.96%
4.730
+0.35%
0.850
+12.78%
+12.90%
817.8
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
33,618
3,435.1
-1.90%
2.950
-0.06%
0.030
+8.91%
+4.37%
11,540.9
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
18,880
1,731.9
+15.04%
1.490
+0.19%
0.000
+1.04%
+2.31%
41,839.2
 

Three Cord True Wealth Management, LLC's Historical Top Holdings Breakdowns

Three Cord True Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RECS
Columbia Research Enhanced Core ETF
2025-03-31
Add
Add
+1.30%
●
32.64 ($34.78) 36.12
$37.67
8.31%
Add 10.4%
486,050
45,799
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Add
Add
+0.96%
●
63.51 ($67.8) 70.42
$69.35
2.29%
Add 7.98%
231,682
17,118
IOO
iShares Global 100 ETF
2025-03-31
Add
Add
+0.81%
●
96.2 ($101.03) 105.12
$111.22
10.09%
Add 8.72%
122,493
9,829
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.55%
●
80.05 ($87.3) 92.39
$97.90
12.14%
Add 3.67%
224,521
7,953
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.51%
●
50.48 ($50.78) 51.04
$50.68
-0.20%
Add 3.86%
312,956
11,620
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.40%
●
84.96 ($93.96) 100.71
$94.22
0.28%
Add 6.09%
94,158
5,404
FNX
FIRST TRUST MID CA
2025-03-31
Add
Add
+0.40%
●
105.28 ($115.46) 121.93
$117.66
1.91%
Add 3.97%
111,326
4,246
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
2025-03-31
Add
Add
+0.35%
●
34.23 ($35.74) 36.9
$38.85
8.70%
Add 7.96%
154,418
11,386
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.29%
●
468.34 ($508.07) 539.52
$565.80
11.36%
Reduce -20.52%
2,530
-653
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.19%
●
91.45 ($91.59) 91.75
$91.65
0.07%
Add 15.04%
18,880
2,469

Three Cord True Wealth Management, LLC Total Holding History ($B)

To

Three Cord True Wealth Management, LLC's Asset Allocation

To

Three Cord True Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Three Cord True Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Three Cord True Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Three Cord True Wealth Management, LLC's Holdings Heat Map

Size field:

Three Cord True Wealth Management, LLC's Holdings Bubble Chart

Three Cord True Wealth Management, LLC News

  • 1

Discussions on Three Cord True Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.